Manage a client’s tax permissions
This article explains how to customise which taxes a client can access and make submissions for.
The practice’s default tax submission and access settings will be applied to all clients, however, you can set specific tax permissions for individual clients and choose which taxes and reports to display and whether to show or hide the tax amounts due, on their Tax Timeline.
Please note:
- Only practice users with an Admin role can update a client’s tax permissions.
- Updating a client’s tax permissions will override the default settings for the practice for that particular client. If the relevant box is later unticked, the client’s tax permissions will revert back to the practice’s default settings.
- Setting submission and access settings for end-of-year statutory accounts and Corporation Tax filings, Income Tax and Making Tax Digital for Income Tax is only the first phase of this in FreeAgent. We’ll be adding settings for other taxes and reports in due course.
Customising a client’s tax permissions
Log in to your Practice Dashboard and select the client’s name from the list to view their client profile.
Select the ‘Tax permissions’ tab.
This will display the client’s current tax permissions based on the default settings for the practice.
To edit these permissions, select the ‘More’ button in the top-right and choose ‘Edit tax permissions’ from the drop-down menu.
You can then edit the client’s Income Tax and Tax Timeline permissions.
Income Tax permissions
To edit the client’s Income Tax permissions, untick the ‘Use default Income Tax permissions’ checkbox.
You can then choose if you want the client to be able to access the Income Tax area in FreeAgent, and update the client’s Self Assessment and Making Tax Digital (MTD) for Income Tax submission settings.
Once you’re happy with the Income Tax settings, select ‘Save changes’ to complete the process.
Tax Timeline permissions
To edit the client’s Tax Timeline permissions, select the ‘Tax Timeline’ tab and untick the ‘Use default Tax Timeline permissions’ checkbox.
You can choose which taxes and reports to display and whether to show or hide the tax amounts due, on the client’s Tax Timeline.
Please note:
- If you hide the tax liability from your clients’ Tax Timeline in FreeAgent, and they use one of our supported banking apps such as Mettle or NatWest, they won’t see the tax calculation in their banking app.
- If you hide the CIS option, this will hide the CIS return submission deadlines from the Tax Timeline only. Clients will still see the CIS payment liabilities included in their PAYE/NI payment entries on the Tax Timeline unless you also opt to hide the PAYE/NI reports.
Once you’re happy with the Tax Timeline settings, select ‘Save changes’ to complete the process.
The client’s tax permissions will then be updated to these new custom permissions.