Articles on: SecSmart

CIPC AR Submitted

  1. Select SecSmart



  1. Select CIPC



  1. Click on CIPC AR Submitted



  1. Filter the report as required



  1. Click on Show Report



  1. Click on Files



  1. Click on Upload to current file categories



  1. Select the category



  1. Select the file



  1. Select who to send the email too or add another recipient.



  1. Click on Upload Files



  1. The client will now have a green tick to show a file was uploaded for this client.



  1. Click on the green tick and you can now add notes and set as complete. You can also notify other users.



  1. Click on Save



  1. The report will show you which Annual Returns have been done, or not done, if the files have been uploaded and if there are notes.



  1. The report will also display the total Annual Return clients, and the % of each year that has been completed.



Updated on: 31/10/2024

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