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Categories Pension
Created by Katherine Kendrick
Created on Dec 7, 2023

DOC report to identify closed/archived companies

Currently we receive a report from the support team each month detailing clients who have a DOC due. This list includes clients who are closed/archived. The number of clients who have ceased trading or who we no longer act for is going to grow and it would be helpful not to have to identify them manually from the report.

Describe the Challenge It is time consuming identifying which clients we need to complete a DOC for so would be helpful if they could be identified on the report.
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  • Jack Perdue
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    Dec 7, 2023

    we've been told by paycircle that the list includes companies where the 'declaration already submitted' box is marked as no. I know it's only a temp fix but will keep them off the list for 3 years, hopefully by then there will be a fix!