Annual Company Return Checklist for Small Business Owners

Keeping your company compliant with HMRC and Companies House requirements is crucial for any business in the UK. One key obligation that many small business owners overlook is filing their annual company return. In this guide, we’ll walk you through a detailed annual company return checklist, helping you understand what it is, why it matters, and how to file it online — step by step.

What Is an Annual Company Return?

An annual company return is a mandatory document submitted to Companies House that provides up-to-date information about your company’s structure, directors, shareholders, and registered address.
It ensures transparency and keeps public records accurate — something every UK limited company must maintain.

Since 2016, the term Annual Return (AR01) has been replaced with the Confirmation Statement. However, many small business owners still search for or refer to it as an “annual company return.” The purpose remains the same: confirming your company details annually.

Why Is the Annual Company Return Important?

Filing your annual company return online is not just a legal requirement — it’s also a reflection of your company’s credibility.
Failing to submit it on time can lead to:

  • Penalties or late fees from Companies House
  • Dissolution (striking off) of your company
  • Challenges in securing loans or partnerships
  • Compliance issues with HMRC

For small businesses, maintaining compliance builds trust with clients, investors, and suppliers.

Annual Company Return Checklist (Step-by-Step Guide)

Here’s your complete checklist for filing your annual company return efficiently:

1. Verify Company Information

Before filing, confirm that all company information is accurate:

  • Registered office address
  • Company directors and secretaries
  • Shareholders’ names and shareholdings
  • Nature of business (SIC code)
  • Statement of capital

If any changes occurred during the year, update them before submission.

2. Prepare Your Company Accounts

You must also submit company accounts to Companies House and HMRC annually.
Ensure you have:

  • A balance sheet
  • Profit and loss statement
  • Notes and director’s report (if applicable)

💡 Tip: BNA Consulting can help you prepare and file your company accounts to ensure full compliance.

3. File Your Annual Company Return (Confirmation Statement)

You can easily file your annual company return online via the Companies House WebFiling service.

You’ll need:

  • Your company authentication code
  • Updated company information
  • £13 filing fee (if filing online)

Once submitted, Companies House will confirm your filing via email.

4. Keep Records for Future Reference

Store a copy of your confirmation statement, filing receipt, and supporting financial documents for at least six years.
This is vital for audit purposes, tax inspections, and potential investor reviews.

5. Set a Reminder for Next Year

Your next annual company return due date is 12 months after your last submission.
Missing this date can result in serious penalties — so set a calendar alert or use an accountant’s reminder service.

Who Needs to File an Annual Company Return?

All UK limited companies and limited liability partnerships (LLPs) must file a confirmation statement, even if:

  • The business has been inactive
  • The company made no profit
  • The company is dormant

Sole traders do not file an annual company return but must still submit a Self Assessment tax return to HMRC.

How BNA Consulting Helps Small Businesses Stay Compliant

At BNA Consulting, we specialize in helping small business owners across the UK manage their company compliance effortlessly.
Our team ensures your annual company return, company accounts, and tax filings are submitted correctly and on time.

Our services include:

  • Annual company return filing
  • Confirmation statement management
  • Company accounts and bookkeeping
  • Tax and VAT registration
  • Business consultancy for small enterprises

With our professional accountants by your side, you can focus on growing your business while we handle your compliance.

Common Questions About Annual Company Returns

1. What is the deadline for filing an annual company return?

You must file your confirmation statement at least once every 12 months, within 14 days of the review period’s end.

2. How much does it cost to file online?

The online filing fee is £13, while the paper filing fee is £40.

3. Can BNA Consulting file my annual company return on my behalf?

Absolutely. Our experienced team can prepare, review, and submit your annual return to Companies House securely and on time.

Final Thoughts: Stay Compliant, Stay Confident

Filing your annual company return doesn’t have to be complicated. With a clear checklist and expert support from BNA Consulting, you can meet your compliance obligations smoothly — avoiding penalties and keeping your company in good standing.

If you’re a small business owner in the UK looking for professional help with your annual company return online, get in touch with us today.
👉 Visit BNAConsulting.co.uk to schedule a free consultation with our business experts.