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Puzzled by
Annual Reports?
Powered By
Scott Mathews has been with CSC for five years. He is one of
the leaders of the Corporate Solutions Manager Team, working
...
What is an annual report?
Filing and Reporting Deadlines
Filing Requirements
Consequences of not filing
Business License v...
• Audit of your current entity portfolio
• Update our Entity Management solution
with your entity data
• Assist with entit...
• CSC Good Standing
calendar is fully
integrated with
Annual Report Prep
and File Service
• CSC DealRoom
notifications
• E...
Understanding Annual Report Terminology by Jurisdiction
Requirement to maintain
good standing in most
jurisdictions.
Annua...
Do I need to file an annual report?
It depends on…
the jurisdiction
your entity type
when you registered
to do business...
When are annual reports due?
Due dates vary depending
on the jurisdiction.
• Fiscal Year End
• Anniversary Month
• Anniver...
What are the filing requirements?
States have varying
requirements which can
also vary within the
jurisdiction by entity t...
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
•
I did not file my annual report!
What are the
consequences?
What about my business license?
Business License Requirements:
• Requirements at state, federal, county,
and/or city level...
• Many states no longer send notifications
•
• No need to worry about changing due dates and
requirements
• Avoid paying r...
Still Puzzled? Contact Us!
CSC Annual Reports
Prep and Filing Team
800-927-9800
Thanks for attending!
?
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Puzzled by Annual Reports? - 2017

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If you’re puzzled by what reports need to be filed for your entity in your jurisdiction, or can’t put the pieces together about the reporting requirements in your state, you’re at risk for missing a deadline that can lead to loss of compliance and penalties.

CSC can help you put all the annual report pieces into place! View our complimentary webinar that covers the puzzling aspects of Annual Reports.

During this webinar, we’ll cover:

Annual report preparation and filing obstacles 
Real-life examples of filing requirements and deadlines
CSC’s Annual Report services
And more!
We’ll show you how our services can simplify the management of your annual report filings and complete the puzzle to maintain your entity’s good standing.

Published in: Data & Analytics
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Puzzled by Annual Reports? - 2017

  1. 1. Puzzled by Annual Reports? Powered By
  2. 2. Scott Mathews has been with CSC for five years. He is one of the leaders of the Corporate Solutions Manager Team, working with existing clients to maximize their partnership with CSC by providing assistance with important business filings, including annual reports. Previously, Scott worked with local contractors, helping them expand their business and establish themselves in their local markets. Helping you put the puzzle together today… Paula Washburn has been with CSC for over 30 years. During her tenure, she has managed Customer Service and Fulfillment Teams in numerous CSC offices. For the past four years, she has worked as the operations manager of CSC’s Annual Report Preparation and Filing Team, that is one of several teams comprising CSC’s compliance solutions.
  3. 3. What is an annual report? Filing and Reporting Deadlines Filing Requirements Consequences of not filing Business License vs. Annual Report How CSC can help Reasons to outsource Pieces to Complete the Puzzle
  4. 4. • Audit of your current entity portfolio • Update our Entity Management solution with your entity data • Assist with entities that are not in good standing • Identification of In-House and CSC- Managed filings • Filings are prepared in advance of the due date • Filed documents saved in CSC Navigator • CSC will advance the state fees on your behalf • Invoice options to fit your workflow Annual Report Service Overview
  5. 5. • CSC Good Standing calendar is fully integrated with Annual Report Prep and File Service • CSC DealRoom notifications • Email updates from your dedicated CSS Can I check the status of my orders?
  6. 6. Understanding Annual Report Terminology by Jurisdiction Requirement to maintain good standing in most jurisdictions. Annual Reports can have a variety of names: • Statement of Information • Occupational Tax Return • Annual List • Franchise Tax Report
  7. 7. Do I need to file an annual report? It depends on… the jurisdiction your entity type when you registered to do business Our team of experts can help you take the question out of requirements.
  8. 8. When are annual reports due? Due dates vary depending on the jurisdiction. • Fiscal Year End • Anniversary Month • Anniversary Date • One day annually as determined by the jurisdiction
  9. 9. What are the filing requirements? States have varying requirements which can also vary within the jurisdiction by entity type.
  10. 10. • I did not file my annual report! What are the consequences?
  11. 11. • I did not file my annual report! What are the consequences?
  12. 12. • I did not file my annual report! What are the consequences?
  13. 13. • I did not file my annual report! What are the consequences?
  14. 14. • I did not file my annual report! What are the consequences?
  15. 15. • I did not file my annual report! What are the consequences?
  16. 16. • I did not file my annual report! What are the consequences?
  17. 17. • I did not file my annual report! What are the consequences?
  18. 18. • I did not file my annual report! What are the consequences?
  19. 19. What about my business license? Business License Requirements: • Requirements at state, federal, county, and/or city level • Filing required in over 160,000 jurisdictions • Licensing authority examples are:  Department of Health  Department of Insurance  City of Newark • Depending on nature of business, multiple filings may be required. Annual Report Requirements: • Typically required for companies who are registered to do business with the Secretary of State • Annual report requirements should be referenced by other state agencies when filing documents such as real estate or business license • Entities file Annual Reports to maintain their good standing in a state Let CSC help!
  20. 20. • Many states no longer send notifications • • No need to worry about changing due dates and requirements • Avoid paying reinstatement fees, penalties and/or interest due to missed filings • Save time, money and resources while reducing risk • Point in time reporting of your entities status • A dedicated annual report team to provide you with peace of mind • 24/7 to CSCNavigatorSM Why outsource to CSC?
  21. 21. Still Puzzled? Contact Us! CSC Annual Reports Prep and Filing Team 800-927-9800 Thanks for attending! ?

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