Workiva now supports filing directly with Companies House. This allows you to tag XBRL and create reports for UK-based entities and directly file these reports with Companies House without needing to export or use a 3rd party tool.
Note: While Workiva supports XBRL tagging for both Companies House and HMRC, this integration is directly with Companies House. If you need to submit your report to HMRC, you must export your document and file on the HMRC website.
In order to use this feature, you must have the Companies House Filing role.
Filing your Documents
To create a new filing, click Create and select Filing. Enter details for your filing, such as a name, the folder where the filing should be created, and required dates. Select UK Annual Accounts as the filing type and click Create Filing.
On the Collect step, add any relevant documents to your filing. Click Add Documents to open the folder where the filing should be created, select the report file and any supporting documentation needed, then click Add to continue. Ensure the documents you are adding are all included in the same Companies House XBRL profile.
Select the files you added and click Generate Files to validate the XBRL tagging. You can add or remove files from the upper right if needed.
If there are issues with the generations, you should open the affected document and use the validation errors to assist in resolving any issues. After successfully generating your documents, click Next to continue.
Select the Labels for each of your specific documents. Companies House requires specific exhibits for their submissions, with Accounts being the most common. There is a maximum of 4 documents allowed per submission. When all labels are filled in, click Next to continue.
Fill in the specific filing information. You can hover over the question mark (?) icons for information about each field.
Next, review the summary page and Filing Health panel to ensure all information is correct and that there are no remaining issues before filing. You can move directly from issues in Filing Health to the location of the issue in the associated document, if one exists.
Finally, Test File to ensure there are no issues submitting your filing. After successfully test filing, you are ready to Live File.