Inform Direct enforces certain date restrictions when editing company records, such as director or PSC details, due to Companies House compliance requirements. Understanding these restrictions will help you avoid errors and ensure your filings are accepted.

CS01 Pending with Companies House

You cannot make a change to a company or person record whilst the CS01 is pending with Companies House. A date restriction will appear, and no date will be acceptable; you must wait for the CS01 to be accepted or rejected by Companies House.  You can find pending submissions in the "Recent Activity" section of the company dashboard. 

CS01 Made Up To Date Restriction

The CS01 made up to date is the date up to which your company’s confirmation statement covers its records. Once this date has passed (14 days before the confirmation statement is due), no further changes can be dated after this date until the confirmation statement is filed. You can still backdate changes prior to the made up to date.

What Changes Are Restricted?

• All changes are impacted by this restriction. 

If you attempt to make changes after this date, you may see an error message such as:

"Date of change cannot be after [CS01 made up to date]."

Other Date Restrictions

1. Officer or PSC Appointment Date

• You cannot terminate or change officer or PSC details prior to their appointment date.
  For example, you cannot record a resignation or change details for a director or PSC before their official appointment date.

2. Company Incorporation Date

• You cannot make any changes to a company on or before its incorporation date.
  All changes must be dated after the company’s official incorporation.

Share Work and Imported Shareholder Dates

Imported Shareholder Date Restriction:
When importing a company, Companies House sends us the last CS01 date as the imported shareholder date. Inform Direct does not know who holds the shares before this date and can cause date restrictions to appear. 

For example: If you need to record a share transfer or other share transaction before this imported date (e.g., the last CS01 date is March 2026 but you want to transfer shares in February 2026), you must update the imported shareholder dates so the system recognises the correct shareholding as of the earlier date.

Common Scenarios

• Appointing a new director or PSC:
  If the appointment date is after the CS01 made up to date, you must file the confirmation statement before updating their details.
• Adding a personal code:
  You cannot add or edit a personal code for a director or PSC with a date after the CS01 made up to date.
• Share transfers before the imported shareholder date:
  Update the imported shareholder dates to reflect the correct shareholding as of the earlier date.