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Getting Clients to Approve Dormant Accounts

How do you get clients to approve dormant accounts?

The Companies House dormant accounts form cannot be printed off before it is submitted. How do people send it to clients for approval before filing? Do you just ask them to confirm there were no transactions in the period (risky, as they often don't know what a transaction is) or reproduce the accounts in Excel/Word/something else and sent that to the client (simple but more time consuming)?

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10th Nov 2017 09:38

I always send the client a set of dormant accounts for checking and signing, then file a copy online to Companies House

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to meadowsaw227
10th Nov 2017 10:07

meadowsaw227 wrote:

I always send the client a set of dormant accounts for checking and signing, then file a copy online to Companies House

Me too. Horribly inefficient, but there we are.

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By chatman
to meadowsaw227
10th Nov 2017 10:13

Hi meadowsaw227 - The question relates to accounts submitted using the Companies House DCA (dormant company accounts) form. Do you use it? If so, how do you send it to clients? Do you mean you produce the dormant accounts separately and send that to the client, and then retype it into the DCA form?

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to chatman
13th Nov 2017 10:43

Hi, I use IRIS to produce dormant accounts and then file online.

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10th Nov 2017 10:13

I never use the companies house form, I just prepare dormant accounts on VT Final Accounts, and send it to the client as with a normal set so they can sign via Adobe, then file it via BTC. Might take a few minutes longer but covers my back.

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By chatman
to Sheepy306
10th Nov 2017 10:14

Thanks Sheepy.

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10th Nov 2017 10:29

Assuming its the DCA form I get the client to do them on the basis that no-one ever wants to pay you to do them more than a pittance and they are more likely to close the ruddy thing than keep it hanging about if that have to do something.

I am a misery!

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10th Nov 2017 10:35

Or you could print off the blank form AA02, fill it in by hand, send it to the client for signature and then, either send the signed paper form by post to Companies House or if time is short, fill in the online form and submit it by internet.

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By chatman
10th Nov 2017 10:44

Thanks everyone. I just wanted to know if there was some trick for printing it that I didn't know about. I think the easiest thing might be to take a screen shot of the completed form and send the client that for approval.

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10th Nov 2017 10:48

Not sure about dormant accounts but you can print off micro accounts although you have to put in a date not later than today.

You can always cross it out and amend it to the correct date before submission.

Again - horribly unprofessional presentation and I'm bu99ered if I understand why you can't print off undated or post dated drafts. I can quite understand why you can't submit them, obviously.

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By SJRUK
10th Nov 2017 11:11

You can print off the dormant accounts before filing, however you need to put in an inaccurate signing date.
This is what I do, then send to the client for signature.
However, I then have to go through the whole process again before submitting as it doesn't save the draft - so in effect I prepare them twice, although its fairly quick and easy.

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10th Nov 2017 11:20

I suppose you could print off last year's accounts and ask them to confirm that nothing's happened.

Or, alternatively, say what has happened.

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13th Nov 2017 11:41

Rather than use the Companies House printout, I've reproduced a blank version in XL which avoids the date of approval field issue. Quick and easy to self-format and populate if you use IF and CONCATENATE functions, and a master dashboard area to input key data (names, dates etc).

Used to charge £100 +VAT when it was all done by post with a bound hardcopy to boot; but £75 nowadays for 10 mins work is a much better return rate. Like Sheepy306, an online approval is adequate for me.

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