Set up electronic filing in Company Secretarial
You can also follow these steps in our Set up electronic filing in Company Secretarial video.
- Open Company Secretarial.
- If Company Secretarial asks you to log in as the Administrator:
- SelectYesto create a user profile.
- Enter your full name.
- .Assign the appropriate role to the user (standard users won't be able to perform certain functions in the software).
- Mark theEnable electronic filingcheckbox.
- SelectOK.You'll be prompted to log in as that user.
- Once you've have logged in as a user, you'll be able to set up the company for electronic filing.
- SelectToolsthenManage Presenter Details.noteTheManage Presenter Detailsoption will not be available if you are not signed in as an Administrator have not marked theEnable electronic filingcheckbox.
- Select theCompanies Housetab withinManage Presenter Details.
- Select theElectronic Filingellipsis button.
- Enter your Presenter details.
- On thePreferencestab, select which automated processes you would like to run when your prepare a form to be filed online, then selectOK.
- Next set up each company for electronic filing.
- Open each company that you will file online for, and select theOthertab.
- Select theElectronic filingellipsis button and enter the Company Authentication Code.
- SetE-Filing enabledtoTrueand select whether or not the company has opted in to the Protective Online Filing Scheme.
- SelectSave.