Pricing / Packages / Lite Sole Trader
Sole Trader · Self-service

Lite Sole Trader — minimal accounting for very low-activity sole traders

A minimal Self Assessment service for sole traders with very little trading activity. Annual tax return prep and filing with light support — priced for simple affairs, not active businesses.

ACCA & AAT qualified accountants
★★★★★ 203 5-star reviews
Rolling monthly cancel anytime
Everything included

A complete accounting service, one monthly fee.

Lite Sole Trader covers everything you need to stay compliant — no hourly billing, no surprise invoices, no upsells for the essentials.

Dedicated accountant (annual)
A named ACCA or AAT qualified accountant who handles your annual Self Assessment.
Annual Self Assessment
Personal SA tax return prepared, reviewed with you, and filed with HMRC before the deadline.
Expense review
Basic review of allowable expenses to make sure you're claiming everything legitimate.
Filing deadline reminders
We track your Self Assessment deadlines and chase you ahead of time.
Email support
Email your accountant with Self Assessment questions — response within 2 working days.
Not included in Lite Sole Trader
If you need any of these, you can add them as a one-off, as a monthly add-on, or upgrade to a higher-tier package where they're included by default.
  • FreeAgent software
    Included with Start Sole Trader — upgrade if you need bookkeeping tools.
  • Unlimited bookable calls
    Lite Sole Trader has email support only. Start Sole Trader includes unlimited calls.
  • WhatsApp support
    Included with Start Sole Trader and above.
  • VAT or MTD filings
    Not applicable to Lite — use SVT (VAT) or SMT (MTD) packages.
Pick & mix add-ons

Add only what you actually need.

Add any of these to your monthly bill in one click. Add-ons are adjusted on your subscription directly — no new sign-up, no new contract.

Extra income source
Add an additional income stream to your Self Assessment (e.g. rental, dividends).
£48 one-off
How it works

From sign-up to fully onboarded in under a week.

Here's exactly what happens after you sign up. Your dedicated accountant walks you through each step — no forms to figure out alone.

1
Book your eligibility consultation
A 15-minute call to confirm your tax affairs are simple enough for the Lite package.
2
Confirm income sources
We review your expected income and flag anything that would require upgrading.
3
Personal details
We collect your UTR, NI number, and contact details for HMRC filings.
4
Identity verification
Upload photo ID and proof of address — required by UK anti-money-laundering regulations.
5
SA deadline schedule
We set up reminders for your Self Assessment tax year deadlines.
Is this right for you?

Built for side-hustle and very low-activity sole traders

Lite Sole Trader is only for sole traders with very simple tax affairs — typically a single income source, few expenses, no VAT, no employees. If your side-hustle is growing or your turnover is over a few thousand pounds, book a consultation and we'll recommend the right package.

A great fit if you're…
  • Side-hustles earning below £5k/year
  • Occasional freelance income alongside a full-time job
  • Landlords with a single rental property
  • Retirees with light consulting income
Not the right fit if…
  • Your turnover is above £10k — look at Start Sole Trader
  • You have multiple income sources or complex expenses
  • You're VAT-registered — see the Start Sole Trader + VAT package
  • You need ongoing bookkeeping support

Not sure if this is the right package?

Take our 2-minute quote tool — answer a few questions about your business and we'll recommend the right package with a personalised price.

Get a free quote
Need more? Upgrade to Start Sole Trader

Start Sole Trader — for when you need the extras.

Full-service accounting for self-employed individuals not yet VAT registered. Dedicated accountant, unlimited support, Self Assessment, and FreeAgent included.

From £22/mo intro · then £44/mo
See Start Sole Trader
Frequently asked questions

Answers to the common questions.

Anything else? Your dedicated accountant will answer on your welcome call — or WhatsApp us before you sign up.

Why do I need a consultation before signing up?
Lite Sole Trader is priced for very simple affairs. A quick call confirms your situation fits and we don't sell you the wrong package. If you're a fit, we'll share an unlock code for you to complete sign-up.
What counts as simple tax affairs?
Typically one main income source, few expenses, no VAT, no employees, turnover under about £10k. The consultation will confirm.
What happens if my income grows during the year?
Let us know — we'll move you to Start Sole Trader (£44/mo) which includes FreeAgent, unlimited support, and handles more complex affairs. Pro-rated billing applies.
Do I need MTD for Income Tax?
Only if your qualifying income is over £30k (from April 2026). If so, see the Start Sole Trader + MTD package.
What payment methods do you accept?
Cards via Outseta checkout. Annual direct debit available.
Is my data secure?
Yes. ICO-registered, UK-based, encrypted, GDPR-compliant.
Are your accountants qualified?
Yes — ACCA or AAT qualified, with £2m PII.
Eligibility check required
Lite Sole Trader is only sold to sole traders with simple tax affairs. If post-sign-up review shows your business is more complex, we'll transfer you to Start Sole Trader or higher and adjust billing accordingly.
Rolling monthly — 30 days' notice to cancel
No fixed-term contract. Cancel any time with 30 days' written notice.
Data protection & GDPR
UK-based infrastructure, ICO-registered, GDPR-compliant. Privacy policy at goforma.com/privacy.
Professional indemnity insurance
GoForma carries £2m PII. All accountants are ACCA or AAT qualified.
Ready when you are

Get started with Lite Sole Trader.

Self-service accounting for early-stage sole traders under £20k turnover. FreeAgent software and basic Self Assessment included.

Sign up for Lite Sole Trader Get a free quote first