GoForma help desk and FAQs

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Complete the onboarding steps in your dashboard
Onboarding
Complete the onboarding steps in your dashboard

Depending on your subscription, you'll have a few onboarding steps when you sign up that you'll need to complete to activate your account.

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Onboarding
Add your basic personal details
Onboarding
Add your basic personal details

We'll need some details about your current address and contact information.

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Onboarding
Add communication preferences
Onboarding
Add communication preferences

Let us know if you'd like us to email, WhatsApp or SMS you with updates.

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Onboarding
Complete digital ID verification check
Onboarding
Complete digital ID verification check

Complete a digital verification process using your ID (passport or UK driving license) along with a liveness check

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Onboarding
Upload a proof of address
Onboarding
Upload a proof of address

Upload a valid proof of address in the UK dated in the last 3 months to verify your identity. This can be a recent council tax bill or utility bill.

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Onboarding
Welcome call with your accountant
Onboarding
Welcome call with your accountant

Book a welcome call with your new accountant so that they can help get you set up, answer specific questions and walk through what to expect with GoForma.

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Onboarding
Add personal tax details
Onboarding
Add personal tax details

Add some basic personal tax details for payroll and self assessment filing.

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Onboarding
Add your Limited Company details
Onboarding
Add your Limited Company details

If you already have a Limited Company, then you just need to search for the name and we'll extract all the details we need from Companies House. If you need to register a Limited Company then this can be done at this stage - please see our company registration process step to learn more about how this works.

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Onboarding
Add your Sole Trader company details
Onboarding
Add your Sole Trader company details

Add a few details about your company if you're operating as a Sole Trader.

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Onboarding
Limited Company registration
Onboarding
Limited Company registration

If you need to register a Limited Company, you can complete this process in your dashboard.

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Onboarding
Self employed registration process
Onboarding
Self employed registration process
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Onboarding
Add previous accountant details
Onboarding
Add previous accountant details

If you have an accountant already, we need to send a professional clearance request so that we can collate all the key documents and data we need to operate as your accountants.

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Onboarding
Add your mail handling preferences
Onboarding
Add your mail handling preferences

Add details about how you'd like us to handle your mail and where we should forward mail to.

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Onboarding
VAT registration or authorisation
Onboarding
VAT registration or authorisation

Let us know if you're already registered for VAT, want to register for VAT or if you're unsure about VAT registration.

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Onboarding
Companies House authorisation request
Onboarding
Companies House authorisation request

We need a confirmation code from Companies House so that we can file your confirmation statement, end of year accounts and make any changes to your account like additional directors or registered office.

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Onboarding
HMRC authorisation requests
Onboarding
HMRC authorisation requests
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Onboarding
Previous accountant switch process
Onboarding
Previous accountant switch process

Once you've completed our accountant switch form, we'll send a link to your accountant to upload all the documents we need and continue to follow up with them.

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Onboarding
FreeAgent accounting software setup and invite
Onboarding
FreeAgent accounting software setup and invite

Add some basic details about your industry that we'll need to get your FreeAgent accounting software up and running. If you already have FreeAgent then you can add your details here.

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Onboarding
FreeAgent software walk through discussion
Onboarding
FreeAgent software walk through discussion
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Onboarding
Complete self assessment tax return - reminder only
Filing
Complete self assessment tax return - reminder only
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Filing
Complete quarterly VAT returns
Filing
Complete quarterly VAT returns
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Filing
Confirmation statement filing - reminder only
Filing
Confirmation statement filing - reminder only
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Filing
Annual accounts filing - reminder only
Filing
Annual accounts filing - reminder only
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Filing
Corporation tax payment - reminder only
Filing
Corporation tax payment - reminder only
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Filing
Cryptocurrency capital gains tax
Filing
Cryptocurrency capital gains tax
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Filing
Cryptocurrency self assessment tax return
Filing
Cryptocurrency self assessment tax return
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Filing
Sign up online instantly
Enquiries
Sign up online instantly

Sign up instantly to one of our packages, add some basic details and pay by card. You'll then be redirected to your dashboard.

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Enquiries
Book a free accounting consultation
Enquiries
Book a free accounting consultation
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Enquiries
Download a free guide
Enquiries
Download a free guide
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Enquiries
Create a free community account
Enquiries
Create a free community account
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Enquiries
Ongoing 1-on-1 accountant discussions
General
Ongoing 1-on-1 accountant discussions
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General
Business insurance quote
General
Business insurance quote
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General
Refer a friend
General
Refer a friend

Refer a friend to GoForma and earn up to £250 for each referral.

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General
Switching to company dormancy
General
Switching to company dormancy
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General
Adding another company director
General
Adding another company director
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General
Claiming Limited Company expenses
General
Claiming Limited Company expenses
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General
Calculate your take home pay
General
Calculate your take home pay
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General
Receiving mail scans at GoForma
Virtual office
Receiving mail scans at GoForma
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Virtual office
Adhoc mail forwarding
Virtual office
Adhoc mail forwarding
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Virtual office
Receiving bank cards at GoForma
Virtual office
Receiving bank cards at GoForma
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Virtual office
Receiving cheques at GoForma
Virtual office
Receiving cheques at GoForma
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Virtual office
Receiving small parcels
Virtual office
Receiving small parcels
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Virtual office
Receiving medium parcels
Virtual office
Receiving medium parcels
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Virtual office
Return to sender process
Virtual office
Return to sender process
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Virtual office
Mail shredding process
Virtual office
Mail shredding process
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Virtual office
International mail forwarding
Virtual office
International mail forwarding
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Virtual office
Adding address to Google My Business
Virtual office
Adding address to Google My Business
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Virtual office
Download FreeAgent accounting software mobile app
FreeAgent
Download FreeAgent accounting software mobile app

We partner with FreeAgent for our accounting software and highly recommend you download their mobile app.

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FreeAgent
Connect business bank account to FreeAgent
FreeAgent
Connect business bank account to FreeAgent
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FreeAgent
Changing card details
Billing
Changing card details
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Billing
Adding a discount to an active subscription
Billing
Adding a discount to an active subscription
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Billing
Adding a discount at sign up
Billing
Adding a discount at sign up
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Billing
Over due accounts
Billing
Over due accounts
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Billing
Direct debit
Billing
Direct debit
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Billing
Add other contacts
Account
Add other contacts
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Account
Closing your GoForma account
Closing
Closing your GoForma account
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Closing
Change Companies House address
Closing
Change Companies House address
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Closing
FreeAgent license switch
Closing
FreeAgent license switch
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Closing
We partner with the world’s best
FreeAgent accounting software logoGoogle drive logoStripe logoCompanies House logoHubspot logoHMRC logo
Simplified Pricing
No fixed term contracts. No hidden fees. 30 days free trial.
Select your business type
Start
From £21
+ VAT per month
Unlimited accounting advice
FreeAgent accounting software
Self assessment filing
Unique partner offers
Try for free
No credit card required
Start
From £49
+ VAT per month

Limited Companies that aren't registered for VAT and need a dedicated company accountant.

Free company registration
Payroll for 1 director
Annual Accounts
Contractor jobs access
Unique partner offers
£85k annual turnover inc.
Try for free
No credit card required
Operate
From £79
+ VAT per month

Limited Companies earning over £85k a year, registered for VAT who want a business address.

All Start features
VAT registration & fillings
Self Assessment tax return
Registered company address
Confirmation statement
£100k annual turnover inc.
Try for free
No credit card required
Grow
From £119
+ VAT per month

Multiple Director Limited Companies that also need insurance.

All Start & Operate features
Proactive tax planning & advice
Digital mail forwarding
£1M  Professional Indemnity
2 x Self Assessment tax returns
£100k annual turnover inc.
Try for free
No credit card required
Package Features
Package
Start
Operate
Grow
Fees
Monthly fee + VAT
From £49
From £79
From £119
Support
Company Registration
Accounting Services
Personal Tax
Pro-active services
Business Insurance
Virtual Office & Business Address
Partner Services
Standard
£25
+ VAT per month

Registered London business address to pick up your mail from during normal working hours.

Free company registration
Meet clients in our coffee shop
Mail handling service
Try for free
No credit card required
Advanced
£30
+ VAT per month

Registered London business address with all business mail opened, scanned and sent to you.

Free company registration
Meet clients in our coffee shop
Digital mail forwarding
Try for free
No credit card required
Premium
£35
+ VAT per month

Registered London business address with all mail forwarded on to a UK address.

Free company registration
Meet clients in our coffee shop
Physical mail forwarding
Try for free
No credit card required
Please note: We only offer Virtual Office services to customers who can provide evidence of a UK residential address.
Download our Free Guide to your First Year Accounting

Download our Ultimate Expenses Guide

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