A summary document can be created before sending a change of Accounting Reference Date, this allows you to gain approval before making a submission to Companies House.
1. To begin the process of changing the date: How do I change the Accounting Reference Date?
2. Prior to completing the submission, you will be asked if approval is required before sending the change to Companies House.
Note: The approval feature is only available to subscribers to Inform Direct. What are the benefits of subscribing to Inform Direct?
3. Clicking Yes and Continue will produce a document which includes the details of the change. Selecting No will proceed to submit the change to Companies House without creating an approval document.
After clicking Yes, Inform Direct will create a summary document which will be saved into your Document Library. It will also give you the opportunity to create ant supporting documents in advance of the change.
You will be given the option to open the documents now or save for later, selecting to Open Now downloads the documents in a zip file in addition to saving them to your Document Library.
4. The approval document created displays the information as detailed below, it includes a section located at the bottom of the document which can be signed and dated.
5. The submission will now remain as a Pending Approval on the dashboard until completed or removed. You will also see a notification displayed on your portfolio screen as a reminder.
6. On the company dashboard the actions button next to the pending approval provides the options to complete (send the details to Companies House), edit (Change any details before submitting) or remove (if you no longer require to make this submission) the pending submission.
7. Selecting Complete will proceed to a simple summary screen which will allow you to make the submission to Companies House.
