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File a Companies House confirmation statement

Review the directors, PSC list and SIC codes that Companies House holds against your company, approve the return, and file the annual CS01 through the live WebFiling connection from the accounting module.

In this guide

Compliance
Steps
5
Prereqs
4
Pitfalls
3 common ones
Related
3 guides

Walkthrough only — no setup wizard. The flow is exactly what you do inside YionStack today.

Before you start

  • A company number on the business profile (verified against Companies House on the way in).
  • A WebFiling Presenter ID and authentication code, or a Companies House Online filing account, configured under Settings → Integrations → Companies House.
  • The current Persons with Significant Control (PSC) list reviewed and accurate.
  • The £34 filing fee available on the connected payment method (Companies House charges this at submission).

Steps

  1. 1

    Open the Companies House workspace

    Go to Accounting → Companies House. The page shows your next confirmation statement due date, the last filed return, and any open changes (e.g. PSC updates, registered office change) that need to be on the next return.

  2. 2

    Review the snapshot

    YionStack assembles the return from your live business data: directors and officers, PSC list with nature of control, registered office, SIC codes, share capital. Each section shows what Companies House currently holds and what YionStack will submit; differences are highlighted.

  3. 3

    Approve any changes

    For each highlighted change, approve the new value or revert to the Companies House version. Once everything is green, the return is ready to submit.

  4. 4

    Lock the return

    Locking the return freezes the data for the submission. After locking, any further edits create a new amendment instead of overwriting the in-flight return.

  5. 5

    Submit through WebFiling

    Submit. YionStack sends the CS01 over the WebFiling connection, waits for the Companies House submission reference, attaches the confirmation PDF to the return record, and updates the next-due-date on the business profile.

Common pitfalls

PSC nature-of-control codes

Companies House rejects returns with the wrong nature-of-control code. YionStack picks the standard codes from the PSC type; for unusual arrangements (e.g. trust controllers), verify the code before locking.

Multiple share classes

If you have more than one share class, the statement of capital must show each class separately. YionStack pulls them from the shareholding ledger; confirm the prescribed particulars on each class.

Filing fee declined

If the Companies House fee payment fails, the return stays in the in-flight state but the submission does not reach them. Re-authorise the payment method and resubmit; YionStack does not bill the fee on its side.

Related

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