We can customize the default Annual Return Year for your annual maintenance matters. You can choose one of three settings: The Taxation Year End date + 1 year following, the Taxation Year End date, or the year of the action of your matter.
Please contact your Customer Success Manager, or [email protected] to discuss your options.
OPTION 1: Taxation Year End + 1 Year
If your entity's fiscal year end is December 31, then your Annual Return Year will be set to one year minus one day after either the Formation Date or the Date of Last Compliance (if this is the first annual maintenance matter since formation).
OPTION 2: Taxation Year End
If your entity's fiscal year end is December 31, then your Annual Return Year will be set to the current year of your annual maintenance matter.
OPTION 3: Year of the Action
If your entity's fiscal year end is December 31 and the date of your action is June 30, 2026, then the Annual Return Year will default to 2026.
