Inform Direct gives you the option to activate a handy feature which allows you to skip straight to the end of the Confirmation Statement wizard should you need to.
Perhaps you know that all of the information held is correct and that nothing has changed in the last year, or perhaps you simply want to generate a summary document to send to your client to enable them to check and confirm the data. In such instances, the Express Completion feature can be really useful.
We also have automations available to further increase efficiency, please see How to set up Automated Confirmation Statement Workflows.
How Do I Prepare the Confirmation Statement for Approval Prior to Submission?
To activate the confirmation statement express completion feature:
1) Click on the light grey 'Your Profile' button.
2) Click on the blue 'Change settings' button.
3) Click on 'Allow express confirmation statement.'
Note: If you do not have the below tick box available then it is likely that the Administrator(s) of your account have set global settings for this function. If you need to change this, you will need to speak to an Administrator of your account.
4) Hit the green 'Save' button.
Note: The express completion feature once activated is always optional. i.e. You can go always through the confirmation statement wizard step by step if you prefer.
Once activated, next time you open the Confirmation Statement wizard you will be presented with 2 options as shown below. If you wish to skip straight to the end of the process then it is the Express completion option that you will select here.
If instead you wish to check the details step by step, then it is the top option. For further guidance on the Confirmation Statement wizard please see How to File a Confirmation Statement