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Selected: Company closure and offboarding · version 1 · published. Clear selection / new template

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Work template versions. Filters and summaries cover the accessible template register.
Other company workoffice_general_office1Published50
Annual company auditoffice_audit_year1Published80
Set up a company serviceoffice_service_setup1Published50
Company closure and offboardingoffice_company_closure1Published80Selected
Review a recorded bank accountoffice_bank_review1Published40
Open a bank accountoffice_bank_opening1Published70
6 matching records · 6 in the accessible template register
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Plan structure · Company closure and offboarding

Read the saved version without generating work. Dates are relative to a deadline; preview below resolves dates and assignments for a company.

Existing completion checks are retained and their expectations are included in the Epic checklist.

  • Epic · Company closure and offboarding

    Outcome

    The agreed closure or offboarding scope is completed, evidenced and communicated.

    Acceptance checklist

    • Required child work completed
    • Supporting evidence reviewed
    • Outcome communicated to the customer where required
    • Outcome evidence reviewed: Retain evidence of the agreed outcome and record an authorised review.
    Work type
    Company closure
    Priority
    Normal
    Direct estimate
    Not estimated
    Planned due date
    On the deadline
    Team
    No team
    Assignment
    Inherit owner
    Review
    No required review
    • Task · Agree closure scope
      Work type
      Company closure
      Priority
      Normal
      Direct estimate
      Not estimated
      Planned due date
      On the deadline
      Team
      No team
      Assignment
      Inherit owner
      Review
      No required review
      • Subtask · Confirm whether this is legal closure or firm offboarding
        Work type
        Company closure
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
      • Subtask · Review outstanding work, fees, tax and statutory obligations
        Work type
        Company closure
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
    • Task · Complete and verify closure
      Work type
      Company closure
      Priority
      Normal
      Direct estimate
      Not estimated
      Planned due date
      On the deadline
      Team
      No team
      Assignment
      Inherit owner
      Review
      No required review

      Depends on: Agree closure scope

      • Subtask · Coordinate required filings and retain authority decisions
        Work type
        Company closure
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
      • Subtask · Review accounts, access, records retention and customer handover
        Work type
        Company closure
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
      • Subtask · Record the appropriate company status and final outcome
        Work type
        Company closure
        Priority
        Normal
        Direct estimate
        Not estimated
        Planned due date
        On the deadline
        Team
        No team
        Assignment
        Inherit owner
        Review
        No required review
Customer questions · 0

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Preview Company closure and offboarding · version 1

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Author a replacement for Company closure and offboarding

Define the outcome and acceptance checklist on the Epic. Use child steps for execution and evidence collection.

Existing completion checks are retained for this revision. Their expectations have been included in the Epic checklist; editing checklist wording does not remove those checks.

A published version is retained. Saving changes creates a new draft version; existing Epics keep their original plan.

Work plan steps and customer questions
epic · Company closure and offboarding
Depends on accepted work

The template keeps one Epic. Organize its child tasks below.

task · Agree closure scope
Depends on accepted work

Move or remove child steps before changing this step’s level or removing it.

subtask · Confirm whether this is legal closure or firm offboarding
Epic checks required before this step completes
Depends on accepted work
subtask · Review outstanding work, fees, tax and statutory obligations
Epic checks required before this step completes
Depends on accepted work
task · Complete and verify closure
Depends on accepted work

Move or remove child steps before changing this step’s level or removing it.

subtask · Coordinate required filings and retain authority decisions
Epic checks required before this step completes
Depends on accepted work
subtask · Review accounts, access, records retention and customer handover
Epic checks required before this step completes
Depends on accepted work
subtask · Record the appropriate company status and final outcome
Epic checks required before this step completes
Depends on accepted work

Epic acceptance checks

Use these for outcomes that need an explicit evidence-backed decision. General checklist instructions stay on the Epic above.

Outcome evidence reviewed

Questions for the customer

Questions are published to the client portal when this template generates work. Answers remain open until the customer responds.

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Choose which published template applies to company obligations or internal office work.

Office work triggers and company templates

New services open service setup work. A recorded bank account opens verification work. Closed or struck-off company status opens or links closure follow-up. Manual bank opening, audit-year and other work start from the company file. These events use the published starter unless a company override is configured here. Nothing automatically accepts the resulting work.

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Company rule assignments

Choose which published plan future occurrences of a company’s obligation rule will use. Existing Epics keep their generated plan.

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