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Video instructions and help with filling out and completing What Form 2220 Topic

Instructions and Help about What Form 2220 Topic

Okay so I'm going to login to the core online portal and I'm going to do a b-1 submission so everybody's got their own login details username and password if not you create a an account using the registration form and the email address and password they're important because you're going to use the exact same email address and password to file every form every submission type in cor so I'm going to log in and so the first screen that I'm presented with is the workspace and this shows me stuff like my previous save drafts stuff that I have submitted and I'll come back to this later after I do the b1 so the first thing I'm going to do I'm going to go file a forum and I'm going to go to b1 annual return and I'm presented with a pop-up screen which will ask me for the company number and it needs to be a violent company number for enter and your rubbish it will say invalid so I'm going to enter five six three and I hit enter and if it's valid we get on to the b1 forum where it's pre-populated with most of the details there are a lot of other little details that need to be added and I will go through them so here I have a draft and at the moment it's not saved so if I go back to my workspace I'm not going to see this actual submission not until I save it so if you want to save something everything on that particular screen must be valid so I try to save now and I get a red X and it's asking me for an email address so it means if you see a red X on the screen you won't be able to save and if it saves successfully you'll get a green message which will show the draft ID okay so I'm going to enter now I've entered an email address the email address must be in a valid for rush so if I take out a dot for example test ash it is not valid so I need to have something at something calm or - whatever so now I've gotten rid of the red X now I can save and here we have the green message and the draft ID so a green message means everything has completed the way you wanted to and if there's a problem there will be a red X on the message so I'm going to go back to the workspace and the draft that I've created is here that's 173 I'm going to load up this draft because this is one I was working on earlier and so I've got everything that I need enter done on this one and so let's say I'll go through each step so I'll use the next button so what when you have everything completed on this page it would let you move on to the next step but similarly as I said about the Save button if there's something missing it won't let you move on so here it's saying required details company email address so go back and email address now I can move on to the next time so when you hit the next button if there's inner tabs it moves across through the tabs and then when it gets to the end it moves down along the left of the screen so other addresses if the company has another address you hit add out the details or you can modify the details that are already there and that's done by highlighting the role to be modified and hit the modify button and usually the first to address fields they're mandatory for for everything that we do on on core so if I try to update gives me the red X so and the same if I'm adding a new other address it won't allow me until I've entered all of the required fields so I put that back in and I hit update it tells me it's been saved successfully so then I close so the next step is financial statements or attachments so usually you will choose financial statements or you will choose no financial statements and if you choose no financial statements you must give a reason so at the moment if I choose no financial statements there's only one reason only one option that's available to me and that's a b73 the first return is not available to me because this company it's it's not within the first six months there are two other options like and exemptions which are only applicable to this one for example is only applicable to CLG companies or Dax and this one is only applicable to you LCS so I'm going to select the financial statements and I'm going to move to the next tab which is the secretary details and so here we have all of the details now I've selected joint secretary details and the same with assistant secretary details if I want to add those details I select this check box and if it's a company if the assistant Secretary's company I click here and the same the same again if I try to move on to the next screen it's gonna it's going to block me until I entered all of the mandatory fields but if I don't want to add an assistant secretary I can just click this and so everything that was mandatory it has disappeared so that's that's one way of progressing if there's if it's stopping you and it's telling you that you need to enter something if there's a way of hiding the the field that's mandatory then you can move on to the next the next screen without entering something so I'm going to move to the directors so this is the list of directors and if.

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