startOfficers - limited companies
How To

Officers - limited companies

CCH IFirm Accounts Production
Last update: Reading time 2 minutes
OfficersLimited Companies
    The Officers area for a limited company allows you to maintain the status of current and any former officers.

    Officers - FRS 105 and FRS 102 entities

    An FRS 105 entity has two sections, Officers and Former officers, the FRS 102 entity has an additional section for Shareholdings.

    Officers

    The Officers section displays the current officers of the company, you are able to edit their details, add new directors, including the company secretary.

    clipboard_ef1e5e7c6b8f99250ec7d5a75c0f55cb7.png

    Company secretary

    To dispense with the title Secretary on the Company Information page, move the slider to the right.

    Order, Name and Role

    iFirm-Accounts_Production_Data-Entry_Limited-Companies_1.png

    Order

    The order of the officers is shown in the first column, to change the order click on the two horizontal lines (you will see the cursor change to a hand) drag the row up or down, the number will automatically change. 

    Name

    To change the name of an officer, change the name in Central, and allow to refresh.

    If the name is changed here it will be different to that in Central.

    Role

    Click on the down arrow beside the role description e.g. Director, and select from the drop down list.  The information circle next to Role gives information regarding company secretary disclosure.

    Status / Dates / Report and Signatory capacity

    iFirm-Accounts_Production_Data-Entry_Limited-Companies_3.png

    Status

    Select the status of the officer from the drop down arrow.

    iFirm-Accounts_Production_Data-Entry_Limited-Companies_4.png

    Appointed date

    To display the date of appointment of an officer, click into the date cell on the relevant row, a calendar will appear - you may scroll and select the date or may type directly into the cell.  If the date fall within the current year being prepared it will be displayed on the information page and in the directors report.

    End date

    To display the date of leaving a company for an officer, click into the date cell on the relevant row, a calendar will appear - you may scroll and select the date or may type directly into the cell.  If the date fall within the current year being prepared it will be displayed in the directors report.

    Signing the accounts

    Under the heading Report, there are two columns DR = Directors Report and BS = Balance Sheet, entering a tick in the box on the row of the relevant officer will display that officers name on the appropriate page.  The signatory capacity will always be Director in the Balance sheet and may be Director or Secretary in the Directors report.

    Former officers

    Clicking on former officers will display those officers who are no longer active.

    Related documents

    Logging into CCH iFirm Accounts Production
    This document outlines the steps required for CCH Central employees to access CCH iFirm Accounts Production. Users must first be invited by their organisation's CCH iFirm admin and ensure they have both CCH Central and CCH iFirm logins. The document provides instructions for selecting a client, logging into CCH iFirm Accounts Production, and emphasizes the importance of keeping the login screen open after successful access. Additionally, it includes links for further assistance with client migration and organizing management.
    Migrating your existing clients to CCH iFirm Accounts Production
    This document outlines the steps for migrating accounting data to CCH iFirm Accounts Production. It begins by instructing users to select a client from CCH Central and check if their data is already migrated. Key prerequisites include ensuring that the CCH iFirm Console is running and confirming .NET runtime installation. Users are then guided through the migration process by clicking the appropriate button and confirming the migration. Once complete, the client’s accounting status is updated, and visual indicators are provided. Lastly, it includes information on reverting back to the on-premise version of the software.
    Tax Data
    Transfer reviewed tax data directly into Personal Tax returns, reducing duplicate entry and ensuring consistency between accounts and tax information.
    Officers - partnerships (unincorporated)
    Guidance on how to maintain details of current and former partners, including appointment and cessation dates, linking to nominal accounts, entering profit shares and the account signatory or signatories.
    Officers - LLPs ( Limited Liability Partnerships)
    Guidance on how to maintain details of current and former LLP members, including appointment and cessation dates and the account signatory or signatories.