This template manages the process for completing and submitting annual secretarial returns to the Companies and Intellectual Property Commission (CIPC) for South African entities.

It includes tasks for reviewing company details, preparing the return, obtaining client approval, and lodging with CIPC. Responsibilities are shared across roles such as Preparer and Reviewer, with clear task ownership throughout the workflow.

The template includes client requests and internal checklists to maintain accuracy and compliance.

It is fully customisable to suit your firm’s workflow and team structure.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.