Checklist
Confirmation Statement Checklist
Confirmation Statement Checklist gives UK accountancy teams a practical workflow for repeat client work. Preview the key steps below, download the full checklist, then turn it into a recurring Remindoo workflow with owners, reminders and visibility.
Checklist preview
0/7 done · showing 7 of 15 itemsThe full 15-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
Turn this into a recurring workflow in Remindoo
Create a service template, add subtasks, set trigger dates and assign owners so this checklist runs automatically for every relevant client.
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.
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.
- Verify that the current Registered Office Address is correct.
- Review the service and residential addresses for all active Directors and Secretaries.
- Confirm that any appointments or resignations during the year have been formally logged.
- 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.
- Never miss a deadline with tasks that are piled up.
- Follow a standardised process, like using checklists to verify PSCs and SIC codes.
- Let the system send reminders automatically and chase clients while you focus on higher-level work.
- 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.
How It Works
- Create a service template named “Confirmation Statement” and add frequency
- Create annual CS01 tasks and subtasks forthe Confirmation Statement service
- 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.
- Assign the Confirmation Statement service to individual clients so tasks and checklists are applied automatically.
- Allocate team members to each CS01 task for clear ownership and accountability.
- Set up automated reminders for internal teams and clients based on trigger dates or task progress.
- Link confirmation statement tasks with bookkeeping and accounting workflows for a seamless experience
- 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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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
