Once you’ve added all your clients to FreeAgent, you should then:
1 Select a client
Navigate to ‘My Clients’ from your Practice Dashboard and select a client’s name from the list.
2 Switch to MTD filing
Select ‘Switch to MTD filing’. This will allow you to submit MTD VAT returns from FreeAgent on that client’s behalf. Please note that once a client has had its filing switched to MTD, it cannot be reverted so make sure the client has been signed up to MTD before completing this step.
Successfully switched to MTD filing
Once the client has been successfully switched to MTD filing you’ll see a message confirming this.
Repeat this process for all your VAT-registered clients in FreeAgent.
Clients with full (level 8) access to FreeAgent can complete this process themselves by following the steps outlined in our Knowledge Base. However, you may prefer to do this on their behalf instead. Clients with lower levels of access will not have the option to do this themselves.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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