CIPC AR Grid
Select SecSmart
Select CIPC
Click on CIPC AR Grid
This report will reflect the clients marked for the CIPC Annual Returns service and their relevant yearly submission month.
Click on update if a client does not have a yearly submission month set
Select the submission month
Click on Save Details
The client will now have a green tick to show that the submission month has been allocated.
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The files uploaded will reflect on the CIPC AR Month Report
The files uploaded will also reflect on the CIPC AR Submitted Report
Select CIPC
Click on CIPC AR Grid
This report will reflect the clients marked for the CIPC Annual Returns service and their relevant yearly submission month.
Click on update if a client does not have a yearly submission month set
Select the submission month
Click on Save Details
The client will now have a green tick to show that the submission month has been allocated.
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The files uploaded will reflect on the CIPC AR Month Report
The files uploaded will also reflect on the CIPC AR Submitted Report
Updated on: 31/10/2024
Thank you!