50% off for 3 months

Operate Sole Trader

£59
£29.50
per month*
£59 per month + VAT
Free

Sole trader accounting support with FreeAgent accounting software, annual filing, VAT returns and self-assessment included.

  • Sole trader accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Dedicated personal accountant
  • Unlimited invoices
  • WhatsApp support
  • Self assessment tax return for 1 director
  • Sole trader accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Dedicated personal accountant
  • Unlimited invoices
  • Self assessment tax return for 1 director
  • WhatsApp support
  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 1 director
  • Quarterly health checks
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 2 directors
  • Quarterly health checks
  • Proactive reviews
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 2 directors
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
  • £1M professional indemnity insurance

Frequently asked questions

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What's included

Here's everything that's included in your package:

Company type
Sole Trader

Support with working as a self employed Sole Trader in the UK.

General support
Unlimited bookable support

Book a convenient time to talk to your accountant.

General support
WhatsApp support

Talk to your accountant and manage your account with us through WhatsApp.

General support
Dedicated personal accountant

Get a 1-on-1 named accountant that you can book time with easily rather than a generic support team.

General support
Filing notifications and reminders

Get reminders for key deadlines for confirmation statement, end of year accounts, corporation tax, VAT and self assessments.

General support
Online dashboard

Get started online quickly through our self service dashboard and book time with your accountant easily.

General support
Basic tax insights/ expense analysis

Get clear insights on your income, expenses, tax efficient salary and dividends.

Filing
Self Assessment Tax Return

Support with completing and filing your annual personal self assessment tax return.

Filing
Quarterly VAT return and filing

Support with completing and filing your VAT return.

Onboarding
Personalised onboarding

Onboarding instantly with GoForma to complete personalised actions and get a walk through with your accountant whenever you're ready.

Onboarding
VAT tax registration

We'll help you register (or deregister) for VAT depending on your business needs and turnover.

Onboarding
Simple accountant switch process

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.

Onboarding
Partner insurance discount

Get 10% off your business insurance with our partnership with Kingsbridge.

Accounting software
FreeAgent Accounting Software included

FreeAgent accounting software license included (worth £300 a year).

Accounting software
Mobile accounting app

Use the iOS and Android FreeAgent apps to add expenses, send invoices, check your account, time track projects or reconcile transactions.

Accounting software
Record and track your expenses

Easily add and track expenses per project.

Accounting software
Sync with your bank account

Automatically import and reconcile your bank transactions from any major bank using open banking.

Accounting software
Automatic bank reconciliation

AI detection to automatically reconcile and explain transactions based on previous explanations.

Accounting software
Personalised insights

Get personalised insights based on your business type.

Accounting software
Quick access to financial reports

Quickly see a current snapshot of your trial balance, profit and loss, balance sheet and more.

Accounting software
Unlimited invoicing

No monthly restrictions on the number of invoices you create and send.

Accounting software
Custom invoices

Create custom branded invoices for your clients.

Accounting software
Invoice payment reminders

Create payment reminders with your invoices with FreeAgent.

Accounting software
Invoice instant online payments

Add an instant payment link to your invoices.

Turnover
Turnover above £90,000

Support for companies with an expected annual turnover under £90,000.

Industry
Influencer

Support for TikTok, Instagram, YouTube and social media influencers

Industry
Consulting & services

Support for consultants, project managers, interim contractors and businesses that sell services (e.g. their time).

What's extra

Here are some of the additional services you can buy after you sign up:

Add on: Professional references

Get a professional reference for mortgage applications and more.

£39 per reference
Add on: Crypto capital gains tax calculation

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.

£69 per return
Add on: Self assessment tax return

Get an additional self-assessment tax return.

£120 per self assessment
Add on: Cryptocurrency 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.

£189 per return
Onboarding process

Once you create your account online these are the steps that you'll need to compete in your dashboard.

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.

Add your basic personal details

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

Add communication preferences

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

Complete digital ID verification check

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

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.

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.

Add personal tax details

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

Add your Sole Trader company details

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

Self employed registration process

Add some details about your new business and we'll register you as a sole trader with HMRC.

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.

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.

HMRC authorisation requests

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.

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.

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.

FreeAgent software walk through discussion

Schedule some time with your accountant to walk through how to use FreeAgent.

50% off for 3 months
Operate Sole Trader
£59
£29.50
per month*

Sole trader accounting support with FreeAgent accounting software, annual filing, VAT returns and self-assessment included.

Sign up now

*Prices quoted exclude VAT

Register for early access

We'll be launching this service soon. Register for early access below and we'll reach out when we're ready to launch.

Thank you for your interest. We'll be in touch soon.
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