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.

By

Chris Andreou

Updated

September 1, 2024

Business accountant available for free consultation

Check out the new GoForma help desk and FAQs

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Onboarding

Complete the onboarding steps in your dashboard

Onboarding

Add your basic personal details

Onboarding

Add communication preferences

Onboarding

Complete digital ID verification check

Onboarding

Upload a proof of address

Onboarding

Welcome call with your accountant

Onboarding

Add personal tax details

Onboarding

Add your Limited Company details

Onboarding

Add your Sole Trader company details

Onboarding

Limited Company registration

Onboarding

Self employed registration process

Onboarding

Add previous accountant details

Onboarding

Add your mail handling preferences

Onboarding

VAT registration or authorisation

Onboarding

Companies House authorisation request

Onboarding

HMRC authorisation requests

Onboarding

Previous accountant switch process

Onboarding

FreeAgent accounting software setup and invite

Onboarding

FreeAgent software walk through discussion

Filing

Complete self assessment tax return - reminder only

Filing

Complete quarterly VAT returns

Filing

Confirmation statement filing - reminder only

Filing

Annual accounts filing - reminder only

Filing

Corporation tax payment - reminder only

Filing

Cryptocurrency capital gains tax

Filing

Cryptocurrency self assessment tax return

Enquiries

Sign up online instantly

Enquiries

Book a free accounting consultation

Enquiries

Download a free guide

Enquiries

Create a free community account

Accounting

Common VAT FAQs

Accounting

Common Self Assessment FAQs

Accounting

Common Annual Accounts FAQs

Accounting

Common Company Closure FAQs

Accounting

Common FreeAgent accounting software FAQs

Accounting

Common Confirmation Statement FAQs

Accounting

Common Limited Company FAQs

Accounting

Common Sole Trader FAQs

Accounting

Common Company Dormancy FAQs

General

Ongoing 1-on-1 accountant discussions

General

Business insurance quote

General

General

Switching to company dormancy

General

Adding another company director

General

Claiming Limited Company expenses

General

Calculate your take home pay

Virtual office

Receiving mail scans at GoForma

Virtual office

Adhoc mail forwarding

Virtual office

Receiving bank cards at GoForma

Virtual office

Receiving cheques at GoForma

Virtual office

Receiving small parcels

Virtual office

Receiving medium parcels

Virtual office

Return to sender process

Virtual office

Mail shredding process

Virtual office

International mail forwarding

Virtual office

Adding address to Google My Business

Virtual office

Receiving important documents e.g. passports

FreeAgent

Download FreeAgent accounting software mobile app

FreeAgent

Connect business bank account to FreeAgent

Billing

Changing card details

Billing

Over due accounts

Billing

Account

Add other contacts

Closing

Closing your GoForma account

Closing

Change Companies House address

Closing

FreeAgent license switch

Filing

Self Assessment Tax Returns: 2023/2024 GoForma deadlines

Billing

GoForma Additional Add-on Services

Take home pay: PAYE - Salary and Tax Deductions Calculator

Optimal Pension amount calculator

Target income calculator

Mileage tax calculator

Capital gains tax calculator

Permanent vs contractor income comparison

Benefit in kind charges: company car

Whether to register for VAT or not

Whether to close or make company dormant

Whether you need a self assessment or not

Take home pay: Umbrella

Mortgage assessment calculator

Costs of employing vs sole trader vs subcontractor

Associated packages:

Company Closure

End of Year Accounts

Operate Dormancy

Operate Ecommerce

Operate Sole Trader

Operate Sole Trader Ecommerce

Start Ecommerce

Start Sole Trader

Start Sole Trader Ecommerce

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