Annual Return Listing Report

Overview

The Annual Return Listing report will display the annual return month and annual return status across your CAS 360 database.

The report will summarise the following:

This report will also include a number of companies counter at the bottom of the report.

From the Main Toolbar, go to Reports
Select Annual Return Listing report

CAS 360 will display the Report Settings screen.

The following filters can be set for the report from the right-hand side:

Filter	Explanation
Report Order	The order in which the companies will display in the report.
Annual Return Year	Filter the list of companies based on the annual return year set in General Details.
Annual Return Period	Filter the list of companies based on the annual return month set in General Details.
Agent	Filter the list of companies on the Agent selected for the company from the General Details screen
Report Date	Date to display on the report.
Company Status Option	Filter the list of companies based on the company statuses of Operating, Deregistered, Pending Deregistration, Liquidation, Dormant. Click on a status to hide/display companies.
Annual Return Status Option	Filter on the Status set on the annual return from the documents screen. Filters available: Document Received Document Prepared Document Processed Sent to Client Lodged

Click

The Annual Return Listing report can be exported as an XLS or PDF.