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Dormant Accounts

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Download your free Dormant Accounts template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Dormant Accounts' templateDormant AccountsReady to Start2 AutomatorsReview and send the client task below to confirm if account is dormantCompletedCLIENT TASKSCompany status confirmation4 AutomatorsMake a comment if your company is Dormant and you would like us to prepare a Dormant account for filing with CompanieCompletedKick-off7 AutomatorsValidate that dormant account filing is neededCompleted

This is the best practice work template to prepare and file dormant accounts.

In the UK, dormant companies must be registerd with Companies House. A company is called dormant by Companies House if it has had no ‘significant’ transactions in the financial year. Significant transactions do not include:

  • filing fees paid to Companies House
  • penalties for late filing of accounts
  • money paid for shares when the company was incorporated

The templates includes steps to confirm with your clients that the account is dormant, prep, review, assembly, and filing with Companies House.

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  • .XLSX File

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