Company Forms
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How do I log an Annual Return with completed details?
The AR01 (CA1985 - 363a) form needs to be manually logged. Go to Client | View, select the History tab and click Log New at the bottom of the screen.
Select to log an Annual Return Date and enter the date that the Annual Return is for.
To print this form, go to Forms | Company Forms, highlight the AR01 (CA1985 - 363a) form and click Print Form.
Making changes to the central database and logging that change when prompted activates other forms. For example, changing the registered office of the client activates the AD01 (CA 1985 287) form.
How do I log a DCA (Dormant Company Accounts) form with completed details?
The DCA form needs to be logged manually. Go to Client | View, select the History tab and click Log New at the bottom of the screen.
Select to log a Dormant Company Accounts Submitted and enter the date that the DCA is for.
To print this form, go to Forms | Company Forms, highlight the DCA form and click Print Form.
How do I log a company formation when the business has already been created?
It is possible to log the company formed date even after the company has been created by going to Client | View | History | Log new | Company Formation.
The company formed screen is used to log the date at which the formation of the company took place.
Once the details have been filled in, click on Update to save the changes and log the details.
Click Cancel to close out without saving the changes. Delete will delete this history item.
How do I set my Companies Act 1985 forms to generate in MS Word / PDF format as default?
To set the forms to generate in MS Word / PDF format as default, go to Setup | Form Options and select the Documentation tab.
Select either MS Word or PDF as the default option and click on OK. Now when generating the forms they will be generated in the chosen format unless this is changed within the Company Forms screen.
All Companies Act 2006 forms will be produced in the PDF Viewer.
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 list 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 select an alternative service address for a director/secretary?
Each person on 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 list 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, select 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/secretarys 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 a SAIL (Single Alternative Inspection location), or relocate the records to the SAIL/Registered Office?
The SAIL address can be specified on a Business client from the Address tab of the Business client maintenance screen.
To move any of the registers to the SAIL address, select Edit | Location of Registers, and select the Registers which will be held at the SAIL address.
Companies House will assume that all records are held at the Registered Office unless otherwise notified.
