Manage your practice’s default VAT settings for clients

This article explains how to set up default settings for your practice that control whether your clients can access and submit VAT returns in FreeAgent.

Managing VAT 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.

Select the ‘VAT’ tab.

You can choose who can access VAT returns in FreeAgent and update clients' VAT submission settings.

VAT return access

You can choose whether VAT 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.

VAT submission settings

If you allow clients to access VAT returns, you can choose whether clients with full (level 8) access can make VAT submissions themselves.

Please note that you won’t see this option if you set VAT return access to account managers only.

You can also choose whether VAT submissions will require approvals.

Email settings

If you choose to enable approvals for VAT returns, you can set up default contents for the emails. A default message will appear in the ‘Default email contents’ area, but you can edit this text if you wish.

Once you’re happy with the default CIS access settings, select ‘Save changes’ to complete the process.