Inform Direct Support
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
01473 226482
Knowledge base
Company Information
Addresses
17
What are the Different Types of Addresses Held For A Company?
How do I Change the Registered Office Address?
How do I add or change the Residential Address?
How do I add or Change the Shareholder Contact Address?
How do I tell what the Existing Service Address for a Officer or PSC is?
View all 17
Authentication Code
8
What is the Companies House Web Authentication Code?
Why do I need to Provide the Company Authentication Code?
How Do I Get a Reminder of the Existing Companies House Web Authentication Code?
Where is the Web Authentication Code Stored by Inform Direct?
How do I Update the Company Authentication Code that is Stored on Inform Direct?
View all 8
Change Company Name
4
How Do I Change the Company Name?
What Happens After I Have Changed My Company Name?
How Do I Prepare Draft Documents To Change The Company Name?
How Do I Change the Name of an Existing Company to Something Similar to Another Company?
Companies Limited by Guarantee
9
What do Membership Certificates Look Like?
How do I Add Members to a Company Limited by Guarantee?
How Do I Create a Membership Class?
How Do I Create Membership Certificates?
How Do I Remove a Member for a Company Limited by Guarantee?
View all 9
Company Details
13
How Do I Add My PAYE Details?
How Do I Enter a National Insurance (NI) Number in Inform Direct?
How Do I Save My Corporation Tax or UTR Details?
What does the Company Status Mean and how can I Change it?
How Do I Change the Accounting Category?
View all 13
Company Registers
24
Overview of the Statutory Registers
What Company Registers Does Inform Direct Support?
How Do I View and Access the Statutory Registers?
What do the Statutory Registers look like?
How Do I add Historic Information to the Statutory Registers?
View all 24
Dissolving companies
6
Overview of Dissolved Companies
How Do I Dissolve (Strike Off) a Company With One or Two Directors?
How do I Dissolve (Strike Off) a Company with Three or More Directors?
Can I stop or restore a Company in the Process of Being Struck Off?
What happens to a Dissolved Company on Inform Direct?
View all 6
Confirmation Statements
29
What is a Confirmation Statement? (CS01)
How Do I Prepare the Confirmation Statement for Approval Prior to Submission?
When must the Confirmation Statement be filed?
What Fees Do I Pay to File a Confirmation Statement?
What is the Confirmation Date?
View all 29
Dividends
9
How Do I Create a Dividend Voucher and Minute?
What Do the Dividend Minutes Look Like?
What Does the Dividend Voucher Look Like?
How Do I Accommodate a Dividend Waiver?
How Do I cancel or remove a Dividend?
View all 9
Accounting Reference Date
3
How Do I Change the Accounting Reference Date?
How Do I Prepare Draft Documents to Change the Accounting Reference Date?
What is the Accounting Reference Date?
SAIL Addresses
5
How Do I Set Up a SAIL address?
What Records are Currently Stored at the SAIL Address?
How Do I Change the SAIL Address?
How Do I Record a Change in the Documents Stored at the SAIL Address?
How Do I Remove a SAIL Address?
SIC Codes
2
How Do I Change or Add a SIC Code (Standard Industrial Classification)
How Do I Update the SIC Code (Standard Industrial Classification Code) that is Shown at Companies House?
Companies House Syncs
5
How do I remove a duplicate Officer or PSC?
Why do I have a data discrepancy alert?
How do I resolve a residential address discrepancy?
Why do I have a discrepancy with share class information?
How do I resolve a discrepancy with the name of an individual?
Documents
Document Library
21
Documents & Reports Overview
Is there the Option to Upload my own Documents to Inform Direct?
How Do I Download a Document from the Document Library?
What Documents are automatically saved to the Document Library?
How Do I Add Documents Using the 'Add File' Feature?
View all 21
Template Library
6
The Template Library
How do I Locate a Template in the Library?
How Do I Use the Favourite Function in the Template Library?
How Do I Remove a Template From the Favourite Template Folder?
How Do I Produce a Document Through the Template Library?
View all 6
Second Filing at Companies House
7
Second Filing at Companies House
How Do I Second File at Companies House Using the RP04 Form?
How Do I File the RP02b form?
What is Form PR03?
How Do I File the RP02a Form?
View all 7
Reports
3
Overview of Reporting
How Do I Generate Reports on Inform Direct?
Details of all reports
Formations
Formations
34
Form a New Company with Inform Direct - Summary of the Formation Wizard
Where Can the Registered Office be Located?
How Do I Choose a SIC Code During a Formation?
What Share Classes can I add when Forming a Company?
How Do I Add Another Share Class During a Formation?
View all 34
Formation Wizard Walkthrough
6
The Formation Wizard - Step 1 (Company Details)
The Formation Wizard - Step 2 (Officers / Shareholder / PSC)
The Formation Wizard - Step 3 (Documents and Extras)
The Formation Wizard - Step 4 (Summary)
The Formation Wizard - Step 5 (Delivery)
View all 6
Money Laundering Checks
5
What is Meant By Regulated?
List of Schedule 1 Bodies for AML Purposes
What Do I Need to Do to Benefit from the Simplified Professional Formation Procedure?
Why Do I See a Charge for £7.10 When I Start to Form a Company?
(NEW) Can I form new companies without the need for AML checks to be completed each time?
General
FAQ
24
10 Ways Inform Direct Will Save You Money
How Do I Get a Certificate of Good Standing?
How do I access the Inform Direct Support Guides?
How Secure is Inform Direct?
How do I email Inform Direct with a support request?
View all 24
Presenter Codes
8
What is a Presenter Code?
Can I Use My Own Presenter Code?
How Do I Add My Presenter Code?
How Do I Get My Own Presenter Code?
How Do I Switch Back to Using the Inform Direct Presenter Code?
View all 8
Account
17
Where are Invoices sent?
How Do I Change the Account Name or Billing Address?
How Do I View Invoices?
The Account Button
How do I add a Payment Card?
View all 17
Video Tutorial
1
Video Tutorial
Free Trials
3
What Is The Benefit of a Free Trial?
How to Activate Your Account After a Free Trial has Ended?
What Happens If I Do Not Add a Card Before the End of a Free Trial?
Mortgages and Charges
Mortgages and Charges
15
Overview of Mortgages and Charges
How Do I Register a Mortgage or Charge?
Registering a Mortgage Wizard - Step 1
Registering a Mortgage Wizard - Step 2
Registering a Mortgage Wizard - Step 3
View all 15
Inform Direct
Competition
0
Officers
PSCs
27
Overview of the PSC Requirements
How Do I Add a New PSC?
What Do I Do if a 790D Notice Has Been Issued to a PSC/RLE?
Does the PSC Legislation Apply to My Company?
How Do I Add a General Statement?
View all 27
Officers
18
How Do I Appoint an Individual as a Director?
How Do I Appoint a Corporate Director?
When is it permissible for a Director to withhold their Residential Address (SR04)?
How Do I Remove a Director?
How Do I Remove a Company Secretary?
View all 18
Shareholders
4
Will I Be Able to See Details of Former Shareholders?
How Do I Edit a Shareholders Personal Details?
Why are there multiple records for the same individual?
How to Merge Shareholders
Setup and Subscription
Set up
28
How Do I Get Started?
How Should a Professional Get Started?
What does my Welcome Email look like?
What If My Welcome Email Does Not Arrive?
How Does the Set Up Wizard Work?
View all 28
Subscription Options
8
How Do I Upgrade to a Subscription Service?
What Are the Benefits of Subscribing to Inform Direct?
Why Should an Accountant or Lawyer Subscribe to Inform Direct?
Fees and charges payable as a Subscriber?
What are Chargeable Companies House Filings?
View all 8
Shares
Share Certificates
13
How Can I Create a Share Certificate?
What Does a Share Certificate Look Like?
How Do I Print a Share Certificate?
How Do I Add a Logo to the Share Certificate?
How Do I Delete or Cancel a Share Certificate?
View all 13
Shares Allotments and Transfers
25
How Do I Allot Shares?
How Do I Transfer Shares?
How Do I Transfer Shares to Joint Shareholders?
How Do I Transfer Shares to a Corporate?
When will Share Transfers show at Companies House?
View all 25
Share Reorganisation
29
How Do I Split Shares?
How do I redeem shares?
How Do I Cancel Shares?
How Do I Convert Ordinary Shares into A and B Shares?
How Do I Convert One Class of Shares Into Another?
View all 29
Unreconciled Share Classes
7
Why Have I Got an Unreconciled Share Classes Alert?
How Do I Clear an Unreconciled Share Classes Alert?
Why Is An Old Share Class Showing On Inform Direct?
How Do I Split Shares to Reconcile a Share Class?
How Do I Reconcile a Share Class When the Nominal Value Shows as £0.00?
View all 7
Share Options
9
Overview of Share Options
How Do I Grant New Share Options?
How Do I Record a New Share Option Scheme?
How Do I Exercise Share Options?
How Do I Remove/Lapse Share Options Which Have Been Granted?
View all 9
System Navigation
My Portfolio
19
What is a Portfolio?
How Do I Create a Portfolio?
How Do I Add a Company to My Portfolio?
What are the Check Alerts on My Portfolio telling me?
How Do I Add Another Company to My Account?
View all 19
Reminders and Alerts
14
Which reminder & transaction confirmation emails are generated?
What Reminders Are Generated For a Confirmation Statements?
What Reminders Are Generated For Annual Accounts?
What Confirmation is There That a Submission to Companies House Has Been Successful?
What Notification Will be Received if a Company is Removed From My Portfolio?
View all 14
Two-step Authentication
Authentication
10
Overview of Two-Step Verification Feature
What is Two-Step Verification?
How to Setup Two-Step Verification on Inform Direct
What Is an Authenticator App and How Do You Install One?
Troubleshoot Two-Step Verification
View all 10
Users
Users
15
Overview of user management
What different types of user are supported by Inform Direct?
How do I remove users from the account?
Can I change the user type for an existing user?
What is a Principal contact?
View all 15
Add New User
5
How do I add someone as an Administrator?
How do I add someone as a Manager?
How do I add someone as a Practitioner?
How do I add someone with View Only rights?
How do I add someone with Third party access rights?
Accounts
Dormant Company Accounts
10
How Do I File Dormant Accounts (AA02 Never-Traded) For a Company Limited By Shares?
Why Can I Not See the Button to Prepare and File Accounts?
How Do I Prepare Draft Dormant Accounts for Approval Prior to Submission?
Will HMRC Still Require a Tax Return if I Have Filed Dormant Company Accounts?
Do I Need to File a Tax Return if the Company is Dormant?
View all 10
Micro-entity Accounts
23
Overview of Micro-Entity accounts
What Financial Reporting Standard Should be Used to Prepare Micro-Entity Accounts?
What Types of Company are Excluded From Micro-Entity Provisions?
What are the Size Criteria for a Micro-Entity?
How Do I Calculate the Average Number of Employees?
View all 23
VAT
10
How does Inform Direct ensure I don't miss any client VAT deadlines?
Can I give Inform Direct the authority to retrieve my clients VAT dates from HMRC?
How do I connect to HMRC and authorise Inform Direct to retrieve the VAT dates of my clients?
How to bulk upload your client VAT registration numbers
How do I add a company VAT registration number to Inform Direct?
View all 10
iXBRL Accounts
1
How to upload and file iXBRL company accounts
Help Desk Software
by Freshdesk