A Company has paid the Annual Review fee, why is the Annual Review Deadline alert is still on?
The Annual review deadline alert does not clear automatically. Clearing the Annual review deadline alert is a manual process.
For those using Digital Signing, you can set the Annual review deadline alert to clear automatically.
Before sending the annual review documents via the Document Production screen, ensure that Mark Annual Review as Completed once all documents have been signed? has been toggled on under Electronic Signing Options.
For more information, see Digital Signing in CAS 360.
- The Annual Review document alert - This is a way for the firm to track that the annual return has been signed and returned to the firm. This feature has to be toggled on when preparing the annual review.
- The Company Debt Alert - This is used to manage the payment of Annual Review Fee. This is completely automated.