Compare filing software against a written requirements list.
Record supported company scenarios, outputs, controls and costs before relying on a product for a live deadline.
Return and accounts coverage
Mark each item required, supported, unsupported or needing confirmation.
- Current CT600 version
- Required supplementary pages
- iXBRL accounts and computations
- Long or multiple accounting periods
- Amended returns and rejected submissions
- Companies House accounts types
Workflow and evidence
Test how the system controls a return.
- Prepared, reviewed, authorised and submitted states
- Validation messages before filing
- Role-based access
- Version and audit history
- HMRC and Companies House responses
- Export of the final filing package
Implementation and support
Record operational dependencies.
- Data import or migration
- Presenter and authority credentials
- Training and onboarding
- Support availability near deadlines
- Service status and contingency process
- Retention and data export
Whole-workflow cost
Capture charges that can sit outside the headline price.
- Subscription or licence
- Per-company or per-return charge
- Accounts production and iXBRL
- Supplementary modules
- Storage, users and support
- Amendments or additional submissions
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.
FAQ
Is a supplier list the same as a recommendation?
No. HMRC and Companies House do not recommend one product; users must check product fit.
Should I test only one simple return?
No. Test representative and difficult cases from the actual filing population.
Why compare export and retention?
The business needs access to the exact authorised and submitted records even if software or suppliers change.
Official sources
Checked on 2026-08-11. Official guidance takes priority if rules change.