Filing a Periodic Report

In order to remain in compliance, a business entity must file a periodic report. Periodic reports can be filed on an annual or biennial (every two years) basis as configured by your jurisdiction. If your business was formed in an even year, for example, 2010, then you can file a biennial report in an even year only. If your business was formed in an uneven year, for example, 2011, then you can file a biennial report in an uneven year. If preferred, you can return to annual report filing but only when the next periodic report is due. You cannot file an annual report during a biennial period.

In some cases, multiple years of registration reports may be due by certain BE types. Your jurisdiction may require that the oldest registration report be filed before any current report will be accepted. For example, the BE owes reports for 2010, 2011, 2012. If the 2010 report is filed, it will be accepted, but if the 2011 report is filed prior to the 2010 report, the 2011 report will be rejected.

Notes:

1. If another filing for the same business entity is in process or is of the same filing type as the current filing, you will be alerted to try again later. The current filing cannot be continued but can be restarted when the other filing has been completed (accepted/rejected).  
2. Screens, fields and labels that display in images below are configurable based on your jurisdiction's implementation and may not reflect your filing type.
3. If you need to re-enter information, select the button labeled Previous to return to the screen you were on prior to the current screen.
4. If your filing requires a two-step review process, an internal Secretary of State processor must review your filing for compliance before it can be accepted or rejected. After making payment, you will be notified via the email address set up during account creation. To view correspondence for your filing, refer to Order Summary/Correspondence-BE for information about accessing your filing records.
5. Contact your Secretary of State office if you have questions about this or any procedure in SystemWORKS Help.

How to file a periodic report:

1. Navigate to the Corporations Division dashboard.

2. From the Registration Reports pane, select File Annual Report, File Biennial Report, or Print Registration Report. The File Annual/Biennial Report screen displays.

3. Enter the Charter No. in the text box.
• If you do not know the charter number, select the Search by Name button to perform a search (refer to Searching for a BE for instructions).

4. Select the File Online button to display the Details screen. Refer to Viewing BE Details for additional information.

5. Select the Report Type from the drop-down list and then select the File Reg. Report button. The General Information screen displays. Refer to Managing General Information, if needed.

6. Review information and update where needed.

7. Select the Next: Principal Address button to display the associated screen. Refer to Managing Addresses, if needed.
• Enter address information; note a PO Box address cannot be on line 1.  

8. Select the Next: Reg. Agent button to display the associated screen.
• A registered agent can be an individual or organization. If you select organization, you will need to perform a search for the registered agent.
• If a registered agent exists, you can change the address. Select the Change Address button. A message advises that you will be making the current registered agent previous. The Add Registered Agent form displays.
• Save the registered agent information. The Registered Agent table displays. If needed, you can update or delete an Active (Pending) registered agent.
• Refer to Managing Registered Agents for how registered agent information is managed.

9. Select the Next: Officers button to display the associated screen. The required number of officers must be entered (at least one president and one secretary, etc.).
• An officer is an individual.
• Select a Type and enter as many officers as needed.
• Save the officers information. The Officers table displays. If needed, you can update or delete an officer.
• Refer to Managing Officers for how officer information is managed.

Note: The screen used to add and modify Officers, Incorporators, Organizers, Directors, General Partners, etc., contains similar fields and labels. Your filing type determines the screen name and type of information that displays; instructions are very similar.

10. Select the Next: Board of Dir. button to display the associated screen (note the Board of Directors screen is similar to the Officers screen). The required membership must be entered (at least one director, etc.).
• Board members can be individuals or organizations.
• Select a Type and enter as many members as needed.
• Save the members information. The Board of Directors table displays. If needed, you can update or delete a member.
• Refer to Managing Officers for additional information.

Note: The screen used to add and modify Officers, Incorporators, Organizers, Directors, and General Partners contains similar fields and labels. Your filing type determines the screen name and type of information that displays; instructions are very similar.

11. Select the Next: Review Filing button to review your filing.
• Review the filing for accuracy; edit information as needed.
17. Select the Acknowledge check box.
• Refer to Reviewing Filings for detailed information on reviewing and editing filings.

12. Select the Next: Signatures button to display the associated screen.

• Select one or more names from the list that displays, or add a signer if needed.
• Select the Acknowledgment check box. There may be multiple check boxes.
• Refer to Managing Signatures for additional information.

13. Select the Next: Shopping Cart to display the Shopping Cart.

• Shopping cart items can be modified and new items added, if needed.
• Select the Confirmation check box.

• Refer to Managing Shopping Cart-BE for instructions.

14. Select the Next: Payment button to display the associated screen.
• Select your payment method and enter payment information.
• Select the Terms and Conditions check box.
• Refer to Managing Payments for complete details.

15.  Select the Next: Submit Payment button to display the associated screen.
• Payment confirmation displays information about your order.
• To view documentation, select the View Documentation button.
• Refer to Order Summary/Correspondence-BE for additional information.

How to print a blank annual report:

1. Enter the Charter No. in the text box.

2. Select the Print Blank Annual Report button. The Print Blank Annual Report modal opens. Information about the business entity is pre-populated including the years for which an annual report will be printed.

3. Select the Print Blank Annual Report button to print the blank form(s).

Related Information

Managing Addresses

Managing General Information

Managing Officers

Managing Payments

Managing Registered Agents

Managing Signatures

Order Summary/Correspondence-BE

Reviewing Filings

Searching for a BE

Viewing BE Details