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.
We'll need some details about your current address and contact information.
Let us know if you'd like us to email, WhatsApp or SMS you with updates.
Complete a digital verification process using your ID (passport or UK driving license) along with a liveness check
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.
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.
Add some basic personal tax details for payroll and self assessment filing.
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 and send you filing reminders.
Add a few details about your company if you're operating as a Sole Trader.
If you need to register a Limited Company, you can complete this process in your dashboard.
Add some details about your new business and we'll register you as a sole trader with HMRC.
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.
Add details about how you'd like us to handle your mail and where we should forward mail to.
Let us know if you're already registered for VAT, want to register for VAT or if you're unsure about VAT registration.
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.
Depending on your package we'll need to ask HMRC for authorisation to manage your personal self assessment tax filing, VAT, corporation tax and PAYE.
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.
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.
Schedule some time with your accountant to walk through how to use FreeAgent.
We'll remind you about your upcoming self assessment tax returns and can help you file them for an additional cost if needed.
We'll send you reminders and file your VAT returns each quarter. We'll also help you get set up with a direct debit so that you don't miss a payment.
We'll remind you about your annual confirmation statement with Companies House.
We'll send you a reminder about your annual accounts. We can help take care of your accounts for an additional cost.
We'll remind you about your annual corporation tax payments. We can help with your annual accounts and corporation tax filing for an additional fee.
We'll invite you to connect your crypto wallets to help calculate your capital gains tax for your self assessment.
We'll help you file a self assessment tax return with a capital gains tax calculation based on your crypto activity.
Sign up instantly to one of our packages, add some basic details and pay by card. You'll then be redirected to your dashboard.
Book a free 20-minute consultation with one of our accountants to ask questions about starting your business, taxes, take-home pay and general business accounting queries.
Download one of our detailed guides that cover topics ranging from company registration, taxes, take-home pay, expenses or dividends.
Looking for some free support? Sign up for a free community account to access a range of guides, calculators and free support
Here are the common FAQs we get asked about for Self Assessment Tax Returns
Here are the common FAQs we get asked about for Annual Accounts
Here are the common FAQs we get asked about for Company Closure
Here are the common FAQs we get asked about for FreeAgent accounting software
Here are the common FAQs we get asked about for confirmation statements
Here are the common FAQs we get asked about for Limited Companies
Here are the common FAQs we get asked about for Sole Traders
Here are the common FAQs we get asked about for Company Dormancy
We partner with FreeAgent for our accounting software and highly recommend you download their mobile app.
If your account goes over due then you can risk your subscription being cancelled and lose access to mailing services, accounting software and more.
The clock is ticking, and it’s time to get ahead of your Self Assessment Tax Return for 2023/2024. At GoForma, we understand the importance of timely filing and are here to make the process as smooth and rewarding as possible. Let's dive into why filing early is crucial, the benefits of using GoForma, and the perks we offer.Keep reading to learn more about our £100 Amazon voucher prize draw if you submit your self assessment tax return to us before 30th August 2024.
Welcome to GoForma, your trusted partner in accounting excellence in the UK. We understand that every business is unique, and so are its accounting needs. To ensure you get the most out of our expert accounting services in the UK, we offer a wide range of add-ons tailored to your specific requirements. Our addons are designed to simplify your accounting needs, making your experience seamless and efficient. Explore our add-ons below and discover how GoForma can boost your business.
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