Annual Report

Welcome to your guide to completing the annual report. Councils are required to upload all necessary forms to the report. 

DUE DATE: APRIL 1, 2023

IMPORTANT TIPS – READ THROUGH THIS FIRST!

1. Update your council profile (use the "Council-Club-Info_Worksheet" to prepare. Instruction below). This is a seperate step from the online form, but must be done on an annual basis as well as when any council information changes.  
2. READ THROUGH AND FOLLOW THE INSTRUCTION DOCUMENTS to prepare!  ALL DOCUMENTS ARE IN THE LINKS BELOW.  Do not try to rush through the report process and have everything prepared before going to the online form.
3. Get all your documents prepared and saved to your computer so they will be ready to upload where indicated in the online form.  Some people find it helpful to also print them to follow along. 
4. About the documents:
   • Review the Instruction document first
   • Review the cheat sheet(s)
   • Make sure you have a reconciled year-end bank statement.
   • "Council-Club-Info_Worksheet"; use this worksheet to prepare to update your FFI member account profile (this is to keep your information up to date in our member system). You need to login as the Council. 
   • The "BoardMbrList_IRS-Report_UploadDoc" is for those completing the group return.  Fill it in, save it and upload it where indicated, (when the link is clicked the document will pop in at the bottom of your screen).
5. There is a single link to the ONLINE FORM that will guide you through the necessary steps to complete the annual report. 
6. There is no time limit to complete the online form, but once you start, you need to complete it through the final "Submit" button. If you exit, you will not be able to go back to it later and you will have to resubmit everything again.  You can use the previous page and next page buttons without losing info.
7. At the end, you must click the "Submit" button to complete the report, (you will follow the "Report Completion Instructions" provided).

Links to the instructions, documents, and cheat sheets

Continue AFTER you download, read, complete, and save the documents.

Update Your Council Profile 

Keep your council information up to date at all times.  This helps existing and potential clubs and members reach out to you or become a social media follower.  It also helps FFI to keep in touch with the right people.

Here is how you do it:

1. Click “Login” at the top of the page.
2. The first time logging in to the new system, you need to do a password reset.
3. The password reset will go to the council email we have on file.
   • If you do not get the password reset email or don’t have access to the email, contact the FFI office by calling x0 or by email at membership@flyfishersinternational.org 
4. • Once you get the password reset email, go ahead and reset your password. 
   • Go back to log in and enter your username and newly reset password and then proceed to #5.
5. Once you are logged in you will click “Profile” at the top. 
6. You can then:
   • Upload a picture (a lot of clubs upload a club logo)
   • Click the blue “Edit” button to edit the club contact information.
   • After updating the information, go back to the top and click the red “Save” button.
7. Your profile update is complete!  Be sure whenever you have club contact or officer/volunteer changes to go to your profile and keep it updated.

Please DO NOT mail or email your submissions or forms
form problems you may EMAIL the club coordinator

Questions

E-mail: clubs@flyfishersinternational.org
Telephone: 406-222-9369 Ext 2