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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
14
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 14
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
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