For filing teams
Give every filing job a visible owner, reviewer, status and evidence trail.
Taxvie supports structured preparation, review, authorisation, submission and rejection handling for Companies House and HMRC workflows.
AccountantsTax agentsCompany directors
Separate progress from completion
A job can be prepared but not reviewed, authorised but not transmitted, or submitted but rejected. Filing teams need status labels that reflect these differences and evidence for each transition.
Minimum team control record
Keep these fields visible for every company and period.
- Preparer, reviewer and authoriser
- Accounts and Corporation Tax deadlines
- Required accounts and return outputs
- Open review points and validation messages
- Submission references and authority responses
- Amendment and resubmission history
Where professional judgement is needed
This guide explains a filing workflow, not the accounting treatment, tax position or legal duties of a particular company. Confirm the applicable accounting framework, reliefs, disclosures and filing obligations against current official guidance and, where needed, a qualified accountant or tax adviser.