Company Formation icon

Company Formation


Download your free Company Formation template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Company Formation' templateCompany FormationCLIENT TASKSInformation Required for Setup of your Company1 AutomatorPlease complete this form to assist us in setting up your company: [insert form]CompletedConfirm details and register company4 AutomatorsReview the details of the company as specified in the formCompletedAdvise on domain registrationCompletedRegister the company using appropriate softwareCompletedCLIENT TASKSYour New Company Documents

This template is designed for your process of forming a limited company in the UK.

The work goes through the stages:

  • Waiting for Client
  • In Progress
  • Follow-up

(Work stages are customisable.)

The role involved in completing the work is: Onboarding Specialist.

(Roles are customisable.)

The template includes best practice automation to ensure the following are clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the date the engagement was agreed. The due date of the work is 7 days later.

Download the Template

Download your Company Formation template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling