Manually generate forms

While the majority of forms created in IRIS Elements Company Secretarial are made using automatic triggers, some require manual generation.

The AA02, CS01 and DS01 currently require manual generation.

  1. From the Company Secretarial widget, select View all to open the Forms page.Company secretarial widget View all
  2. On the Action list, select the form you would like to generate:
    • Manually log confirmation statement
    • Close company (DS01)
    • Log dormant company accounts (AA02)
  3. A list of your registered clients appears. Enter the Effective date.Select client in company secretarial
  4. Select the client that you are generating the form for.
  5. Select Save.

From there, you can review the generated form (if applicable) then submit the form to Companies House.