where filings go wrong
Three ways Excel lets you down
“The options were exercised in March. Nobody told Companies House.”
Recorded, but not filed
An exercise issues shares, and issuing shares is an allotment. When the exercise lives in a spreadsheet, no one is going to remind you to update Companies House.
“I just can’t get my confirmation statement numbers to add up.”
Filing takes hours
Your confirmation statement can’t be submitted until the individual shareholder amounts match the statement of capital. But the Companies House web interface for entering this information is almost unusable.
"It was all done properly. I just can’t show you.”
Done, but not evidenced
The resolution was passed, the transfer approved, the valuation agreed. Three years later the record of it is in the inbox of someone who has left the company.
What gets filed
We cover all the main filings you'll need
The SH01, after every set of allotments
You issue shares, or an option holder exercises. The return of allotment is prepared from the event that caused it, with the class, share counts and amounts paid already populated. You check it and submit.
The confirmation statement
HMRC returns
Other cap table events
Share splits, conversions and cancellations all need to be recorded at Companies House. Shareflo prepares those submissions for you — or, if your lawyer handles them, helps you keep track of what has been filed and what still needs to be done.
When the records disagree
You hear it from us, not from a diligence lawyer
Filing to Companies House is the easy half. The hard part is knowing whether what’s sitting on the public record still matches what you hold.
Two-way, not one-way — Shareflo reads your filing history back from Companies House as well as submitting to it.
Differences are surfaced — when the public record and your register don’t agree, you are told.
It doesn’t have to be you — dedicated role permissions mean your team can access just the sections they need