General

• How do I reference to the article/clause number when entering into the memorandum and articles?

Go to Edit | Memorandum and Articles and select the clause/article that is to be referred to, for example, Articles of Association | Decision-Making by Directors | Unanimous Decision. In the bar at the bottom centre of the screen each screen has a different Screen Id, for example, Unanimous Decision is 100014300. This ID is used to reference the clause/article. To reference this screen select the clause/article that needs to make reference to an alternative clause/article and insert the following within the text field, for example, <<10001430>>. Run the reports from Reports | Memorandum and Articles and the note in which <<10001430>> was entered will be replaced with the number associated with the paragraph stipulating the unanimous decision.

• How do I document track the Memorandum and Articles?

To activate the option to Log the Memorandum and Articles of Association and insert them into Client | View | Communications tab the following needs to be achieved:

that the Memorandum and Articles have no exceptions on the exception report or tags missing with the main body of the document and

that the Memorandum and Articles are have been finalised. (This can be achieved whilst in Memorandum and Articles screen by going to Edit | Finalise.)

• What is the printer driver that is needed for electronically forming companies within IRIS and electronically filing the Memorandum and Articles?

Attaching the Memorandum and Articles to the e-file is requiring a specific printer to be setup. How do I do this?

Either a Xerox Phaser 5550B (Windows 7, Windows Vista and Windows 2003/8) or Xerox DocuPrint N3225 printer (Windows 2003 only), needs to be installed on your workstation and renamed to IRIS with the Port set to File. Follow the instruction below depending on the operating system you are using below:

Using a Windows 7 or Vista workstation:

1. 1. Go to Start (Windows symbol bottom left of screen) | Control Panel | Devices and Printers  (select Printers for Vista workstations) and click Add a Printer.

   2. Select Add a Local Printer.

   3. Alter Use an existing port: to FILE: (Print to File) and click Next.

   4. Under Manufacturer select Xerox and under Printers select Xerox Phaser 5550B and click Next.

   5. Select Use the driver that is currently installed (recommended) and click Next.

   6. In the Printer name field enter IRIS and click Next. (For Vista workstations, confirm NO tick has been entered under Set as default Printer.)

   7. Select Do not share this printer and click Next.

   8. Confirm NO has been entered under Set as default printer (Windows 7 only.)

   9. Click Next | Finish. Do not click Print Test Page as the printer is not physically available.

This workstation is now ready to electronically file incorporations with Companies House.

• What information does IRIS obtain from the Companies House responses?

IRIS monitors email accounts for Companies House emails and/or poll Companies House for responses to efile submissions. The information contained in the email and xml responses is used to update the IRIS database with the following:

1. • change in status that is, if the e-file is still pending, accepted or rejected

   • reason for rejection of an e-file and the rejection code if applicable

   • add a link to the incorporation certificate in Reports | Incorporation Forms

   • add the incorporation certificate to Client | View | Communications tab if a Practice Management licence is present

   • update a new client's date of incorporation, registered number and company authentication code

• Can I print the Incorporation Certificate on plain paper?

The guidance given from Companies House:

In order to maintain a consistency of quality and presentation of printed copies of incorporation certificates:

The electronic certificate communicated to the presenter should be printed in black ink on A4 sized 160g ivory coloured inkjet/laser card with a plain background.

In producing a printed copy of the electronic certificate communicated to the presenter there should be no alterations, additions to, or deletions from the electronic certificate.

• How do I select an alternative service address for a director/secretary for the IN01?

Each person in the database will have a ‘Default service address’ this is the address which will be used across all their involvements.

To change this default, view the personal client maintenance window, select the Address tab, select to add an address, or amend the existing address which is selected as the Service address – CA2006(Default)

To change the service address for one involvement, go to Edit | Directors/Secretary, select the appropriate director or secretary, View, use the Service address drop- down box to select the service address to be used for the involvement. If the changes are to be from a specific date, Log the change at the correct date.

• How do I use the abbreviations for directors and secretaries ‘The Company’s Registered office’ for the service address, ‘Same as service address’ for the main address, as permitted by the Companies Act 2006 on the forms?

To select to use these abbreviations, Edit | Form Options, select the Form Options tab, tick the Use abbreviations option.

This option can only be set at client level.

• How do I enter details for a Non-EEA Corporate directors?

Corporate directors/secretary’s are required to provide additional information about the location they are registered, Legal form and governing law, these details can be entered in Edit | Non-EEA Corporate Officers

• How do I enter Prescribed particulars of rights attached to shares?

The prescribed particulars of each share type on incorporation must be entered in the share register.

To do this, select Edit | Share Register, in Share Types tab, select each share type, View each share type, select the Rights tab, enter the details of the rights.