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By type of organisation

How do I prepare and record an annual return?

Manager

  1. In Compliance Hub, open Filing calendar & readiness.
  2. About six weeks before it is due, click Refresh readiness and fix the gaps it shows.
  3. Generate the report for the year in Reports and use it to file on the regulator's portal yourself.
  4. Back in the app, click Mark as filed and record the date and who filed.
Filing calendar & readiness, with Mark as filed highlighted
Filing calendar & readiness, with Mark as filed highlighted

More detail: Month-end and year-end

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