The eight fields. Companies House authentication code · company UTR · VAT position settled · Government
Gateway reachable · the director we hold is the current one · director's personal Companies House code · photo ID
and proof of address · clean at Companies House. A client scoring 8 of 8 can be worked end to end without
contacting anybody. Every point below that is a chase, and a chase is what turns a twenty-minute job into a
three-week one.
held
missing — needs chasing
Complete — workable today
Nothing outstanding on any of the eight. Hand these to an admin and they can finish without asking a question.
Nearly there — one or two gaps
Worth clearing first, because each of these is a short chase away from being fully workable.
Substantial gaps — chase before assigning
Assigning one of these to an admin without warning them is how work stalls halfway through. The missing column is the brief.
Where the gaps actually are
Counted across all 44. This is what to fix as a batch rather than client by client — chasing one field across thirty clients in a single sitting is far cheaper than thirty separate conversations.
The Gateway column is the one that matters commercially. It is the largest single gap and it is the
precondition for every VAT return and every MTD filing. A client can look perfect on paper and still be
unworkable because nobody can sign in to their HMRC account. Clear that column and most of the rest of the
portfolio becomes billable recurring work.
Shelf stock
The Blackpool companies held as stock. These have no client data to chase — what they have is a statutory deadline that runs whether or not anyone has bought them.
Adding more Blackpool companies is one line each. Open
_data.js, find the SHELF
array, copy any line and change the values. The dispatch portal, the task counts, the batches and the pricing all
pick it up with no other edit. The wider cohort is 83 companies — but 65 are already gazetted, only 8 are still
saveable, and 10 of the 83 are live clients already listed above. Do not add those ten twice.