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Confirmation statement filing as an agent

What is the procedure to do this

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Hi, 

A newbie here, so apologise if it is a really sill question. 

I have a client for whom I am their agent for PAYE, Self-Assessment, Corporation tax. I have been helping and submitting their filings for these. 

Now it is time to file her confirmation statement - how can I do that as an agent? Any guidance would be much appreciated. 

TIA

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RLI
By lionofludesch
23rd Nov 2021 16:01

First, you need an account at Companies House.

Then you just file using the company's six character access code.

Obviously, you need your own procedure to check with the directors that what you're filing is correct.

Alternatively, you can use company secretarial software which will give you added functionality for a few quid per company per year.

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By Catherine Newman
23rd Nov 2021 16:42

I know all of my client's authentication codes. I use my own email address. I put the £13 on my credit card and the clients reimburse me.

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Replying to Catherine Newman:
RLI
By lionofludesch
23rd Nov 2021 17:00

Catherine Newman wrote:

I know all of my client's authentication codes. I use my own email address. I put the £13 on my credit card and the clients reimburse me.

Easier with a CH credit account, though. And essential if you use commercial software.

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Replying to lionofludesch:
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By Catherine Newman
24th Nov 2021 14:43

I have a CH identifier for filing accounts but I use the CH software for confirmation statements.

I agree clients can do it themselves but the letter for CH is so rude that clients think I should have done it for them so I do it there and then and say I have put it on my card.

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Replying to Catherine Newman:
RLI
By lionofludesch
24th Nov 2021 14:59

I was referring to a Companies House credit account.

File your form, pay at the end of the month.

I never accepted carp from clients. I always made it clear that it was their responsibility. But you can always opt for email notifications without including the diectors' email addresses. Just yours.

Though that carries its own risks.

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By ireallyshouldknowthisbut
23rd Nov 2021 17:11

Or you could get your clients to file their own.

Almost all of mine do which I find avoids (a) a deadline in my calendar, and (b) a fair bit of faffing about getting them to sign off on the document

Depends who your clients are if this is appropriate. Most of mine can do it without too much fuss albeit normally need me to handhold through the first one or two.

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