Dates for a range of events can be stored on Inform Direct, the software can then show these dates on company dashboard and your portfolio screen. 

The software automatically imports certain dates such as the due dates for your confirmation statement and accounts, but there are other dates which you can manually add. 

There are existing fields within the system which can be updated like the AGM and Board Meeting dates and new fields can be added if required.

1. To amend or add new dates on to Inform Direct, click on the Company tab and select Update Diary Dates. 

2. The list of Diary Dates available to add are presented and can be selected by clicking on the calendar option to the right of the date or typed in to the boxes provided. 

3. You are able to add new custom fields for any dates which are not yet included. How do I add new custom fields?

Note: Custom fields do not automatically update or sync information in, these need to be manually amended when required. 

4. The saved dates when appear on the company dashboard under Key Dates and can be added to your Portfolio. 

How do I change the portfolio screen settings & fields?

If you are an agent that completes VAT returns on behalf of clients, you can connect to HMRC and authorise Inform Direct to retrieve the VAT dates of any client linked to your agent services account (ASA). You will not then need to manually add the VAT dates of your clients. How do I connect to HMRC and authorise Inform Direct to retrieve the VAT dates of my clients?