Limited Company FreeAgent accounting software for free (worth £300), monthly ad-hoc 30-minute accounting advice, filing notifications and a range of add on services available.
Here's everything that's included in your package:
Support with managing a UK Limited Company.
Here are some of the additional services you can buy after you sign up:
Add an additional employee or director for monthly payroll and PAYE filing with HMRC.
Sync up to 3,000 Amazon transactions to FreeAgent per month.
Get your mail physically forwarded weekly to a UK address (requires a package with a registered office address).
Get a London business address where we'll automatically open, scan and send a digital copy of your mail to you when it arrives.
Get a detailed quarterly report and review of your account with your accountant.
Book a free accounting consultation with an accountant to discuss in-depth personal or company accounting and tax requirements (for UK based companies and individuals).
We'll review and file a confirmation statement for you (requires Companies House authorisation).
We'll help you set up and register a UK Limited Company.
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.
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 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.
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.
Schedule some time with your accountant to walk through how to use FreeAgent.
Limited Company FreeAgent accounting software for free (worth £300), monthly ad-hoc 30-minute accounting advice, filing notifications and a range of add on services available.
*Prices quoted exclude VAT