Subscribers to Inform Direct are able to download a confirmation statement summary during the approval step, before submitting the confirmation statement to Companies House.

Inform Direct provides a great tool to enable all the information contained in a confirmation statement to be approved by a client or colleague prior to submission, if required. 


What does the Inform Direct Confirmation Statement Summary (Approval Document) look like?


Note: This approvals feature is only available to users with a subscription account. Users with a Pay As You Go (PAYG) account will not have this option available although a copy of the information sent to Companies House will be stored in the document library after payment of the filing fee. How do I upgrade to a subscription account?


If you simply wish to download a summary of a Confirmation Statement that you have already filed using Inform Direct then this can be found in your Document Library. How Do I Search For a Document?


If instead, you wish to download a summary of a Confirmation Statement that has not yet been filed then please read on. 

How to create and download a summary of the Confirmation Statement prior to submission: 


1) Click on the green File confirmation statement button. You will find this on the Dashboard of a company. This will start the Confirmation Statement wizard.




2) You will then see the below screen.


Note: If you do not have the below screen this means that you have not already activated the Express Completion Feature. It is strongly advised to - this is how to do it.


You can either select the check the details step by step and click through the various stages of the wizard, or alternatively you can select the Express completion which will allow you to skip straight to the approval (summary) stage.



                

3)  Once you have either clicked through the various steps, or selected Express completion, you will come to the "Approval required" step.

           

                   

Select:

  • No and you can continue the process and submit the CS01 directly to Companies House without generating a summary document prior to submission
  • Yes to create a summary


The Confirmation Statement summary will then be saved to your Document Library. 


How Do I Search For a Document? 

How do I print a document saved in the Document Library?


If you are acting for a client you can then send them a copy of the PDF and ask that they confirm that all the information is correct before you submit the actual Confirmation statement on their behalf.


When you are ready to submit the Confirmation Statement please see How do I complete a Pending Approval?