Create and E-file a Confirmation Statement
Use the Confirmation Statement wizard to generate a CS01 form for electronic filing.
To illustrate the electronic filing process, the following steps describe how to generate a confirmation statement and e-file it to Companies House. Other supported forms can be generated and e-filed in a similar way using the relevant wizard in the application.
Before you start
You can only generate forms for companies in live mode. Refer to Setup mode and live mode to learn more.
To e-file the form you generate to Companies House, make sure you have completed the steps outlined in Set up Electronic Filing for the United Kingdom.
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Open the company record and go to Company Details > Wizards > Documents > Confirmation Statement to open the Confirmation Statement wizard.
Alternatively, go to Compliance, select the Confirmation Statement tab and select Wizards > Confirmation Statement.
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On the first page of the wizard, review the dates, enter a date for this confirmation statement and select Next.
This page is populated with the dates entered on the Confirmation Statement tab under Compliance.
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On the second page, review and select the required options and select Next.
Confirm that details of the company's registered office and its officers are correctly shown at Companies House by selecting the relevant option.
Of the confirmation statement options, select which parts of the confirmation statement are to be generated. All parts are selected by default, so the application picks up any changes that have occurred in the confirmation statement period, that is, the period between the last confirmation statement date and the confirmation statement now being prepared.
- On the Sign and File page, enter the signature and filing dates and select Next.
If you want to file the form electronically, the date of the filing and the date of the form must be the same date.
Note
These fields must be completed and be accurate so that the system can calculate the next confirmation statement due and overdue dates accurately. If the dates are unknown, leave the fields blank, save the event as pending and enter them later.
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On the Action page, select the Validate event and save as pending option and select Next.
It is recommended to save the event as pending if you want to file the form electronically to ensure that corrections can be made and the form can be regenerated if needed.
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On the Documents page, select to generate the CS01 document and select Next.
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On the Finish page, when the document is ready, select the checkbox against it and select Other Options > Sign Document.
Other Options display when you select a document.
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Complete the Sign Document wizard.
For more information on how to complete the wizard refer to Define a Signatory for a Single Form.
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Once the document is signed, select Other Options > Efile Document and complete the Efile Document wizard.
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Go to Working Documents > Electronic Filing and select Send & Receive.
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Complete the Send & Receive wizard to send the document you just e-filed to Companies House.
What's next?
Check back later to see progress on your form. Refer to Electronic Filing Statuses for UK Forms for more information.
