Every HMRC filing document requires certain facts. Take a look at the following videos to see how to tag some of the mandatory facts. Review the table of mandatory facts at the end of this article to see the full list of facts you must tag in your document.
Tagging the Entity Current Legal or Registered Name Fact
This video demonstrates how to tag the Entity Current Legal or Registered Name fact. This fact is a string concept found in the Cover section of your document.
Tagging the Entity Dormant Status [True/False] Fact
This video demonstrates how to tag the Entity Dormant Status [True/False] fact. This fact is a boolean concept found in the Cover’s non-printing section of your document.
Tagging the End Date for Period Covered By Report Fact
This video demonstrates how to tag the End Date for Period Covered By Report fact. This fact is a date concept found in the Cover’s non-printing section of your document.
Tagging the Entity Trading Status Fact
This video demonstrates how to tag the Entity Trading Status fact. This fact is a fixed concept found in the Cover’s non-printing section of your document.
Table of Mandatory Facts
If you skip any of the following required facts, your document will have filing errors. Use the information in the Best Practices column as guide for tagging these facts. If you have any questions about source formatting or presentation, please contact your Customer Success Manager for training.
Concept | Concept Type | Best Practice |
---|---|---|
Entity current legal or registered name | String | Tag this fact directly on cover page or use a text block. |
UK Companies House registered number (where applicable) | String | Tag this fact directly on cover page or use a text block. |
UK VAT registration number (where applicable) | String | Tag this fact directly on cover page or use a text block. |
Entity dormant status [true/false] | Boolean | Tag this fact in the non-printing section as follows:
|
Entity trading status | Fixed | Tag this fact in the non-printing section as follows:
|
Legal form of entity | Fixed |
|
Accounting standards applied | Fixed |
|
Account status, audited or unaudited | Fixed |
|
Accounts type, full or abbreviated | Fixed |
|
Date of authorisation of financial statements for issue | Date |
|
Date of signing of Directors' Report | Date |
|
Description of principal activities | String |
|
Start date for period covered by report | Date |
|
End date for period covered by report | Date |
|
Balance sheet date | Date |
|
Director signing Directors' Report | Fixed |
|
Director signing financial statements | Fixed |
|