E-File Co. House iXBRL Accounts Uploaded Data

Please read through the instructions before
you proceed to E-File




  1. Approval Status
    The uploaded data should be approved before you e-file the documents to Companies House.

    1.1 Individual Company User Approval
    If you are an individual company user you do not need to go through the client approval process. You can directly approve the uploaded data by checking the approval box in the Admin Approval section and continue with E-Filing.

    1.2 Bureau Company User Approval
    If you are a Bureau Company User you can broadcast the uploaded document to your client to seek approval. Once the client approves the data, the client Approval Status will show 'Approved for eFiling'. If the client rejects the data, then the status will show 'Disapproved for eFiling'. You can also view the reason for rejection by clicking on the respective View link for the client. In addition to the client's approval, you need to approve the document too by checking the box in the Admin Approval section. You can then continue with the E-Filing.

    Please note If you do not want the client's approval you can directly approve the uploaded data under Admin Approval and go ahead with the e-filing.

    1.1.1 Admin Approval
    Admin Approval is mandatory prior to E-Filing the uploaded data. To approve the data simply tick the check boxes of the clients you wish to approve and click the Approve Selected button. The approval status will automatically change to Approved for e-filing. By approving you confirm that the uploaded data is correct and is ready to be e-filed.

    1.1.2 Client Approval
    Clients can approve or reject the uploaded data that is put forward by their Bureau for e-filing. Once the client approves / disapproves the data, the client Approval Status is updated accordingly. If the client rejects the data, the Bureau User can view the reason for rejection by clicking on that client's respective View link.

  2. Action
    2.1 View
    You can view the uploaded documents by clicking the client's respective View link.

    2.2 Remove
    If the upload has failed or if you do not want to efile any uploaded document, you can remove the document from the list by clicking on the respective link for the document to be removed.

  3. Select to eFile
    You can select only one record at a time to efile. Please check the radio button of the record you wish to e-file and then click on the E-File Now button.

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