TABLE OF CONTENTS

• Step 1: Access the Annual Return
• Step 2: Confirm Turnover
• Step 3: Calculate the Annual Return Fee
• Step 4: Complete the Financial Accountability Supplement (FAS)
• Step 5: Finalise Submission
• Step 6: Make Payment
• Step 7: Confirmation & Document Storage

Overview

Intersect allows you to automate your CIPC annual return submissions — from fee calculation to integrated payment and document storage. This guide explains the full submission process.

See this feature in action.

Step 1: Access the Annual Return

• From the Action button on your dashboard, click to begin the annual return submission.

• If your annual return is overdue, penalties will be automatically applied.

Step 2: Confirm Turnover

• If your Intersect account is connected to Xero, turnover will populate automatically.

• If using another accounting system (or manual/desktop software), enter your turnover manually in the editable field.

Step 3: Calculate Annual Return Fee

• Click Calculate to generate the payable fee to CIPC.

Step 4: Complete the Financial Accountability Supplement (FAS)

• Turnover date ranges prepopulate from your year end.

• Turnover figures will also prepopulate if integrated.

• Complete all mandatory FAS fields.

• Time saver: If your Accounting Person is a natural person, search and auto-populate their details.

  • If they are also the Financial Person, that section auto-populates too.

  • Otherwise, select “No” and enter details manually.

Step 5: Finalise Submission

• Review company information (prepopulated from your Intersect profile).

• Click Finish to complete the return.

Step 6: Make Payment

• You’ll be redirected to the integrated payment page.

• Enter your credit card details, accept the terms and conditions, and pay.

• The payment will process automatically.

Step 7: Confirmation & Document Storage

• Your dashboard will update, showing the next due date and graying out the action button until then.

• Intersect automatically retrieves the PDF Annual Return certificate from CIPC and stores it in your Document Hub.

• Two emails are sent:

  • To you (the practitioner) with a link to the stored document.

  • To your client, notifying them the annual return has been submitted and where to access it.

Troubleshooting & Tips

• Ensure your turnover data is accurate before submission.

• If using Xero, check that the API connection is active for auto-population.

• All certificates and submissions are securely stored in the Document Hub for future access.

Last Update: 23 April 2025