Norman Michael
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Recent activity by Norman Michael
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Nov 18 Form Changes: Toggle for Old/New Style Forms
OverviewCAS 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 th...
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Error: “'Name' is missing the Companies House Personal Code”
OverviewWhen preparing certain Companies House forms in CAS 360, you may see the following error message'Name' is missing the Companies House Personal CodeThis means the contact linked to the form ...
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How to Edit and Reprepare a Company Change
QueryHow do I change details for a company change and prepare an updated form?How do I change the date for a Company Change?SolutionFrom the Main Toolbar, go to Company.Select the Company from the ...
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Companies House Form Update: Action Required for changes Before 18 November 2025
What’s changingDue to recent updates from Companies House, from 18 November 2025 onwards, any lodgements made for particular older versions of Companies House forms will be rejected.This affects ce...
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23 October 2025
Trust Details - A new Administration tab has been added to Trusts, consolidating the Other Details and Tax Details tabs into the one screen! Document Templates - Added a new contact name merge f...
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4 September 2025
AustraliaCompliance AlertsCAS 360 now provides an AML/CDD Compliance Alert for companies, highlighting missing information, expired documents, or required reviews. This allows users to quickly iden...
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Use your Firm’s address to send emails from CAS 360
CAS 360 allows you to customise the outgoing email address for all correspondence to your clients. Using Amazon SES, we are able to update your sender email address to an email address that you hav...
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Adding a Companies House Personal Code to a Contact
From October 2025, Companies House will require all UK Directors and Persons with Significant Control (PSC) to have a Companies House Personal Code. This 11-character alphanumeric code will be used...
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How to Generate the AA02 Dormant Company Accounts (DCA) Form
All limited companies, whether trading or not, must file annual accounts and a confirmation statement with Companies House each year. This includes dormant companies.What is a Dormant Company?A com...
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AML/CFT Risk Assessment & CDD Processes for Companies
What is Customer Due Diligence?Customer Due Diligence or CDD is the process which relevant information about the customer is collected and evaluated for any potential risk for the organisation or m...
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