How to File Your First Annual Return with Companies House

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Starting a limited company in the UK is a big achievement. But once your company is incorporated, your responsibilities as a director don’t stop there. One of the most important compliance requirements is filing an annual return with Companies House.

If you’re preparing to file your first annual return with Companies House, this post will walk you through everything you need to know – from what the annual return is, to deadlines, filing methods, fees, and penalties. Whether you’re a brand-new business owner or simply tackling this for the first time, we’ll give you the clarity and confidence you need to get it right.

What Is an Annual Return (Now the Confirmation Statement)?

Until 30 June 2016, UK companies were required to file an annual return (Form AR01) with Companies House. This was then replaced by the confirmation statement (Form CS01) under the Small Business, Enterprise and Employment Act 2015.

  • Annual Return (pre-2016): A snapshot of key company information submitted once per year.
  • Confirmation Statement (post-2016): A more flexible annual filing requirement that must be delivered at least once every 12 months, but can be filed more frequently if company details change.

Important note: While the legal term now is confirmation statement, many business owners (and even some accountants) still refer to it as the “annual return”. For clarity, this article will use both terms interchangeably.

For official guidance, see Companies House: Confirmation Statement (CS01).

Why Is the Annual Return / Confirmation Statement Important?

Filing your annual return (confirmation statement) is a legal requirement. It ensures that Companies House has accurate, up-to-date information about:

  • Company directors and their service addresses
  • Registered office address
  • Shareholders and shareholdings
  • People with significant control (PSCs)
  • Company type and nature of business (SIC code)

This information is published on the public register – a vital tool for transparency, helping customers, suppliers, banks, and investors verify your company’s legitimacy.

Failing to file on time can lead to:

  • Late filing penalties
  • Personal liability for directors
  • Possible prosecution
  • Compulsory strike-off of your company

When Do You Need to File Your First Annual Return?

The due date for your first annual return (confirmation statement) is linked to your incorporation date:

  • Your first filing is due 12 months after incorporation, plus an additional 14 days.
  • For example, if your company was incorporated on 1 March 2025, your first confirmation statement will be due by 15 March 2026.

You can file earlier if you wish, particularly if key company details change (e.g., a new shareholder, change in SIC code, or updated registered office).

You must then continue to file at least once every 12 months.

What Information Do You Need to File Your Annual Return?

Before filing, gather the following details:

Company Details

  • Company name and number
  • Registered office address
  • Single Alternative Inspection Location (SAIL), if applicable

Directors and Company Secretary

  • Full names and service addresses
  • Any changes since incorporation

Shareholders and Share Capital

  • Current shareholders’ names
  • Number and class of shares held
  • Statement of capital (total shares in issue, aggregate nominal value, and currency)

People with Significant Control (PSC)

  • Individuals or entities with more than 25% of shares or voting rights
  • Those with the right to appoint/remove directors
  • Details must be updated if PSCs change

SIC Code

  • Standard Industrial Classification (SIC) code to describe your company’s nature of business.
  • See official list here: Find SIC Codes.

How to File Your Annual Return (Step by Step)

You can file your annual return (confirmation statement) either online or by paper form.

Option 1: Filing Online (Recommended)

  1. Log into Companies House WebFiling: https://ewf.companieshouse.gov.uk/
  2. Enter your company number and authentication code (issued at incorporation).
  3. Review your pre-populated details.
  4. Update any changes (directors, shareholders, PSCs, SIC codes, etc.).
  5. Pay the filing fee online.
  6. Submit your confirmation statement.

Option 2: Filing by Paper Form (CS01)

  1. Download the paper form CS01 from the GOV.UK website.
  2. Complete all relevant sections.
  3. Post to Companies House with the fee.
  4. Allow for processing time.

Fees for Filing an Annual Return / Confirmation Statement

  • Online filing: £34
  • Paper filing: £62

The fee is per 12-month period, not per submission. This means you can update and re-file multiple times within the same year at no extra cost.

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What Happens If You Don’t File on Time?

Failing to file your confirmation statement is a serious offence. Consequences include:

  • Company strike-off: Companies House may dissolve your business.
  • Criminal liability: Directors can be prosecuted.
  • Personal fines: Directors may face penalties even if the company is dormant.

For peace of mind, many business owners appoint an accountant or company formation agent (like Formations Wise) to handle their filings.

Common Mistakes to Avoid

Even though the confirmation statement (annual return) is relatively straightforward, many first-time company directors make avoidable errors that can cause delays, inaccuracies on the public record, or even penalties. Here are the most frequent pitfalls:

Choosing the Wrong SIC Code

Your SIC (Standard Industrial Classification) code defines your company’s main business activity. Selecting the wrong code can misrepresent your business, create confusion for clients and lenders, and even affect your eligibility for certain grants or tax reliefs. Always double-check the official SIC list before filing.

Missing People with Significant Control (PSCs)

Since 2016, UK companies must declare anyone who owns or controls more than 25% of the company or otherwise exerts significant influence. Forgetting to include PSC details is a common – but serious  compliance breach. Ensure your PSC register is accurate and up to date before submitting your confirmation statement.

Forgetting Deadlines

Many directors wrongly assume they’ll “remember” when their annual filing is due. This often leads to late submissions. Instead:

  • Mark the deadline in your calendar the day you incorporate.
  • Set automated reminders.
  • Or delegate filing to a professional service provider like Formations Wise.

Overlooking Shareholder Updates

Any changes to shareholders, shareholdings, or share classes must be reflected in your confirmation statement as of the “statement date”. Failing to keep these details accurate can result in discrepancies on the Companies House register and disputes over ownership.

Confusing the Confirmation Statement with Annual Accounts

Many new business owners mistakenly believe the confirmation statement and annual accounts are the same thing. In fact, they are separate obligations:

Confirmation Statement (CS01): Confirms key company details.

Annual Accounts: Provide financial performance data to Companies House (and HMRC, where relevant).

Mixing the two can result in missed filings or incomplete submissions.

Tip: Think of the confirmation statement as a “who we are” filing, and annual accounts as a “how we’re doing” filing. Both are essential for compliance.

Tips to Make Filing Easier

  • Save your authentication code securely – you’ll need it for every online filing.
  • File early if making company changes, so the public record is up to date.
  • Use software filing services that integrate with Companies House for smoother submissions.
  • Set calendar reminders 12 months after incorporation and recurring annually.
  • Consider professional help if your company has a complex share structure.

Resources and Further Reading

Final Thoughts: Stay Compliant, Stay Confident

Filing your first annual return (confirmation statement) with Companies House may seem daunting, but once you understand the process, it’s straightforward. The key is staying organised, keeping your company records up to date, and filing on time.

At Formations Wise, we help UK business owners every step of the way – from company formation to ongoing compliance. Whether you want us to handle your filings or simply provide guidance, we ensure you stay on the right side of the law while focusing on what matters most: growing your business.

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