Joshua Powell
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Activity overview
Latest activity by Joshua Powell-
Joshua Powell created an article,
Emailing Client Checklist
Emailing client checklist allows you to send your clients their confirmation statement checklist through the software with pre-populated emails. The checklist is also password protected for extra s...
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Joshua Powell created an article,
Client Checklist and Filing a Confirmation Statement
Before filing a company's CS01 it is important to confirm with the client that all of the information is correct and up to date. To streamline this process the system creates a “client checklist”. ...
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Joshua Powell created an article,
Adding an Officer (Director or Secretary)
To add a director/secretary you firstly need to make sure the person has been added to the system. - Person > Add Person - Click Add - From here enter in their details and then click Save Now tha...
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Joshua Powell created an article,
Forming a Company
To register a new company at Companies House through the software go to: Select all… > Formations > Form a new Company Select between: - Form a company with your own officers and shareholders (...
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Joshua Powell created an article,
Creating Minutes for Dividends
To create a minute for a dividend, firstly select your desired company and then go to: - Documents > Dividend Distribution > Dividend Minute/Resolution - Select a distribution (by ticking one of th...
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Joshua Powell created an article,
Creating Dividend Overview for Tax Returns
As part of a person's tax return they must show how many dividends they have received from the shares they hold. To quickly and simply get an overview of all the people involved in all of the compa...
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Joshua Powell created an article,
Dividend Distribution
- Select a Company (Company > Select a Company > Select Company from drop down menu) - Go to Company > Connections > Current Shareholders - Make a note of the total amount of shares in the company ...
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Joshua Powell created an article,
Adding a Share Class
To add a share class first select the company you want to work on (Company > Select a Company) Now go to: - Company > Connections > Share Classes Under the Share Classes title click the Add a...
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Joshua Powell created an article,
Checking Share Classes are correct
You must identify voting and non-voting share classes for PSCs and for any Group Share Ownership charts you may produce. PSCs are usually determined by their shares or guarantee/LLP membership and ...
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Joshua Powell created an article,
Adding a company as a Shareholder
If you would like to add a company as a shareholder you must first add them as a “type” of person. Adding a company as a “type” of person enables certain functions (such as allotting or transferrin...