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Confirmation Statement Checklist

Our CRM software, Remindoo, is designed to streamline statutory filings and keep your firm organised. You can manage your annual compliance easily with Remindoo. It helps ensure that the Companies House records accurately reflect a client’s corporate structure, which is a vital and recurring obligation.

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Registered Office And Officer Details

Firstly, ensure your basic company data is correct. Minor changes to service addresses or the details of the directors must be updated to keep the public record accurate.

  1. Verify that the current Registered Office Address is correct.
  2. Review the service and residential addresses for all active Directors and Secretaries.
  3. Confirm that any appointments or resignations during the year have been formally logged.
  4. Check that the Single Alternative Inspection Location (SAIL) address is updated if records are held elsewhere.

Persons With Significant Control (PSC)

The PSC register is an integral part of UK compliance and a common area for the filing of errors. You must also verify if any person or entity has gained or lost significant control over the company during the year. This is necessary to meet transparency requirements and avoid late penalties.

SIC Codes And Trading Status

Standard Industrial Classification (SIC) codes provide Companies House with information about the nature of the business and what they do. If a client has an updated business model or added a new revenue stream, then their SIC needs to be updated.

Streamline Your Compliance With Remindoo

When you are managing a large portfolio of clients, staying on top of confirmation statements can be a real challenge. If you miss a deadline, it can lead to your company being struck off the register. Many firms nowadays try to track these dates in spreadsheets, but when your client portfolio grows, these manual trackers often fail or become outdated.

Remindoo handles your compliance work and takes the manual labour out of company secretarial tasks. This software acts as a safety net, ensuring PSC changes or SIC code updates are documented and filed on time.

Remindoo also helps you connect your compliance work with your day-to-day operations. When you have a centralised system, it can help you save time so you can focus on your clients more. 

  1. Never miss a deadline with tasks that are piled up.
  2. Follow a standardised process, like using checklists to verify PSCs and SIC codes.
  3. Let the system send reminders automatically and chase clients while you focus on higher-level work. 
  4. Link your compliance tasks with your bookkeeping and accounting workflows for a seamless experience.

Managing Confirmation Statements in Remindoo

When managing a large portfolio of clients, staying on top of confirmation statements can be challenging. Missing a deadline could result in a company being struck off the register. Many firms rely on spreadsheets, but as client portfolios grow, manual trackers often fail or become outdated.

Remindoo takes the manual labour out of company secretarial tasks, acting as a safety net to ensure PSC changes and SIC code updates are documented and filed on time. By centralising compliance work, Remindoo also connects it with your day-to-day operations, saving time and allowing you to focus on your clients.

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How It Works

  1. Create a service template named “Confirmation Statement” and add frequency
  2. Create annual CS01 tasks and subtasks forthe Confirmation Statement service
  3. Set up a checklist to review and verify PSCs (People with Significant Control) and SIC codes, ensuring all compliance requirements are accurately tracked and completed.
  4. Assign the Confirmation Statement service to individual clients so tasks and checklists are applied automatically.
  5. Allocate team members to each CS01 task for clear ownership and accountability.
  6. Set up automated reminders for internal teams and clients based on trigger dates or task progress.
  7. Link confirmation statement tasks with bookkeeping and accounting workflows for a seamless experience
  8. Monitor progress centrally and mark tasks as complete once all compliance requirements are fulfilled

With Remindoo, managing confirmation statements becomes a structured workflow, giving your firm clarity, consistency, and confidence while keeping client compliance on track.

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