Overview
The Confirmation Statements Screen in CAS 360 helps manage Confirmation Statements efficiently. Here, you can review companies, prepare documents, and streamline the lodgement process.
How are Confirmation Statements Created?
CAS 360 generates Confirmation Statements based on company details stored in the system. If information is incorrect, update it by:
- Navigate to Company Selection and select the relevant company.
- Updating details under Addresses, Officers, Members, etc.
- Saving changes, then returning to the Screen to prepare the Confirmation Statement.
Confirmation Screen
| The Confirmation screen in CAS 360 will help users best manage the Confirmation Statement process. |
The Confirmation Statements screen also includes several filters that allow users to sort the Confirmation Statements that need action. These filters include:
Confirmation Statement Date
| Filter | Explanation |
|---|---|
| From: | Display all companies requiring Confirmation Statements after the input date but before the "To:" date. |
| To: | Display all companies requiring Confirmation Statements before the input date but after the "From:" date. |
Confirmation Statements Status
| Filter | Explanation |
|---|---|
| Due | Display all companies that have Confirmation Statements due |
| Upcoming | Display all companies that are within 14 Days leading up to the Date of Confirmation Statement |
| Passed | Display all companies that have passed the Confirmation Statement Due Date |
Comparison Report Status
| Filter | Explanation |
|---|---|
| Comparison Reviews Passed | Any reviews where the Companies House database matches the CAS database. |
| Comparison Reviews Failed |
Any reviews where the Companies House Database IS NOT matching the CAS database. These companies may require further processing. |
Label Filter
| Filter | Explanation |
|---|---|
| Search |
Search existing labels to filter companies displayed |
| Labels | Select label(s) to display only companies that have the Label attached |
Use the column headings to sort the companies in the Annual screen (company name, company number, statement date & due-by date). Simply click on a Column Heading.
Additional Column Headings can be added or removed through the Filter Column button. Simply click on .
This will open a table where you can customise the Column Headings shown on the Annual Return screen. Please note that these columns will only be displayed for your user.
| Option | Explanation |
|---|---|
| Export Comparison Report | Prepare a printable version of the comparison review |
Document Production
Select 
to begin generating the confirmation statement document pack.
A popup window will appear.
Toggling on each option will add the necessary sections related to types of changes to the Confirmation Statement. Toggling on the option for "Lawful Purpose Statement" is required.
Note: Entering a future date on this form will result in a rejected lodgement.
Select all toggles that are required and click Prepare.
CAS 360 will then generate the Confirmation Statement document pack, including the following:
| Document | Details |  |
|---|---|---|
| Cover Letter | A letter addressed to the Director outlining the Confirmation Statement Requirements. |
|
| Company Summary | A document describing details of a company, including its addresses, officeholders, shares, share structure members, and more. |
|
| Form CS01 - Confirmation Statement | A document containing up-to-date details of a company. Required to file to Companies House every year. |
|
Once the documents are prepared, the Confirmation Statement will then be removed from the Annual screen.
Can I make particular documents selected as a default when preparing Confirmation Statements?
In document production, once Confirmation Statement documents are sent out or downloaded, the documents selected will be automatically saved as the default setting. The next time Confirmation Statement documents will need to be sent to downloaded, the document production screen will have selected the documents that were previously used. This default will be set until it is changed again.
Articles you may find useful:
How to reprepare a Confirmation Statement