Overview

The Annual 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 Annual Screen to prepare the Confirmation Statement.

Annual Screen

The Annual screen in CAS 360 will help users best manage the Confirmation Statement process.

Annual Review Filters

The Annual screen also has several filters allowing 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

Column Headings

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.

Options

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.	Document Date Apply Date to all documents Letter Addressee Document Template - Select the template you wish to use. This can be edited under Settings > Document Templates. Export Document to Word
Company Summary	A document describing details of a company, including its addresses, officeholders, shares, share structure members, and more.	Date Format Document Date Apply date to all documents Form Signatory Document Template Export Document to Word
Form CS01 - Confirmation Statement	A document containing up-to-date details of a company. Required to file to Companies House every year.	Presenter - Select to pre-fill the presenter information on the Confirmation Statement. Form Signatory - Select the Name of a contact to display as the signatory of the document.

For more on the Document Production Screen, see What are the features and functions of the Document Production screen..

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