Never miss a client filing deadlineby
James Power, a director at FD4Cast, reveals a Companies House bulk query tool to help accountants never miss a client filing deadline.
How useful are the email reminders from HMRC and Companies House about filing VAT returns, annual accounts and confirmation statements?
Previous articles and reader comments on this subject have alluded to the fact that it seems pointless for HMRC to send emails more than a week prior the end of the period to which they relate, before it is even possible to prepare the return.
The result is that the emails usually get ignored and/or lost in the email ‘to-do’ folder, as the client won’t be in a position to actually supply the required information until a later date, even if they wanted to do so.
Better surely to have a user-friendly dashboard where you can see upcoming commitments for your whole client list in one place and refresh this data instantly with a single click so that all the required VAT, accounts, tax and confirmation statement filing commitments by date are displayed?
In response to AccountingWEB reader requests FD4Cast has created a free Companies House bulk query tool.
Accountants can track filing requirements for all their clients by date last filed and also set tolerance levels for reminders for when filings are next due.
By having all clients listed in a single sheet with the ability to update the status with a single button-click you can see at a glance all upcoming commitments, meaning you never have to miss a filing again and plan your workload and client communication accordingly.
The tool is non-promotional, free to use and available to download here.
Excel 2007 or a later version is required. The tool will only work on a Windows platform as macros are required to operate the tool.
Readers may want to consider using another free tool designed with accountants in mind that automates the production of dividend vouchers and board meeting minutes.