How do I run the File Companies House Confirmation Statement (CS01) skill?

Copy the skill and paste it into your own Claude or ChatGPT, then provide your source data. FinchContext skills run inside your own AI assistant, so your financial data never leaves your control.

Which region does the File Companies House Confirmation Statement (CS01) skill cover?

United Kingdom. It targets the local tax authority / e-invoicing format described on this page.

File Companies House Confirmation Statement (CS01)

Q: What does the File Companies House Confirmation Statement (CS01) skill do?

Convert a company's registered details into the confirmation statement (CS01) — the annual check that the Companies House record is up to date (registered office, officers, shareholders, SIC codes, statement of capital, and People with Significant Control) — for online/structured submission, with a worked example

Skill: Convert company register data into a confirmation statement

Region: United Kingdom Category: Company law — Companies House (CS01) Does: Takes a company's registered details and assembles the confirmation statement (CS01) — the annual check that Companies House's record is up to date (registered office, officers, shareholders, SIC codes, and People with Significant Control) — for online/structured submission. Spec: Companies House — Confirmation Statement CS01 (online filing / structured submission)

The confirmation statement replaced the annual return; it confirms the public register is correct (and updates certain fields) at least once a year. Some changes (officers, registered office, PSC) are notified on their own forms as they happen; the CS01 confirms the position and updates SIC codes, shareholder/statement-of-capital details, and the trading-status of shares. Recent reforms (Economic Crime and Corporate Transparency Act) add a registered email address and lawful-purpose statements. Field references below follow the CS01.

When this applies

Every company files a confirmation statement at least once every 12 months (by the confirmation date + a 14-day filing window). A company may file more often after changes.
Filing requires the company's authentication and confirms (or corrects) the registered information as at the confirmation date.

Structure (CS01)

Company identification    company number, name
Confirmation date         the "made up to" date
Confirmed/updated items:
   principal business activities (SIC codes)
   statement of capital (shares, classes, aggregate nominal value, amounts paid)
   shareholders (for companies with share capital): names + shareholdings, transfers
   trading status of shares (traded on a market?)
   registered office & officers — confirmed (changes via own forms)
People with Significant Control (PSC)   confirmed/updated
Statements (ECCTA)        registered email address; lawful-purpose confirmation
Declaration               authorised person confirms the record is correct

Data rules

Confirm or update each reviewable item as at the confirmation date: SIC codes, the statement of capital, shareholder details (including share transfers since the last statement), and the trading status of shares.
PSC information must be confirmed/updated (the people/entities with significant control — typically >25% shares/votes or significant influence); PSC changes are also notifiable on their own forms when they occur.
Officers and registered office are confirmed on the CS01 but changed via the dedicated forms (AP01/TM01/AD01 etc.) — the CS01 doesn't itself change them.
ECCTA additions: provide a registered email address and the lawful-purpose confirmation as required by the current rules.
Even with no changes, a confirmation statement must still be filed to confirm the record.

Worked example (outline)

Company: 01234567, ACME LTD
Confirmation date: 2025-05-31
SIC codes: 62012 (business and domestic software development) — confirmed
Statement of capital: 100 ordinary shares £1 each, fully paid — confirmed
Shareholders: J. Doe 60, R. Roe 40 — confirmed (no transfers)
Shares traded on a market: No
PSC: J. Doe — ownership of 60% of shares → confirmed
Registered email address provided; lawful-purpose statement confirmed
Declaration: director

Submitted to Companies House as the CS01.

Validation checklist

Confirmation date correct; filed within the 14-day window of the review period
SIC codes, statement of capital, and shareholder details confirmed/updated (incl. share transfers)
Trading status of shares stated
PSC information confirmed/updated; separate PSC event forms filed where changes occurred
Officers/registered office confirmed (actual changes filed on their own forms)
ECCTA: registered email address and lawful-purpose confirmation provided
Confirmation statement filed even if no changes; authorised declaration made

Last updated: 2026-05-31 — Companies House requirements are changing under the Economic Crime and Corporate Transparency Act (registered email, identity verification, lawful-purpose statements); confirm the current CS01 fields, ECCTA obligations, and the filing window against current Companies House (gov.uk) guidance before use.