Anniversary-based dates
Annual returns and beneficial-ownership filings are scheduled from each company's incorporation date, with the filing window rolled for weekends and public holidays.
Annual returns, beneficial ownership and company changes — on the right day
CIPC counts from the anniversary of incorporation in business days. The engine does the same, for every company and close corporation you look after.
What it does
One engine, tuned for this regulator
Dates calculated, not typed
Due dates come from each client's year-end, VAT category, incorporation date or certificate expiry — rolled off weekends and public holidays — and are scheduled 13 months ahead.
A checklist on every filing
Each obligation opens with the working steps and the documents you need from the client, an owner, a status, comments and the submission reference once it is filed.
Reminders that escalate
Staff are reminded as the date approaches and daily once it is overdue; client reminders are optional per firm. Every reminder is logged, and nothing is sent twice.
Registration numbers and expiry dates
Keep the client's reference numbers, certificates and expiry dates for this regulator in one place, with a health status for anything about to lapse.
Proof and audit trail
Status changes, comments and uploads are recorded against the obligation, so you can show who did what and when.
How it works
From client profile to filed return
Switch the pack on
It is included in your plan or added as a monthly add-on from Settings → Plan & modules.
Pick the services per client
The product suggests the services that fit the client's entity type, registrations and employees; you confirm.
The calendar fills itself
Obligations are generated 13 months ahead and topped up automatically as time moves on.
Work, file, close
Tick off the checklist, record the reference number, attach proof and mark it submitted.
What is tracked
21 services across 1 body, straight from the live catalogue
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
Companies and Intellectual Property Commissionwww.cipc.co.za
21 services| Service | How often | How the due date is worked out |
|---|---|---|
| CIPC Annual Return (company)Annual return filed with beneficial ownership declaration, securities register and AFS/FAS. | Annual | Within 30 business days after the anniversary of incorporation.Late fee added; two or more outstanding returns lead to deregistration. |
| CIPC Annual Return (close corporation)Annual return for close corporations. | Annual | From the anniversary month to the end of the following month [verify] - tracked at 30 business days.Late fee; deregistration for continued non-filing. |
| Beneficial Ownership annual confirmationConfirm or update the beneficial ownership filing with the annual return. | Annual | Confirmed with every annual return; enforced since 15 April 2024.Annual return blocked; administrative fines. |
| Beneficial Ownership filing (new / change)File BO and securities register after incorporation or any change. | Event-driven | Within 10 business days of incorporation or of a change.Administrative fines under the GLAA. |
| AFS filing in iXBRLFile tagged annual financial statements for companies required to be audited (PIS 350+, etc.). | Annual | With the annual return; turnover is validated against the AR.Annual return incomplete. |
| Financial Accountability Supplement (FAS)FAS for companies not required to file AFS. | Annual | With the annual return. |
| Public Interest Score calculationCalculate PIS to determine audit / review / compilation requirement. | Annual | At each financial year-end. |
| Director / member changes (CoR39)Appoint, resign or update directors. | Event-driven | Within 10 business days of the change.Compliance notice. |
| Registered office / records address change (CoR21.1, CoR22)Change registered address or location of records. | Event-driven | Takes effect five business days after filing [verify]. |
| Name reservation and change (CoR9.1, CoR15.2)Reserve a name and register the name change by special resolution. | Event-driven | Name reservation valid 6 months; special resolution filed within 10 business days. |
| MOI amendment / authorised shares (CoR15.2)Amend the memorandum of incorporation, share classes or authorised shares. | Event-driven | Within 10 business days of the special resolution. |
| Share issue / transfer and register updateProcess share allotment or transfer, certificates, securities register, STT and BO update. | Event-driven | Register updated on transfer; BO filing within 10 business days; STT within 2 months. |
| Company / NPC registration (CoR14.1, CoR15.1)Register a new private company, NPC or Inc. | Once-off | Once-off. |
| Voluntary deregistrationDeregister a dormant company. | Event-driven | Event-driven; SARS tax clearance required. |
| Re-instatement (CoR40.5)Re-instate a deregistered company. | Event-driven | All outstanding annual returns must be filed and paid after approval. |
| Financial year-end change (CoR25)Change the company's financial year-end. | Event-driven | File before the current year-end passes; once per year; period may not exceed 15 months. |
| Auditor / company secretary change (CoR44)Appoint or change auditor or company secretary. | Event-driven | Within 10 business days. |
| Co-operative annual returnAnnual return and financial reports for co-operatives. | Annual | After financial year-end with audit / independent review report per category [verify timing].Deregistration for non-filing. |
| Trade mark renewalRenew a registered trade mark. | Every few years | Every 10 years from filing date; 6 months grace with surcharge.Mark lapses. |
| Patent / design annual renewalPay annual renewal fees on patents and registered designs. | Annual | Annually from the third anniversary of filing; 6 months grace.Registration lapses. |
| Trade mark applicationSearch and file a new trade mark. | Once-off | Once-off. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Good to know
Questions about CIPC & Secretarial
Each service carries a statutory rule — a day of the following month, an offset from the client's financial year-end, the anniversary of incorporation plus business days, fixed calendar dates, the client's VAT category, or the expiry date of a registration. The engine applies the rule to the client's profile and moves dates that land on a weekend or a South African public holiday. You can always override a single due date by hand.
No. It tells you what is due, tracks the work and keeps the proof. Filing still happens on the CIPC platforms.
Yes. Add your own service with its own frequency and due-date rule under Compliance → Service Catalogue. It appears on the same calendar, gets the same reminders and can carry its own checklist and required documents.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
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