Manage your practice’s default tax submission and access settings
This article explains how to set up default settings for your practice that control how your clients can submit, approve and see tax information.
You can set up default settings for your practice so that you can approve, restrict or hide End of Year, Income Tax, VAT and CIS submissions, and manage Tax Timeline visibility - all from your Practice Dashboard.
Please note:
- Only practice users with an Admin role can manage the practice’s default tax submission and access settings.
- Tax submission and access settings will be applied to all clients, including those that are linked to the dashboard. However, you can override these default settings for individual clients.
Managing tax submission and access for clients
Select 'Settings' from the drop-down menu below your practice name.
Next, select ‘Tax submission and access control’ from the ‘My practice’ area.
You can manage clients’ tax submission and access to the End of Year, Income Tax, VAT, CIS and Tax Timeline areas of FreeAgent.
End of Year
In the ‘End of Year’ tab, you can choose who can access the End of Year area in FreeAgent, update clients' end-of-year accounts submission settings and report content settings.
Read more about managing your practice’s default End of Year settings for clients.
Once you’re happy with the default End of Year settings, select ‘Save changes’ to complete the process.
Income Tax
In the ‘Income Tax’ tab, you can choose who can access the Income Tax area in FreeAgent and update clients’ Self Assessment and Making Tax Digital (MTD) for Income Tax submission settings.
You can also automate MTD for Income Tax quarterly submissions and approvals. Read more about managing your practice’s default Income Tax settings for clients.
Once you’re happy with the default Income Tax settings, select ‘Save changes’ to complete the process.
VAT
In the 'VAT' tab, you can choose who can access VAT returns in FreeAgent and update clients' VAT submission settings.
Read more about how to manage your practice's default VAT settings for clients.
Once you’re happy with the default VAT settings, select ‘Save changes’ to complete the process.
CIS
In the 'CIS' tab, you can choose whether CIS returns in FreeAgent can be accessed by account managers only, account managers and clients with full (level) 8 access, or account managers and clients with level 7 and 8 access.
Read more about how to manage your practice's default CIS settings for clients.
Once you’re happy with the default CIS settings, select ‘Save changes’ to complete the process.
Tax Timeline
In the ‘Tax Timeline’ tab, you can choose which tax and accounts reports to display and whether to show or hide the tax amounts due, on the Tax Timeline in client accounts.
Read more about managing your practice's default Tax Timeline settings for clients.
Once you’re happy with the default Tax Timeline settings, select ‘Save changes’ to complete the process.