Intake — new clients and re-verification

Paste the checking results from a spreadsheet. Anything matching an existing Companies House number is diffed against the 15 August baseline and you see only what moved; anything new gets a ready-made line for _data.js. Nothing is written automatically — you review, then paste.

1 · What the checker fills in

One row per company, tab or comma separated, header row included. Build it in a spreadsheet and paste the whole block. Columns can be in any order and unknown columns are ignored — only ch is required.

ch n s st dir auth utr vat gw dirfix kyc pcode csod accod acc
ColumnAcceptsWhat it drives
chCompanies House numberThe match key. Required.
nCompany nameDisplay only.
sHO / RETWhich side of the governance boundary.
stclean strike nodir accod csod noauth soonPriority 1 and 2 tasks. The single most important field.
dirDirector as shown at Companies HouseWhether a director correction is generated.
authCode, or blank / noneBlank generates an auth-code request and blocks filing.
utrNumber, progress, or blankOrder vs chase vs nothing. Gates VAT entirely.
vatNumber, ref:0990..., believed, or blankApply vs chase vs no action.
gwS / P / WGateway route. Biggest single driver of hours.
dirfix1 / 0 / y / nOur file disagrees with the register.
kyc1 = documents missingAML task.
pcode1 = personal code not heldIdentity-verification task.
csodDate the statement went overduePriority 2 filing.
accodDate the accounts went overduePriority 2 filing.
accAccounts due date (not overdue)Reference only.
Record what the register says, even where it contradicts our file. If Companies House shows a different director, put the register's version in dir and set dirfix to 1 — do not quietly reconcile them. Four stale nominee profiles and a wrong VAT number survived for months in this estate because somebody picked one value instead of recording the disagreement.

2 · Paste the results