How to Generate the SH01

Please note: Capdesk does not submit the SH01 to Companies House. You can generate the form, verify, update and file it online to Companies House.

You can read our blog post on filing SH01 here.

An SH01, known as 'Allotment of Shares', is a mandatory filing at Companies House when allotting shares. It must be filed within 30 days of the allotment.

You can generate this report by going to the “Companies House” tab -> green button “Export” -> “SH01”.

If your company is not live, you will need to ensure you tick the “Include Drafts?” checkbox. Select the dates and click Order.

The SH01 report will be emailed to you and you can download, update if necessary and then file it to Companies House yourself.

Once submitted to Companies House, you can record it on Capdesk as filed to keep a record of the date (found in the “FILED” column) in which you submitted it. You can do this by clicking on the action button (far right button with the 3 dots) -> File.

If the SH01 is rejected by Companies House, you can record it as rejected on Capdesk (and then export the SH01 again). Similarly, click on the action button -> Reject.