cch companies: annual returns process · 2018-07-18 · 2 wolterskluwer.co.nz/cch -companies/ ......

2 wolterskluwer.co.nz/cch-companies/

CCH Companies: Annual Returns Process

This guide will help you to understand the Annual Returns process in CCH Companies.

1. Collect Directors emails

To use the new Annual Returns email functionality you will need to add an email address to all

Directors. Here a few things that can help:

− Use the Directors Without Email Address report. − Directors without emails are also included in the Health Check Report. − Add the email address to the Director not the company. If a person has multiple

company involvements you only need to enter the email address once. − Collect email addresses as your Annual Returns become due this year and they will be in

place for all subsequent years and for access to the CCH Companies Portal.

DIRECTORS WITHOUT EMAILS REPORT

http://www.wolterskluwer.co.nz/cch-companies/


ADD EMAIL ADDRESS TO PERSON RECORD (NOT COMPANY RECORD)

Note: NZCO does not include private information in the API so we cannot import email addresses even if

they have been recorded.



2. Set up your email templates

There are 2 emails you will need to set up:

− Company Extract. This goes to companies where you are filing the AR on their behalf and includes the link to the company extract.

− AR Due. This is a reminder for companies where the director has elected to file the AR him/herself.

SETUP SCREEN



COMPANY EXTRACT EMAIL

AR DUE EMAIL

− Add your own text − Use the mergefield to include information:

o @COMPANYNAME@ = company that is filing AR o @MONTH@ = the AR due month o @FIRMNAME@ = your company name o @ULR@ = the link to the company extract at NZCO website. Note: For use with

Company Extract Email only



3. Creating individual emails

In a company record on the Reports tab you will find the appropriate option displayed:

− If AR responsibility is set to Your Firm = Company Extract email − If AR responsibility is set to Director = AR Due email

AR DUE (YOUR FIRM)



AR DUE (DIRECTOR)



4. Creating bulk emails from the Annual Returns Due

The report will create the appropriate emails based on the AR responsibility.

ANNUAL RETURN DUE REPORT

SETTING UP REPORT – COMPANY EXTRACT

− The email button will not appear until you have selected an AR filing Month and Responsibility. − Include or exclude individuals with the Selected checkbox. − Exclude those with a current AR List Filed date by selecting Outstanding Only. − Any directors without email addresses will be shown on this report and will be excluded.



SETTING UP REPORT – AR DUE

− The email button will not appear until you have selected an AR filing Month and Responsibility. − Include or exclude individuals with the Selected checkbox. − Exclude those with a current AR List Filed date by selecting Outstanding Only. − Any directors without email addresses will be shown on this report and will be excluded.



5. After the email

Use the Email log to see which email have been sent.

See Notes in Company record to see which emails have been sent.

EMAIL LOG

COMPANY NOTES



6. Filing the Annual Return

Use the quick link in the Company Reports screen to access the NZCO filing page.

Update the Last Filed Date.

COMPANY REPORTS SCREEN

LAST FILED DATE

Complete the Last Filed date manually or click on the green button for an update from NZCO.

Note: We are currently

working with NZCO to

implement a full AR filing

interface with CCH

Companies



7. Process

Setup

Director Responsible for AR

Set up Email TemplatesAdd Directors

email addresses

Set AR Responsibility to Firm or Directors

Send AR Due

email to all

directors

Receive notice

AR has been

done

Update Last

Filed Date

Send

reminders

Call

Notes are

added / Email

Log updated

Receive

request to do

AR

Follow process

for Company

Extract email



Firm Responsible for AR

Send Company

Extract email

to all directors Notes are

added / Email

Log updated

Send

reminders

Call

Receive notice

all info is

correct

File AR

Update Last

Filed Date

Receive notice

of changes

Use Checklists

& Documents

for changes
