The CIPC Annual Returns table is the First Table in the CIPC group.
The system will automatically schedule CIPC Annual Return tasks for any client where the CIPC Annual Return checkbox is checked in the client table.
To switch on CIPC Annual Returns:
Go to the Client table.
Click on a client.
In the Details section make sure you have added a Registration Date and a Year End.
Scroll down to the Services section.
Check the CIPC Annual Return checkbox.
These tasks will schedule a year in advance with a due date of the first day of the company registration month but for the current year.
Working on a Task
To work on a CIPC Annual Return Task:
Go to the CIPC Annual Return table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section. All of our automated tables work in this way.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table. The Details section gives various Fields where you can add values.
A reminder will appear in the All Tasks Due table indicating the number of CIPC Annual Returns due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task, where you can start working.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while Filter will provide various options and allow you to type in a specific name.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.