Deadlines, accounts and confirmation statements

Deadlines

Deadlines shows every client filing obligation on one timeline, soonest first, grouped into Overdue, Next 30 days and Upcoming. Filter by Accounts, Confirmation statements or Corporation Tax. Dates come from Companies House, so they appear as soon as a client has a company number.

Accounts and Confirmation statements

Under Services in the sidebar, Accounts and Confirmation statements list the clients on each service, with their due dates.

• Filter with All, Overdue, Due in 30 days, Not started, Unassigned or Done.
• Set who's Assigned and the Status of each job, and tick when information is received.
• Add a note to a row, or choose Request to email the client asking for what you need.

A client appears on a worklist when its service is ticked on their record (the Commercials tab, or Choose services when you add them).