Getting Started with the Dashboard

Learn how to navigate your @AdamsWinter dashboard. Understand status icons, start filings, return to drafts, and use the company details drawer.

Your @AdamsWinter dashboard is your home base for managing all your company filings. This guide shows you how to navigate it effectively.

The Dashboard Grid

When you log in, you'll see a grid showing all your companies and their filing periods:

Company Name	Period End	Accounts	CT600	Profit	Tax	Actions
ABC Ltd	31 Mar 2025	○	○	£50,000	£9,500

Each row represents one accounting period for a company. You might see multiple rows for the same company if you have several periods to file.

Understanding Status Icons

Each filing shows a status icon:

Icon	Meaning
✓ (grey tick)	Filed and accepted
○ (empty circle)	Not yet filed
⏳ (clock)	Submitted, awaiting response
📄 (document)	Draft in progress
✗ (red cross)	Error or rejected

ℹ Click any status icon to open the details drawer and see more information about that filing.

Starting a New Filing

To file your CT600 or accounts:

Find the company row in the grid
Click the green button:

A dropdown appears with options:

- CT600 - File your corporation tax return - Accounts - File accounts with Companies House - CT600 Filed Elsewhere - Mark as filed via accountant/other software - View documents - See submitted documents for this period (only shown if documents exist) - View all years - Open the details drawer to see all filing periods

⚠ If the button shows in red, your filing is overdue. Don't worry - you can still file, but do so as soon as possible to minimise penalties.

Returning to a Draft

If you've already started a filing but didn't finish:

The button will show:

Click it and select your filing type
You'll return to where you left off with all your data preserved

✓ @AdamsWinter automatically saves your progress. You can close your browser and return later - your data will be waiting.

The Company Details Drawer

Click the arrow (→) at the end of any row to open the details drawer. You can also click anywhere on the row itself.

The drawer slides in from the right and shows:

Company Information

Company name and number
Registration details

Filing History

All periods for this company
Status of each filing
Submitted documents (iXBRL, XML)
Error messages (if any)

Actions

Continue or retry filings
View submitted documents
Archive the company

Filtering and Searching

Use the controls at the top of the dashboard:

Search Box Type a company name or number to filter the grid instantly.

Status Filter

All - Show everything
Overdue - Filings past their deadline
Due Soon - Approaching deadlines
Drafts - Started but not submitted
Filed - Completed filings

Filing Order Requirements

HMRC requires you to file periods in chronological order. If you have multiple overdue periods:

⚠ Previous Period Required - You must file the earlier period first, or mark it as filed elsewhere.

The dashboard will guide you to file the oldest period first, or you can mark it as "Filed Elsewhere" if you've already submitted it through another service.

Adding a New Company

Click the button in the top right:

You can add companies by:

Company number - We'll fetch details from Companies House
Manual entry - For organisations not on Companies House (clubs, associations)

Archiving Companies

If you no longer need to file for a company:

Click the arrow (→) to open the details drawer
Scroll to the bottom
Click Archive Company, then confirm

Archived companies are hidden from your main dashboard but can be restored later.

Quick Tips

Bookmark the dashboard - Log in goes straight to your filing list
Check status icons - A quick glance shows what needs attention
Use the drawer - Click any row for full details and history
File in order - Complete older periods before newer ones

Still Need Help?

If you can't find a company or period:

Last updated: December 2025

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