Get
off for the first 3 months.
Self-assessment tax return with capital gains tax calculation based on up to 25,000 cryptocurrency transactions.
Here's everything that's included in your package:
Support for basic tax requirements for individuals in the UK.
Book a convenient time to talk to your accountant.
Talk to your accountant and manage your account with us through WhatsApp.
Get a 1-on-1 named accountant that you can book time with easily rather than a generic support team.
Get reminders for key deadlines for confirmation statement, end of year accounts, corporation tax, VAT and self assessments.
Get started online quickly through our self service dashboard and book time with your accountant easily.
Get clear insights on your income, expenses, tax efficient salary and dividends.
Get a Koinly license to import up to 25,000 transactions automatically from 400+ exchanges and wallets to get clear insights on your crypto capital gains tax for your self assessment tax return.
Support with completing and filing your annual personal self assessment tax return.
Onboarding instantly with GoForma to complete personalised actions and get a walk through with your accountant whenever you're ready.
When you're ready to switch, just add your previous accountant's details and we'll take care of collecting all the data, documents and authorisations we need. We'll keep you updated as we switch your account across.
Support for individual crypto currency traders
Here are some of the additional services you can buy after you sign up:
Get an additional self-assessment tax return.
Sync up to 25,000 crypto transactions from 400+ exchanges and wallets to get a complete capital gains tax view for your self assessment tax return.
Once you create your account online these are the steps that you'll need to compete 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.
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.
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.
Self-assessment tax return with capital gains tax calculation based on up to 25,000 cryptocurrency transactions.
*Prices quoted exclude VAT