CCH Companies Quick Start Guide

Transcription

1 When you have to be right CCH Companies Quick Start Guide CCH Companies helps you keep track of all your clients New Zealand company information.

2 Contents Getting Started... 3 Sign Up Process... 3 Log In... 4 Add more users... 5 Dashboard... 6 Search for and link a company...7 Assign an Annual Return... 9 Import a number of companies...10 Company Details/Overview Share Register Add a Share Class Import share register from Companies Office Create Share Register Report (PDF)...17 Edit Shareholders Add Shareholding...20 Share Transactions...22 Share Transfer Form...24 Directors Directors Interests...29 Directors & Interests Register Add a Director...32 Edit a Director...34 Director Appointed/Resigned Report (coming soon)...35

3 Getting Started Sign Up Process Go to and sign up. Follow the process to set up a username and password, You can also use this link to login after you have set up a username and password.

4 Log In Go to If you have forgotten your password you can request it here. You may be asked to install Silverlight. Microsoft Silverlight is a free web-browser plug-in that enables interactive media experiences, rich business applications and immersive mobile apps. You may need administrator rights on your PC to install this.

5 Add more users Go to the Settings tab and select Invite New User. Add the name and address of the new user. The new user will receive an with login details. They can now share your database.

6 Dashboard The dashboard information will be updated after you have linked some companies.

7 Search for and link a company Go to the Search tab and enter the company number. Select with a double click. Select Link if this is a company you would like in your database. The company you linked is now shown on the dashboard.

8 Assign an Annual Return Select Assign to show who is responsible for the annual return. Select the party responsible.

9 Import a number of companies Select Import to import a large number of companies from a.csv file. Select the.csv file.

10 Select the companies you wish to import and check Assign AR if your firm is responsible for the annual return. The companies you have imported will now show on your dashboard.

11 Company Details/Overview Select Companies to view your company information. Directors, Shareholdings and Documents are imported from Companies Office.

12 Share Register Select Share Register to create a share register for the company. Select Add Share Class to start the process. You must add at least 1 share class before you can import the share register.

13 Add a Share Class Complete the details for this share class.

14 Import share register from Companies Office Once the share class has been created, select Import to import the share register from Companies Office. Select Next Shareholdings. Select the appropriate share class from the one(s) you created.

15 Select Next Transactions. Select the transactions from the list then select Import Share Register. You have now created your share register.

16 Create Share Register Report (PDF) Select the Report icon. Your share register is created.

17 Edit Shareholders Select Edit Shareholders and

18 Change the name and address of a shareholder or delete a shareholder that has no shareholdings. Select Save.

19 Add Shareholding Select Add Shareholding. Select from existing shareholders.

20 You can also add a new shareholder. Once all names are selected, select Add Shareholding. Allocate shares using Share Transactions.

21 Share Transactions Click in the white space next to the name of the shareholder to view all transactions. Select Add Transaction to add further transactions. Complete the detail of the share transaction and select Add.

22 Transactions are now shown on the list.

23 Share Transfer Form When shares are transferred you can create a Share Transfer Form by selecting the Report icon next to the transaction.

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25 On completion of changes to the shareholder or shareholdings the Share Register will be updated.

26 Directors Select Directors & Interests Register to view all directors and their interests. Select Import to import directors from Companies Office.

27 Check the director(s) and select Import Selected Directors. The director information has now been imported from Companies Office.

28 Directors Interests Select Add Interest to add directors interests. Complete detail of directors interests & select Save.

29 Directors interests are now displayed.

30 Directors & Interests Register Select the Report icon to create a Directors & Interests Register.

31 Add a Director Select Add Director to add a director to this company. Complete the detail of the new director.

32 The new director is now listed.

33 Edit a Director Select the director you wish to edit with a double click. Edit the details as required and select Save.

34 Director Appointed/Resigned Report (coming soon) Use the Report icon to create a Director Appointed Report and a Director Resigned Report =