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off for the first 3 months.
Welcome to GoForma! We're excited to work with you!
If you signed up with just an email (e.g. without Google Authentication), please check your email to confirm your account and get access your dashboard.
If you have not received a confirmation email, please email support@goforma.com or use our live chat.
You'll need to complete a few onboarding steps before we can actively manage your account. Not all steps may apply but the faster you're able to complete these steps then the sooner we'll be able to get your account setup and running smoothly.
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.
If you need to register a Limited Company, you can complete this process in your dashboard.
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.
You should receive 2 emails from us:
Welcome email: this provides more detail about your package and getting started.
Confirmation email: this is needed to login to your GoForma account to start the onboarding process. If you signed up with your Google account then you won't receive this email and can instead login here.
We've sent you a calendar invite to the call. You can reschedule 24 hours before if you need to change the time.
You can talk to one of our accountants who can help advise on a range of issues such as:
Whether you're starting, growing or closing a company we can help you with every step of the process. We can handle all of your accounting needs, set up your company and provide a registered London office address with mail handling.
Here's an idea on some of the things we can help with:
We've also emailed you your quote.
Sole trader accounting support with FreeAgent accounting software, annual filings and self assessment included.
Sole trader accounting support with FreeAgent accounting software, annual filings and self assessment included.
Free company registration, monthly payroll, corporation tax return, accounting software and unlimited online accounting support to help get your business started.
Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.
Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, 2x annual Self Assessment and unlimited accounting support. Registered company address also included.
Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.
Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.
Based on your answers, we'd recommend that you book a free consultation with one of our accountants so that we can understand a little bit more about your business so we can provide you with a quote.
Basic ecommerce accounting package that could include additional accounting support like payroll, registered business address, bookkeeping support and more.
You can use this to get 50% off on any of our packages for 3 months. We've also sent you an email with the discount code.
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We've sent you a calendar invite to your accounting discussion. If you need to cancel or reschedule then you can do this easily from the calendar invite or confirmation email.
We really appreciate it if you can give 24 hours notice if you can't make your call so that your accountant can plan out their day and make sure they give you the best advice.
You may not know exactly what support you need when starting a business. We simplify the process by providing you with an accountant, London business address, free company incorporation and a range of partner offers.
You'll get access to a dedicated accountant who can help with all your personal and company tax registration and filing.
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