Corporate records · annual filings · clear ownership
A reminder is useful, but it is not a compliance process. We map what each company must file, check the information behind it, coordinate approval and keep the final evidence together—so you know what is due, who owns it and what happens next.
Reviewed 17 September 2026
Annual return · accounts interface · company record
More than one annual form
The names change by country—annual return, annual report, confirmation statement, declaration or renewal. We start by separating the obligations instead of treating “annual compliance” as one universal filing.
Confirm or update the company’s legal name, address, officers, owners, share information and other particulars required by the registry.
Examples: annual return, confirmation statement, annual reportIdentify which financial statements, tax returns, audit reports or solvency information must be ready before a corporate filing can be completed.
Separate scopes, connected dates and source dataKeep the filed details consistent with officer, ownership and share registers, signed resolutions, meeting records and the documents behind each decision.
The internal record should support the filed answerAddress director, address, ownership, licence, registered-agent or business-detail changes when they happen, not only when the next annual form is due.
Annual filing does not replace event-driven noticesWe can prepare, coordinate, remind and keep evidence. Directors and authorised officers remain responsible for giving accurate information, approving the filing and meeting duties imposed by the company’s law.
One calendar, different local rules
A global dashboard is useful only when every local deadline beneath it is correct. These examples show why the incorporation date, financial year, entity type and current status must be checked before work begins.
ACRA’s company compliance checklist covers annual filings, AGMs and related regulatory requirements. The applicable steps and dates depend on the company profile, financial year and filing position, so we confirm those facts before setting the calendar.
Check ACRA requirementsA local private company generally files its annual return within 42 days after its incorporation anniversary. The form confirms key company particulars; officer or address changes that happened earlier may require separate filings.
Read Companies Registry guidanceThe confirmation statement replaced the annual return and is distinct from annual accounts. Current Companies House filing may also require identity-verification details, so credentials and director information should be checked before submission.
Read Companies House guidanceAnnual-report and franchise obligations depend on the state and entity type. In Delaware, active domestic corporations file the prior-year annual report and franchise tax by 1 March; LLC, partnership and foreign-corporation obligations follow different rules.
Read Delaware instructionsDefine the annual retainer
“Annual compliance included” is too vague to manage a deadline. The written scope should identify the entity, recurring filing, information source, approval owner, government fee and evidence delivered after submission.
| Workstream | Typical annual scope | What we need from you | Confirm separately |
|---|---|---|---|
| Entity and deadline map | Core control item | Entity extract, financial year and last filings | Branches, licences and extra-jurisdiction registrations |
| Annual return, report or confirmation statement | Included when named | Current officers, owners, address and business details | Government fee, local agent and late filing |
| Annual accounts interface | Coordinate dates and required information | Accounting status and responsible accountant | Bookkeeping, accounts, audit and XBRL work |
| Company particulars and register check | Reconcile named data points before filing | Changes since the last completed review | Corrective work and complex ownership history |
| Routine annual approvals | Where required and stated in the proposal | Director or shareholder review and signature | Legal drafting and non-routine decisions |
| Event-driven company changes | Tracked but not assumed unlimited | Effective date and supporting documents | Officer, share, address and capital filings |
| Filing evidence and next-cycle record | Completion standard | Named record owner and storage route | Certified copies, legalisation and long-term archive |
Corporate filings, bookkeeping, statutory accounts, tax returns, audit, payroll, licences and legal advice may share information and dates, but they do not automatically sit in the same engagement. We name the responsible professional and handoff for each item.
Choose the operating model
We quote after reviewing the entity and its current record. The proposal separates professional work, government charges, local-provider fees and any overdue or corrective work.
For a company with current records that needs one recurring registry filing checked, prepared and closed properly.
PricingScoped after record review
For an overseas owner who wants recurring filings, company data and connected providers managed through one annual plan.
PricingBased on country and obligations
For a group that needs comparable entity records, local ownership and exceptions visible across more than one jurisdiction.
PricingQuoted by entity and country
Country, entity type, number of filings, local appointment, ownership complexity, record quality, financial reporting interface and how quickly action is required.
Government charges, penalties, local-agent disbursements, accounting, tax, audit, legal advice, licences, certifications and event-driven company changes.
From status check to filed evidence
We begin with the current registry and company record, not a blank annual form. That makes it easier to find outdated particulars, missing decisions or work that another provider still owns.
Identify the entity type, status, financial year, filing route, due date and responsible parties.
Output: compliance mapCompare registry particulars with officer, ownership, address, share and internal company records.
Output: exception listPrepare the form, supporting data, required approvals and any handoff to accounting or local providers.
Output: review packObtain authorised confirmation, coordinate payment and submit through the applicable registry channel.
Output: filed submissionSave the acknowledgement, update the company record and place the next due date on the calendar.
Output: completion recordWe check the registry status, outstanding periods, penalties, missing accounts or approvals, prior-provider handover and any company changes that were never filed. Corrective work is then quoted separately from the next clean annual cycle.
Tell us before the deadline
These details are easier to fix when they surface during the review, not after an annual form has been approved or rejected.
Give the actual effective date and any signed appointment, resignation or address evidence.
Identify transfers, allotments, beneficial-owner changes and any incomplete tax or registry step.
Share the last successful acknowledgement and every notice or penalty received since then.
Describe what “dormant” means in practice; do not assume it removes company-law or tax duties.
Name the accountant, current period and expected completion date so connected deadlines can be managed.
Confirm credentials, authority, records held by the outgoing provider and the final date of their responsibility.
Frequently asked questions
If the next due date is close—or has already passed—include that date in your first message. It changes the order in which the records, approvals and registry status should be checked.
The usual scope includes a compliance calendar, annual return or equivalent filing, review of company particulars, recurring approvals, statutory record updates and retention of filing evidence. The exact obligations depend on the jurisdiction and entity type.
No. An annual return, annual report or confirmation statement normally updates or confirms company information with a registry. Annual accounts report financial information and often follow a different deadline, approval route and filing process.
Often yes. Dormant status does not automatically remove company-law filings, accounts, tax notifications, licence renewals or local fees. We check the entity's current status and each obligation rather than assuming nothing is due.
Tell us the entity, due date and last completed filing. We first confirm the registry status, outstanding periods, penalties, missing approvals and available records, then separate the corrective work from the normal annual cycle.
Not automatically. Company-law filings may depend on accounting information, but bookkeeping, financial statements, audit and tax returns have different scopes and responsible professionals. The proposal states which connected services are included.
Yes, subject to jurisdiction and provider availability. We build an entity-by-entity calendar, identify the local filing route and responsible party, and use one group view without treating different countries as if they had the same rules.
Fees depend on the country, entity type, number of recurring filings, quality of the existing records, local provider involvement and whether any work is overdue. Government fees, penalties and event-based changes are identified separately in the written quote.
Start with the company extract, incorporation documents, latest annual filing, financial year end, officer and ownership details, current registers, filing credentials or provider contact, and a list of changes since the last completed filing.
Start with the next due date
We can review one annual filing, build the full recurring cycle or bring several entities into one control view. We will identify the corporate work, connected accounting or tax handoffs, government charges and any overdue item before proposing the scope.
A company extract and last filing are enough to begin.
CompanyCountry, entity type and registration number
TimingFinancial year end, next deadline and last filed period
ChangesOfficers, owners, address or shares changed since filing
Connected workAccounts, tax, audit, licence or local provider status
Tell us what support you need, from company setup and banking to accounting, tax and ongoing compliance.