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CMS Company Secretarial Tutorial
- 1. Welcome to the Companies Made Simple Company Secretarial System This online tutorial is designed to provide you with a detailed overview of what’s available to you via the Company Secretarial System. Sign up and try out the system via http://www.companiesmadesimple.com/cosec/
- 49. THANK YOU FOR WATCHING OUR DEMONSTRATION! YOU CAN SIGN UP FOR AN AFFILIATE ACCOUNT AT: http://www.companiesmadesimple.com/cosec
Editor's Notes
- Hello – and welcome the Companies Made Simple presentation. This presentation will guide you through the online portal and dashboard and highlight the various areas and functions available to you.
- This is your dashboard where you can see the various sections to your online portal.
- Above your buttons or links to the different sections is what we call the ‘alerts section’. This will only show up if you have uncompleted tasks relating to your companies in your account. As you can see in our account here we have a company incorporation we still need to complete as well as an annual return to file.
- Here we have the ‘my details’
- Order history
- Business library
- And template statutory forms section. These sections are self explanatory so we’ll skip past those for now.
- The my companies section
- You’re my companies section is divided into the
- We’ll now take a look at one of the incorporated companies
- When clicking on the company it displays the summary page for the company where you will be able to perform various takes for that specific company
- The name of the company is displayed in the top left-hand corner
- In the top right-hand corner is what we call the quick links toolbar
- Here you can quickly perform the most common task associated with the company like Syncing the company data with companies house Changing the registered office Appointing company officers Allocating shares Filing annual returns Producing and tracking dividends And switching on and off your annual return and accounts reminders for the company so that you never caught out with late filing
- Here you can apply for a barclays bank account and get cashback just for opening a business bank account
- As with the quick links, there are links all over the summary page for the various actions like syncing the data with companies house
- Filing the annual return
- Updating the registered office
- Allocating shares online
- Appointing new directors
- Viewing, editing or resigning current directors
- Viewing shareholder details
- Appointing, editing and resigning secretaries
- Downloading share certificates for subscribers
- And downloading your company documents
- Importing a company
- Where you insert your company number
- Then your authentication code
- Then click import and the company will be shown in you’re my companies section
- Forming a company
- First is the name search
- Type the name in here to see if it is available
- And click search to check with companies house directly
- If the name is available
- Option 1
- Option 2
- Option 3 and so on
- filing annual returns
- This is the information page where you will enter the details for the annual return
- Firstly you can sync the company to pull in all information available from companies house – this will pre-populate most of the fields so that you don’t have to enter the information manually.
- Certain information will be required if companies house does not have it
- Once completed you will go to the summary page where you can check all the information entered
- Highlighted above is the simple 4 step process to completing your annual return – with our sync completing most of it for you your annual return should not take more than 5min to complete.
- Adding credit to your account
- Here you can add credit to your account should you not want to insert card details for every transaction you process
- Here your available credit is displayed
- You add the amount you want to upload
- And click to make payment
- Many thanks for watching our demonstration – you can sign up for an account at companiesmadesimple.com/cosec.html or call us on 0207 608 5500 should you have any further queries.