Annual Compliance

How to complete an Annual Compliance (Alberta)

This guide explains how to perform an Annual Compliance transaction for an Alberta corporation in Ingenio. This walkthrough covers a simple annual return where NO CHANGES are made to directors, officers, shareholders, or agent for service.

Example used in the video: An entity incorporated on December 1, 2024.

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Before you start, make sure:

• The entity is already created and available in your Entities table.
• You know the filing year you are completing the annual return for.
• You have a plan for signing:
  • Upload hand-signed documents
  • Send for e-signing (optional) 

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Start the Annual Compliance transaction

1. Open the entity and go to the Entity Profile.
2. Click New Transaction (upper right corner).
3. When the Transaction Type options load, select Annual Compliance.
4. Verify the Effective Date, then click Continue.

Add the Annual Return details

1. Review the entity information to confirm it is accurate.

2. In the Annual Return section, click Add Annual Return. 

   

3. Enter the Filing Year.
4. Select the appropriate checkboxes (these correspond to the checkboxes on the Alberta Annual Return form).
5. If no changes are required, scroll to the bottom, confirm everything is correct, then click Continue.

Select templates and confirm signing authority

1. On the Document Templates screen, select the templates you want to generate.
   • As you select templates, they will appear immediately in the list below.
2. Confirm the Signing Authority for each document.
   • Ingenio pre-selects signing authorities by default.
3. Click Submit to start document generation.

Review document generation (Review & Approvals)

After you click Submit, go to the Dashboard, the transaction will appear in Review & Approvals with status Document Generating.

Note: Document generation can take 45 seconds up to 2 minutes, depending on how many templates are selected. If generation fails or exceeds expected time, use Actions (⋯) → Regenerate Templates.

Sign documents (Document Signing)

Once templates are generated, the transaction automatically moves to Document Signing.

⚠️ Important Note: It is highly recommended that you REVIEW the generated documents before sending them for e-signature to ensure the correct templates are selected and the information in the documents is accurate.

You have two options:

Option A: Download, hand-sign, and upload (shown in the video)

1. Download the documents.
2. Print and collect handwritten signatures outside the application.
3. Upload each signed document back into Ingenio:
   1. Use the document Actions (⋯) menu.
   2. Select Upload Signed Document
   3. Upload the signed file in PDF format
4. Repeat for each document in the transaction.

Option B: Send for e-signing (optional)

Use the transaction Actions (⋯) menu and select Send for E-Sign.

Filing & Completion

After all signed documents are uploaded (or e-signed), the transaction automatically moves to Filing & Completion.

1. Review each signed document.
2. Use the transaction Actions (⋯) menu and select Complete Transaction.
3. If filing is required, upload proof of filing:
   • Upload in PDF format
   • Select the appropriate file name/type
   • Preview the documents (if prompted)
4. Click Complete to finish.

Verify the transaction is completed (View History)

1. Navigate back to the entity in the Entities table.
2. Open the entity and select View History.
3. Confirm the Annual Return / Annual Compliance transaction shows as completed.

⚠️ Important Notes:

• It’s normal for Document Generating to take up to 2 minutes for larger document packages.
• If you see a failure status during generation, use Actions (⋯) → Regenerate Templates.
• Signed documents must be uploaded in PDF format.