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
Updated on: 31/10/2024
Thank you!