Nov 18 Form Changes: Toggle for Old/New Style Forms

  • Updated

Overview

CAS 360 includes a toggle option for UK forms, allowing users to choose between the new November 18, 2025 forms and the previous (pre-Nov 18) versions.

This ensures lodgements comply with the new UK requirements while still providing flexibility for forms that must remain in the old format temporarily.

How It Works

A Yes/No toggle has been added to the Document Options for the majority of UK forms. This toggle:

  • It is ON by default, meaning the new forms will be used automatically.

  • Can be turned OFF to revert to the old forms if needed.

  • Appears below the existing signatory options in the Document Settings screen.

Supported Forms

The toggle is available for the following UK forms:

  • AP Forms: AP01, AP02, AP03, AP04

  • CH Forms: CH01, CH02, CH03, CH04

  • TM Forms: TM01, TM02

  • PSC Forms: PSC01, PSC02, PSC03, PSC04, PSC05, PSC06, PSC07

Using the Toggle

The toggle appears by clicking options beside the form in Document Production:

Screenshot 2025-11-12 at 7.14.06 pm.png
  1. Default (Toggle ON) – Prepares the new forms/schema in line with the Nov 18 changes

  2. Toggle OFF – Reverts to the pre-Nov 18 forms.

Important: Turning the toggle off may revert forms to digital signature mode, as older versions were digitally signed.

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