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Confirmation Statement

74 Downloads

Download your free Confirmation Statement template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Confirmation Statement' templateConfirmation StatementPrep3 AutomatorsPrep confirmation statement work (download, compare, draft forms, assemble and request signature)CompletedDownload standing company details from Companies HouseCompletedCompare company details with internal/systems dataCompletedDraft any forms required to submit changes (if needed)CompletedUpload final documents to document signature software and send to client (use sample email in description)CompletedWait for Signature6 AutomatorsConfirm receipt of the signed confirmation statementReady To StartDue Today

This template is designed to provide you with a streamlined workflow for your clients' annual confirmation statement obligation.

Use it to prepare, draft and upload the confirmation statement in 9 days (barring client slow down or internal issues).

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Download your Confirmation Statement template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling