To EFile an annual report with the BC Online Registry, simply follow the steps listed below:

1. Navigate to the entity profile for which you would like to file an annual report, select the Tasks section, and then select + New to create a new Annual Compliance Task;

2. In the task Type field, select Annual Compliance from the dropdown list and add a Memo Description for your new task - note: once you will have selected this task type, a 2. Annual Compliance tab will appear;

3. Navigate to the 2. Annual Compliance tab to add the relevant dates;

4. Add the relevant dates in the Annual Report Date as well as the Effective Date and the Fiscal Year to Report fields;

5. Select Show More and fill in the remaining fields as required;

6. Navigate to the 3. Supporting Documents tab and select + Supporting Documents to generate the applicable documents;

7. Select the appropriate templates and then click Add to include them as the supporting documents for the Annual Compliance Task;

8. Select Create in the bottom righthand corner of the window to create the task, and then select Generate documents;

9. Select View Documents Now to be redirected to the Documents section to edit, review and send the documents out for signature either via DocuSign, UnitySign or AdobeSign once the AdobeSign integration has been completed.

10. Once all of your documents are signed and completed, navigate back to the Annual Compliance Task, go to the 2. Annual Compliance tab.

11. Confirm the information set out in the draft Annual Report.  

12. File the Report via eCore.  
13. Note:  Unity Entity Management is in the process of completing an integration directly to eCore for filing within the UEM platform.  

14. Once the report is successfully filed, the filed documents can then be added to the Virtual Minute Book.

15. Once the report is filed, set the task to Completed by selecting the status tab in the top right of the task card - once you select Completed, you will be prompted to confirm information and update various fields in the database;

16. Check off the box for Update Annual filing date to update the relevant field in Unity Entity Management;

17. Check off the box for Create next annual compliance task to set a new task for the next annual compliance due date;

18. Finally, select Confirm in the bottom righthand corner of the screen to finish the workflow.