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Annual return

This page gives you more information about how to access your firm’s annual return as well as frequently asked questions and other guidance.

How to complete your firm’s annual return

Access our range of useful resources including frequently asked questions and guidance below. If there are changes to the structure of your firm, please complete and return the standing data changes form within 10 business days. Please do not use the annual return for this purpose as you will be in breach of the Practice Assurance Regulations.

Access your firm's annual return

Ready to complete your firm’s annual return? Access your firm’s annual return here.

Access annual return

 

Guidance for firms that received their annual return between 31 May 2016 - 31 December 2016

Guidance for firms that received their annual return after 1 January 2017

Advantages of an online annual return

Most of us are familiar with the advantages of filing information and completing transactions online. In launching ICAEW’s online annual return, we hope to achieve a range of benefits, some of which include:

  • working directly from your PC, saving you and your colleagues time;
  • completing the return at your own pace, saving information as you go along;
  • reducing the chance of rejection by having inbuilt checks and validation; and
  • contributing to the sustainability agenda by reducing significantly our use of paper.

Member firm feedback

We are delighted to hear our member firms* value the new online format for the annual return.

83% state their experience of completing the annual return online was better (53%) or the same (30%) compared to completing the paper version.

91% state the annual return questions were easy to understand.

88% rated the overall process of completing the annual return online as very good (22%) or good (66%). 

*source: Annual return survey, Autumn 2015.