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Guide · Staff
How to Track Companies House Deadlines for All Clients
Proactive tracking of Companies House deadlines is essential for protecting your clients from penalties.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Tracking Companies House deadlines requires a reliable system that monitors both confirmation statement and annual accounts filing dates for every limited company client. By centralising these deadlines and setting up early alerts, you ensure that your firm has ample time to gather information and file correctly, avoiding costly late filing penalties.
What are the most critical deadlines to track?
The confirmation statement (annually) and the filing of annual accounts (9 months after year end).
Missing these leads to automatic fines and potential strike-off.
How do you track these effectively?
Use a system that automatically calculates or syncs these dates for every company you manage.
Manual entry is prone to error and should be avoided.
How do you manage the filing process?
Link each deadline to a specific task and start the data collection process early.
Give yourself at least a 60-day buffer for accounts.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Relying on paper notices
- Missing new client deadlines
- Not checking status regularly
- Ignoring the confirmation statement
“Managing deadlines and tasks is much easier.”
Frequently asked questions
What are the penalties for late filing?
They start at £150 and can rise significantly, especially if the accounts are filed very late or for multiple consecutive years.
How often does a confirmation statement happen?
At least once every 12 months, although you can file more frequently if there are changes to report.
Can I change a company's year end?
Yes, you can extend or shorten an accounting period through Companies House, which will change the future filing deadlines accordingly.
What if a company is dormant?
Dormant companies still have to file a confirmation statement and dormant accounts every year—there are no exceptions.
Is the filing date the same as the tax date?
Not always. While the accounts filing date is fixed by Companies House, the Corporation Tax payment date is separate.
How do I handle new clients?
As soon as you take on a new company, verify their current filing status and deadlines directly with Companies House to avoid surprises.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
