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Workflow Templates

Confirmation Statement Template

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

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Added and downloaded 3 times

Tax & ComplianceUnited KingdomUK Simple Start

Created by Karbon

A preview of the templateConfirmation Statement - UK Simple StartPrep4 AutomatorsPrep confirmation statement work (download, compare, draft forms, assemble and request signature)CompletedSWaiting for Approval4 AutomatorsConfirm approval receivedCompletedFFile5 AutomatorsFile confirmation statement via 3rd party software or with Companies HouseCompletedF

About this template

This template provides a simplified workflow for preparing and filing a UK company’s annual Confirmation Statement.

The process follows these stages: Collect Info, Prep, Review, Approve, File, and Confirm.

Tasks guide the collection of company details, statement preparation, internal review, client approval, and submission to Companies House. Automation is used to assign work and move tasks between roles efficiently.

This template is designed for straightforward Confirmation Statement filings with a repeatable, easy-to-follow structure.

This template is part of the UK Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are intended to help you quickly get started with Karbon templates.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Confirmation Statement Template

.

Karbon Practice Management

A preview of the templateConfirmation Statement - UK Simple StartPrep4 AutomatorsPrep confirmation statement work (download, compare, draft forms, assemble and request signature)CompletedRWaiting for Approval4 AutomatorsConfirm approval receivedCompletedXFile5 AutomatorsFile confirmation statement via 3rd party software or with Companies HouseCompletedJ

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
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