Compute, attest and submit a monthly return
Who can do this TreasurerBoard
Steps
- Open Compliance → Returns and choose the return that’s due.
- Select Compute. Figures are taken from the latest passed reconciliation and frozen.
- Check each ratio against its limit.
- The required officers select Attest and confirm it’s them; then select Submit.
What happens next
The return is submitted and its acknowledgement recorded. To correct a return, compute a new one. It supersedes the old one rather than editing it.
Common problems
"The books have not reconciled since 2027-01-30; this return cannot be computed"
Run reconciliation in Books and fix any mismatch first.
"A return's figures are frozen once computed; recompute supersedes it"
Select Recompute to create a new version.
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