Collect year-end information

The Annual reports area helps collect year-end answers and documents. Collecting them is one part of preparing an annual report.

Start collection

1. Open Reports → Annual reports or the client’s annual-report area.
2. Choose the client and review the questionnaire offered.
3. Check the requested year, questions, and supporting documents.
4. Send the request through the available flow.
5. Track progress and review the returned information in the linked collection.

Use the preview to remove irrelevant questions where allowed and make the request clear to the client.

Review the result

Check required answers, files, and unresolved differences. Receiving a completed questionnaire does not mean the annual report has been professionally reviewed or filed.

Next: Review answers and documents.