Finalised Status

• To access this screen, go to Reports | iXBRL (iXBRL and CH E-File - Limited companies ONLY) | Finalised Status or Reports | Annual | OK | Finalised Status or Posting | Posting Entry Status | Finalised Status

This screen is optional for paper filing, but the reports must be finalised before electronic accounts can be submitted to Companies House. (this will affect Global Practice Management). If you wish to mark the period as Reports finalised simply tick the relevant box. This will then show the date, time and the users name who has set the status as finalised.

It is only possible to mark the iXBRL Finalised, HMRC Copy Created and CH Copy Created statuses as finalised from the within the Tag Editor, though the current status can be seen within the Accounts Finalised screen they are non-maintainable from here.

Where any finalised status has been set a warning message will appear when entering the posting screen, data screens or Tag Editor for that period, any amendments made will result in the finalised status being removed.

The correct permissions must be given to allow a finalised status to be set. Please refer to Staff Allowances Quick Guide.