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To access this screen, go to Reports | Submission Status Report.
This screen is used to select criteria to report on the status of accounts generated in Accounts Production, documents logged within Company Secretarial and formations submitted within Company Formations.
Documents electronically submitted to Companies House are tracked automatically in IRISPTP by the status of the documents altering between Sent, Pending, Parked, Accepted or Rejected. Documents printed and manually sent can also be tracked through manually altering the status as indicated below:
for accounts in Accounts Production, go to Posting | Posting Entry Status, highlight the year end for which the accounts have been submitted and select Submission Status. Specify the status of the accounts i.e. Sent and click OK.
for forms in Company Secretarial, go to Reports | Company Forms, highlight the specific form and select Form Status.
for incorporations in Company Formations, go to Reports | Incorporation Forms | Form Status.
Options available for report output are:
Clients - Choose to print the report for:
the currently Selected Client shown at the top of the screen;
All (listed one per page) which lists each client on a new page; or
All (listed continuously) which lists each client continuously after each other on the report.
Forms and/or accounts - Choose to include documents:
Filed by paper/e-file where you can choose to include all documents or just documents filed by paper or filed electronically.
Dated between where the entry of a date range restricts which documents are included based on the date of the history entry is.
Current Status of sent, pending, accepted and/or rejected.
Documents with no status will be excluded from this report.
Restrictions - Choose None for all documents to be included in the report or filter the information to Show incorporations only (which is form IN01 (CA1985 - 10, Form 12 or EINC) or Show accounts only (which is the form AA02 (CA1985 – DCA) and any accounts submitted using Accounts Production).
Select Print to generate the report based on the above criteria or Cancel to exit the screen without generating the report.