Annual filing
Showing Alberta. Select your province in settings.
Every society files with its province’s registry once a year. What the filing asks, when it is due, and the walk through it, province by province.
Alberta’s annual return
Alberta’s registry filing is the annual return. Its clock is the anniversary month: the month each year that matches the month the society was incorporated. It is not the meeting and not the year end. The return is due by the last day of the month after the anniversary month.
File it through the Corporate Registry — Service Alberta, on the society annual return form. Send the audited financial statement from the last annual general meeting with it. The return states the society as it stands: its registered office address and each officer and director. The province charges no sales tax of its own. The sales tax here is the GST, in the federal layer.
Check the anniversary month
The return runs on the anniversary month — the month each year that matches the month the society’s certificate of incorporation was issued — not on the meeting and not on the year end.
It stands due on or before the last day of the month immediately following it. Find the anniversary month first.
(Done on the Governance page.)
Prepare the return from the books’ facts
The return carries the society as the books hold it. It gives its registered office address. It gives the full name and address of each officer and director as they stand on the People page. The audited financial statement presented at the last annual general meeting rides with it.
Check those facts first: a director who left in March and still on the list is an error the registry will keep. The return is the registry’s form. The app’s part is to hold its facts true in the books.
(Done on the People page.)
Send the return to the Corporate Registry
The return is filed at the Corporate Registry, not in this app. It is filed through the Corporate Registry — Service Alberta, on the society annual return form, with the audited financial statement the last step read. Save the proof of filing the Registry gives — the next step records it.
This step is done in the world.
(Done on the by hand page.)
Record the filing in the books
Record the filing in the society’s governance records: a record of kind Filing, saying the annual return for the year was filed, with the day it was filed. Put the proof of filing the registry gave in the confirmation field.
A later treasurer finds the proof here, not in a predecessor’s inbox. The Tax page records it in the year’s filings.
(Done on the Governance page.)