How to generate Form TM02 – Termination of Appointment of Secretary

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Step 1 – Creating the Event

1. From the menu bar, select Edit | Director/Secretary
   
   The following screen Displays

2. Select the Secretary tab.
   
   
   

3. Highlight the appropriate Secretary involvement and click View.
   
   
   
   The following screen displays.

4. Enter the termination date in the To field and click OK.
   
   .
   
   The following screen displays.

5. Select the relevant option and click OK.
   
   
   
   
   The above steps will activate a completed form TM02 for Termination of appointment of Secretary.

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Step 2 – Generating the TM02 Form -Termination of Appointment of Secretary

• To file the form electronically, follow the steps below.

1. From the menu bar, select Reports | Company Forms
   
   The following screen displays.

2. Highlight the form TM02.

3. Ensure the CH E-file option has been selected.

4. Click Print Form.
   
   
   
   The TM02 form will be generated in the IRIS PDF Viewer please review the details and close out of the preview screen.

5. If you have a valid Practice Management license, continue with step 6.  If you do not have a Valid Practice Management license, go to step 7.
   
   The following dialog displays.

6. If a log is required in communication tracking, click Yes, if a log is not required in communication tracking, click No.
   
   
   
   The following dialog displays.

7. Select one of the following options; Yes to submit to Companies House, XML to view the contents of the submission or No to cancel the submission.
   
   
   

• To paper file the form, follow the steps below.

1. From the menu bar, select Reports | Company Forms

2. Highlight the log for Form TM02.

3. Click Print Form.
   
   The TM02 form will be generated in the IRIS PDF Viewer, please review the details.

4. After reviewing the form, select . The form is ready to be manually submitted to Companies House.

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