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GoForma Help Centre

Common Company Closure FAQs

Common Company Closure FAQs

<p>Here are the common FAQs we get asked about for Company Closure</p>

Receiving important documents e.g. passports

Receiving important documents e.g. passports

Create a free community account

Create a free community account

<p>Looking for some free support? Sign up for a free community account to access a range of guides, calculators and free support</p>

Book a free accounting consultation

Book a free accounting consultation

<p>Book a free 20-minute consultation with one of our accountants to ask questions about starting your business, taxes, take-home pay and…

Adding address to Google My Business

Adding address to Google My Business

Calculate your take home pay

Calculate your take home pay

Self employed registration process

Self employed registration process

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

Refer a friend

Refer a friend

<p>Refer a friend to GoForma and earn up to £250 for each referral.</p>

HMRC authorisation requests

HMRC authorisation requests

<p>Depending on your package we'll need to ask HMRC for authorisation to manage your personal self assessment tax filing, VAT, corporation…

Add your Limited Company details

Add your Limited Company details

<p>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…

Common Company Dormancy FAQs

Common Company Dormancy FAQs

<p>Here are the common FAQs we get asked about for Company Dormancy</p>

Download FreeAgent accounting software mobile app

Download FreeAgent accounting software mobile app

<p>We partner with FreeAgent for our accounting software and highly recommend you download their mobile app.</p>

Add communication preferences

Add communication preferences

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

Welcome call with your accountant

Welcome call with your accountant

<p>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…

Complete digital ID verification check

Complete digital ID verification check

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

Add your Sole Trader company details

Add your Sole Trader company details

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

Connect business bank account to FreeAgent

Connect business bank account to FreeAgent

Changing card details

Changing card details

Add other contacts

Add other contacts

Common Sole Trader FAQs

Common Sole Trader FAQs

<p>Here are the common FAQs we get asked about for Sole Traders</p>

Common Confirmation Statement FAQs

Common Confirmation Statement FAQs

<p>Here are the common FAQs we get asked about for confirmation statements</p>

Common Limited Company FAQs

Common Limited Company FAQs

<p>Here are the common FAQs we get asked about for Limited Companies</p>

Common FreeAgent accounting software FAQs

Common FreeAgent accounting software FAQs

<p>Here are the common FAQs we get asked about for FreeAgent accounting software</p>

Add previous accountant details

Add previous accountant details

<p>If you have an accountant already, we need to send a professional clearance request so that we can collate all the key documents and…

Change Companies House address

Change Companies House address

FreeAgent software walk through discussion

FreeAgent software walk through discussion

<p>Schedule some time with your accountant to walk through how to use FreeAgent.</p>

Ongoing 1-on-1 accountant discussions

Ongoing 1-on-1 accountant discussions

Whether to register for VAT or not

Whether to register for VAT or not

Over due accounts

Over due accounts

<p>If your account goes over due then you can risk your subscription being cancelled and lose access to mailing services, accounting…

Business insurance quote

Business insurance quote

Common Annual Accounts FAQs

Common Annual Accounts FAQs

<p>Here are the common FAQs we get asked about for Annual Accounts</p>

Add your mail handling preferences

Add your mail handling preferences

<p>Add details about how you'd like us to handle your mail and where we should forward mail to.</p>

Upload a proof of address

Upload a proof of address

<p>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…

Complete the onboarding steps in your dashboard

Complete the onboarding steps in your dashboard

<p>Depending on your subscription, you'll have a few onboarding steps when you sign up that you'll need to complete to activate your…

Cryptocurrency capital gains tax

Cryptocurrency capital gains tax

<p>We'll invite you to connect your crypto wallets to help calculate your capital gains tax for your self assessment.</p>

Add personal tax details

Add personal tax details

<p>Add some basic personal tax details for payroll and self assessment filing.</p>

Companies House authorisation request

Companies House authorisation request

<p>We need a confirmation code from Companies House so that we can file your confirmation statement, end of year accounts and make any…

Whether to close or make company dormant

Whether to close or make company dormant

Previous accountant switch process

Previous accountant switch process

<p>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…

Corporation tax payment - reminder only

Corporation tax payment - reminder only

<p>We'll remind you about your annual corporation tax payments. We can help with your annual accounts and corporation tax filing for an…

Benefit in kind charges: company car

Benefit in kind charges: company car

Capital gains tax calculator

Capital gains tax calculator

Whether you need a self assessment or not

Whether you need a self assessment or not

Common Self Assessment FAQs

Common Self Assessment FAQs

<p>Here are the common FAQs we get asked about for Self Assessment Tax Returns</p>

Receiving bank cards at GoForma

Receiving bank cards at GoForma

Adhoc mail forwarding

Adhoc mail forwarding

Closing your GoForma account

Closing your GoForma account

Complete self assessment tax return - reminder only

Complete self assessment tax return - reminder only

<p>We'll remind you about your upcoming self assessment tax returns and can help you file them for an additional cost if needed.</p>

VAT registration or authorisation

VAT registration or authorisation

<p>Let us know if you're already registered for VAT, want to register for VAT or if you're unsure about VAT registration.</p>

Annual accounts filing - reminder only

Annual accounts filing - reminder only

<p>We'll send you a reminder about your annual accounts. We can help take care of your accounts for an additional cost.</p>

Limited Company registration

Limited Company registration

<p>If you need to register a Limited Company, you can complete this process in your dashboard.</p>

Sign up online instantly

Sign up online instantly

<p>Sign up instantly to one of our packages, add some basic details and pay by card. You'll then be redirected to your dashboard.</p>

Mileage tax calculator

Mileage tax calculator

Receiving medium parcels

Receiving medium parcels

Permanent vs contractor income comparison

Permanent vs contractor income comparison

Confirmation statement filing - reminder only

Confirmation statement filing - reminder only

<p>We'll remind you about your annual confirmation statement with Companies House.</p>

Receiving small parcels

Receiving small parcels

Complete quarterly VAT returns

Complete quarterly VAT returns

<p>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…

Target income calculator

Target income calculator

Optimal Pension amount calculator

Optimal Pension amount calculator

Common VAT FAQs

Common VAT FAQs

<p>Here are the common FAQs we get asked about for VAT</p>

Take home pay: PAYE - Salary and Tax Deductions Calculator

Take home pay: PAYE - Salary and Tax Deductions Calculator

GoForma Additional Add-on Services

GoForma Additional Add-on Services

<p>Welcome to GoForma, your trusted partner in accounting excellence in the UK. We understand that every business is unique, and so are its…

Self Assessment Tax Returns: 2023/2024 GoForma deadlines

Self Assessment Tax Returns: 2023/2024 GoForma deadlines

<p>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…

Receiving mail scans at GoForma

Receiving mail scans at GoForma

Adding another company director

Adding another company director

Mail shredding process

Mail shredding process

International mail forwarding

International mail forwarding

Receiving cheques at GoForma

Receiving cheques at GoForma

FreeAgent license switch

FreeAgent license switch

Return to sender process

Return to sender process

Claiming Limited Company expenses

Claiming Limited Company expenses

Direct debit

Direct debit

Cryptocurrency self assessment tax return

Cryptocurrency self assessment tax return

<p>We'll help you file a self assessment tax return with a capital gains tax calculation based on your crypto activity.</p>

Mortgage assessment calculator

Mortgage assessment calculator

Take home pay: Umbrella

Take home pay: Umbrella

Costs of employing vs sole trader vs subcontractor

Costs of employing vs sole trader vs subcontractor

Switching to company dormancy

Switching to company dormancy

FreeAgent accounting software setup and invite

FreeAgent accounting software setup and invite

<p>Add some basic details about your industry that we'll need to get your FreeAgent accounting software up and running. If you already have…

Add your basic personal details

Add your basic personal details

<p>We'll need some details about your current address and contact information.</p>

Frequently asked questions

How do I contact my accountant?
Once you sign up, you will be assigned a dedicated accountant. You can reach them directly by email, WhatsApp, or by booking a support call through your GoForma dashboard. Start and Operate package clients have unlimited bookable sessions included.
How do I access FreeAgent?
FreeAgent is included free with every GoForma package. After signing up, you will receive an invitation to set up your FreeAgent account. Your accountant will configure your account and connect your bank feeds during onboarding.
When will GoForma file my accounts or tax return?
Your dedicated accountant will contact you ahead of each filing deadline to gather the information needed. We aim to file well in advance of HMRC deadlines, typically at least 60 days before the due date for annual accounts and Self Assessment returns.
How do I upgrade my package?
To upgrade your package, email your accountant or contact our support team. Upgrades take effect from the next billing date. We can advise you on whether an upgrade is right for your current situation.

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