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Tell us who you're filing for. Filing a single company, or submitting a batch on behalf of a Master Client?
Reference materials
Download a correctly completed example before you start, if it helps.
📄 PDF Example
A sample completed Financial Annual Return, laid out per the statutory Schedule.
📊 Excel Template
Only needed if you're preparing figures offline before filling in the form.
Upload completed PDF
If you already have a completed Financial Annual Return, upload it here. We'll check it's a recognised version before accepting it.
📄 Click to choose a file, or drag one here
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Financial Annual Return
Complete all applicable fields. We'll generate a properly formatted PDF from this information.
Reference materials
Download an example single return, or the Excel batch template for multiple companies under this Master Client.
📄 PDF Example
A correctly completed sample Financial Annual Return.
📊 Excel Batch Template
One row per company, with built-in validation.
Upload completed batch
Upload your completed Excel batch file. Each row will be validated before submission.
📊 Click to choose your completed batch file
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Reference number:
A confirmation has been logged against this entity's record. Triad's compliance team will process the return within the standard turnaround window.
Internal Status Dashboard Show ▾
Sample view for the internal team — mirrors the Outstanding / To Be Filed Now / Due Next Month / Due After / Done pattern used for ES reporting.
| Company | Company No. | Year End | Status | Method |
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