Checklist
Company Formation Checklist
Company Formation Checklist gives UK accountancy teams a practical workflow for repeat client work. Preview the key steps below, download the full checklist, then turn it into a recurring Remindoo workflow with owners, reminders and visibility.
Checklist preview
0/4 done · showing 4 of 14 itemsThe full 14-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
Turn this into a recurring workflow in Remindoo
Create a service template, add subtasks, set trigger dates and assign owners so this checklist runs automatically for every relevant client.
Remindoo is designed to streamline company formations into a professional and structured process. Using our dedicated templates supports legal compliance while building a permanent audit trail to protect your firm and your clients.
Choose a Company Name
Start by choosing a name that is both available and compliant with UK laws. The name you choose must not be the same as an existing entity and should not include sensitive or restricted words. This stage helps secure the brand identity of a client while complying with Companies House guidelines.
Registered Office Address
Your UK company must have a UK address where the official mail can be delivered. This address is publicly visible on the Companies House register. Some businesses use a professional service provider’s address to maintain privacy. Moreover, you must maintain and update your registered office address with Companies House if it changes
Share Structure Details
You are also obliged to provide the Statement of Capital, which includes the types and number of shares that are being issued. It is the legal foundation of the company’s ownership and must be clearly documented to avoid confusion during future dividends or share sales.
Choose a SIC Code
This code describes the real nature of the business to the government bodies. If the company has diverse activities, it can choose multiple codes. The primary code should reflect the core business model to ensure accurate data for tax and statistical purposes.
Company Directors’ Details
Directors are legally responsible for the management of the company. You must collect specific personal information to appoint them, including their service address and their residential address.
Person With Significant Control (PSC)
A PSC either owns or controls your company. As the UK corporate law emphasises transparency and requires companies to identify. So, it is important to register any individual who meets one or more of the following criteria:
- Owns more than 25% of the company’s shares.
- Holds more than 25% of the company’s voting rights.
- Has the right to exercise major influence or control over the company.
Final Submission
Once the necessary data is collected, the final application (Form IN01) is submitted to Companies House. Moreover, several post-incorporation tasks must be completed so the company is fully operational and compliant from the outset.
Handle Company Formation with Remindoo
Company formation involves multiple setup and compliance steps that must be completed accurately from the start. Remindoo manages company formation as a one-off service , giving firms a structured way to handle incorporations without relying on memory, emails, or spreadsheets. By using predefined tasks, subtasks, and checklists, your team can follow a consistent process and maintain clear records for every formation.
How It Works
- Set up Company Formation as a one-off service in Remindoo
- Create tasks and subtasks covering each stage of the formation process
- Add checklists to confirm all statutory and setup requirements are completed
- Allow team members to use the built-in tasks, subtasks, and checklists when working on individual formations
- Assign tasks to team members for clear responsibility and accountability
- Track progress and activity in a central system, creating a full audit trail
- Store notes, documents, and references within each task for future review
With Remindoo, company formations are handled in a structured and controlled way. Every step is documented, nothing is missed, and your firm retains a complete audit trail without the need for spreadsheets or manual tracking.
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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
