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Template · Client
Confirmation Statement Information Request Template (UK, Free)
Ensure your clients’ company records are accurate before filing the annual confirmation statement.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A confirmation statement information request asks the client to verify that the information held by Companies House—such as registered office, officers, and share capital—is still correct. It is a vital check to ensure statutory records remain up to date each year.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- Annually, before the confirmation statement deadline
What should you ask clients to verify?
Clients should confirm the accuracy of all registered company details.
Even if nothing has changed, the confirmation statement must be filed annually. You should ask the client to check:
- Registered office address
- Current directors and secretary
- Register of People with Significant Control (PSC)
- Share capital and shareholder details
- Standard Industrial Classification (SIC) codes
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
Confirmation Statement Information Request Template (UK, Free)
Subject: Important: Review of Company Details for [Company Name]
Dear [Client Name],
It is time to file the annual Confirmation Statement for [Company Name] with Companies House. This statement confirms that the information held on the public register is correct.
Please review the following details and let us know if any changes are required:
Registered Office: [Current Address]
-
Preview shows the opening and key sections. The full editable file is free to download below.
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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?
- Filing without client verification
- Missing the 14-day filing window
- Not updating PSC details
- Ignoring SIC code changes
- Incorrectly reporting share transfers
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
How often is this filed?
At least once every 12 months.
What is the filing window?
You have 14 days from the end of the review period to file the statement.
What if there are no changes?
You still must file the statement to confirm the data is current.
Are there penalties?
Yes, failure to file is a criminal offence and can lead to company strike-off.
Can I automate the reminder?
Yes, use Remindoo’s Companies House tracking to trigger this request.
Who signs the statement?
A director or the company secretary.
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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
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“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
