Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Checklist · Client
Dormant Company Accounts Checklist for Accountants
Maintaining compliance for non-trading entities.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Even a dormant company has filing obligations. Failing to file correctly can result in penalties or forced strike-off. This checklist ensures you keep your company in good standing, documenting its dormant status every year.
Why should you formalise dormant company procedures?
Dormancy is a legal state, not just an inactivity. You must still submit filings to Companies House to confirm the status annually.
Companies House is strict; if you miss the filing, you face penalties just like an active company.
It's easy to assume because nothing is happening, there's nothing to do—this is a dangerous mindset.
What steps are required for a dormant filing?
Verify no transactions occurred, prepare the dormant company accounts (or an 'AA02' form), and submit them to Companies House on time.
Key dormant company tasks
- Verify the company has been dormant all year
- Ensure no bank account transactions
- Prepare dormant accounts (AA02)
+ 2 more in the full download
Checklist preview
0/4 done · showing 4 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.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Turn this into a task and subtask template in Remindoo
Save each group as a task with subtasks, attach it to the right service and let recurring tasks create it for every client, every period. Each item gets an owner and a deadline, and nothing depends on someone remembering to print the list. See task and subtask templates.
What are the common mistakes?
- Assuming 'dormant' means you don't need to file anything
- Missing the confirmation statement filing
- Forgetting to update directors' details
- Allowing a bank transaction to slip through
- Filing late because the company wasn't 'doing anything'
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
What is a dormant company?
A company that has had no significant accounting transactions for the entire accounting period.
Is a confirmation statement required?
Yes, you must still file a confirmation statement every year.
What form do I file?
You typically file form AA02 for dormant company accounts.
What if there was one transaction?
Then the company is no longer dormant, and you must file full accounts.
What are the penalties?
Companies House late filing penalties apply to accounts filed late.
Can I do this in Remindoo?
Yes, use Remindoo to track the deadline and trigger the recurring task annually.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
