Approve and sign end-of-year accounts

This article explains how to approve and sign end-of-year accounts that your accountant has sent you to approve in FreeAgent.

If you’re a FreeAgent Partner, please read how to send end-of-year accounts to a client for approval.

If you use FreeAgent with your accountant or bookkeeper and they’re a FreeAgent Partner, they may submit your end-of-year Final Accounts and Corporation Tax returns on your behalf and send them to you to approve first. That's what we're going to look at here.

If you’re not currently working with an accountant, you may wish to find one through FreeAgent CoPilot.

Please note that you’ll need level 7 access or above to your FreeAgent account to approve end-of-year accounts.

Approve and sign end-of-year accounts

If your accountant or bookkeeper sends end-of-year accounts for you to approve, you may receive an email with a link to log in to your account to review your accounts if your accountant has chosen to send you an email notification.

When you click on the button in the email and log in, you’ll see an option to ‘Approve and sign’ the accounts at the top-right of the End of Year area within your account.

Alternatively, if you don’t receive email notification from your accountant to review your accounts, or if you accidentally delete the email without clicking the link, you can log in to your account and navigate to 'Accounting', then 'End of Year'. 

Once you’ve reviewed the figures in FreeAgent, enter your name in the ‘Signed on behalf of the board by’ field and tick the checkboxes to confirm that you’ve reviewed the accounts and you’re happy they’re true and fair.

Select ‘Add your signature’ to complete the process.

Your accountant can then go on to submit your end-of-year accounts on your behalf.