Register of Allotments (UK Companies Only)

Easily create a register of allotments to file with Companies House.

A register of allotments is a record that keeps track of the applications received and shares allotted by a company. It serves as a comprehensive register for the company's shares and provides important information about the shareholders. The company might need to file the register of allotments within Companies House.

The following actions are possible from the Register of allotments page:

• Adding Allotment
• Generating An SH01 Filing 
• Publishing the Allotments To The Register
• Exporting the Allotments As An Excel File

Adding Allotment

1. Make sure to enable the Company registers and filings feature. Navigate to Settings > Settings and add-ons and check Use company registers and filings on Capdesk box.

2. Navigate to Company registers > Allotments.

3. Click Add allotment.

4. Click Select issuances registered on Capdesk.

5. Select the issuances to be included in the allotment by checking the box next to them and click Add allotment.

6. Click View register to return to the pending allotments page where you can continue to review and managing allotments before publishing them to your register.

Generating An SH01 Filing

1. Navigate to Company registers > Allotments > Pending.

2. Click Generate SH01 filing.

3. Select the allotments you want to include in the SH01 filing and click Generate SH01 filing.

4. By navigating to Company registers > Allotments > Pending, you will see that the status for SH01 filing has been updated to Generated.

You will also be able to mark SH01 as filed.

Publishing The Allotments To The Register

1. Navigate to Company registers > Allotments > Pending

2. To publish the allotments in bulk or individually, click More > Publish allotments.

3. Select the allotments that you want to publish to the register and click Publish to register. As a default, a filter to Filed SH01 filings will be applied. To see all allotments, remove the filter.

4. Click View register to return to the published register under Company registers > Allotments > Register of allotments.

Exporting The Allotments As An Excel File

1. Navigate to Company registers > Allotments.

2. Click More and Export as XLSX