Statutory Returns

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    Overview

    This section explains where the dates for the completion of the statutory accounts is entered to that they appear on the IP record.

    Statutory Returns

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet1.png

    The return should first have been produced by the system and a lodgement record should be found in Documents.  Select the Lodgements folder:

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet2.png

    Select the record relating to the statutory return, right-click and select [Lodgement Details].

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet3.png

    In the dialog box that’s shown, complete the relevant details:

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet4.png

    Alternatively, if the system did not produce the document, but it exists in the client directory, it may be added manually.  Click the [Add] button, click the ellipsis and select the relevant file from the job’s lodgement folder:

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet5.png

    A record is created in document management.

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet6.png

    Right-click on this record and enter the relevant lodgement details as previously described.  You must change the Lodgement Type to “R&P” for the IP Record to be correctly populated.  You will additionally have to complete the [Date From] and [Date To] fields as these dates are not auto-populated by the system.

    File:test/insolvency/250_23+IP+Record/030_Information+required+by+the+IP+Record/100_Statutory+Returns/IP_StatRet7.png