Enable the Electronic Filing Profile for the United Kingdom

The presenter identifier and presenter authentication code provided by Companies House must be entered into a Diligent Entities electronic filing profile before electronic filings can take place.

Before you start

Make sure you have an electronic filing account with Companies House, that is, you have a presenter identifier and a presenter authentication code. Refer to Set up Electronic Filing for the United Kingdom for more information.

  1. Go to System Tools > List Manager > Electronic Filing Profiles.

    System Tools are available to users with administrator privileges.

  2. Find the EFUK4 - UK XML Filing (2006) profile in the list and select Open folder icon to open the Electronic Filing Profile wizard.

  3. In the Profile Status section, select the Set profile as active and Set profile as default for country options. Select Next.

    Leave the values in the Electronic Filing Profile section unchanged.

  4. On the Details page of the wizard, enter the presenter ID you received from Companies House as Sender ID and the presenter authentication code as Sender Password and populate the Sent From and Company PIN fields, if required. Select Next.

    Note

    The presenter ID and authentication code are issued by Companies House in two separate letters which you receive from them upon signing up to the electronic filing service.

    Field Name

    Description
    Sent To This field is populated automatically, leave it unchanged.

    Sent From

    Optional field for a contact email address. All messages sent to the Companies House will show the email address or user entered here as sender. It is recommended that you leave this field blank. Companies House can then populate the data with the correct address.

    Company PIN

    Complete this field with your 6-digit alphanumeric company authentication code used by all of the companies for which you want to be electronically filing forms, if applicable. If separate codes are to be used for each company, leave this blank and enter the company authentication codes in the company records. Refer to Record Company Authentication Codes to learn more.

    Next Message No

    The number in this field increases by one for every send & receive made from or by the system.

    Next Document No

    The number is this field increases by one for each document that is sent.

  5. On the Proxy Settings page of the wizard, enter the proxy settings. Select Next.

    Note

    Hosted clients are not required to enter any proxy details.

    Complete these settings if your organisation uses a proxy server to connect to the internet. Proxy settings are provided by your company's IT department.

    Field Name

    Description

    Proxy Server

    The profile requires access to a server that has internet access for HTTP connectivity. Ensure that port details are also entered.

    User Name

    Enter the proxy server username of the user that is currently signed in. To change, enter a valid username with relevant access rights on the proxy server.

    Password

    Enter the proxy server password of the user that is currently signed in.

    Verify

    Confirm the password of the proxy server user account.

  6. On the Options page of the wizard, select the Electronic Filing Options and Diagnostics options you want to use.

    You can choose from the following options:

    Option

    Description

    Automatic notification of received messages

    If this option is selected and the signed-in user has a contact email address entered, the system notifies the user through email of the status of forms.

    Note

    If the Managed By user is the same as the e-filing user, only one email is sent.

    Automatically invoke Send & Receive

    If selected, the system automatically performs send and receive, that is, it sends any document in Verified & Queued status to Companies House. The process also prompts Companies House's system for an update on any documents that have already been sent.

    Note

    Hosted clients must not select this option. If automatic send and receive is required, contact the Diligent Support Team for assistance.

    Clear inbox of received messages

    Leave blank, not applicable.

    Log all message text

    If selected, the entire message sent or received is recorded in the e-filing log file.

    Record all processing stages

    If selected, all steps taken during the e-filing process are recorded in the e-filing log file.

    Test Transmission

    Leave blank, not applicable to a live profile.

  7. Select Finish to complete the wizard.

    Diligent Entities is now connected to the Companies House portal for electronic filing. It is possible to set up e-filing profiles specific to individual users. Refer to Set up User-Specific E-Filing Profiles for more information.

What's next?

Self-hosted clients must complete the steps outlined in Enable Email Notifications for Electronic Filing to receive email notifications.

Once you have completed all the necessary steps outlined in Set up Electronic Filing for the United Kingdom, users can start to generate and e-file forms to Companies House.