For Accountants

Essentials

• New client
• How to transfer an existing FreeAgent account to your practice dashboard
• How to link an existing FreeAgent account to your practice dashboard
• Manage clients
• Client account statuses
• Remove a client

See all 10 articles

The practice dashboard

• How to switch your clients to a NatWest or Royal Bank of Scotland-funded FreeAgent account
• Report: Payroll
• Report: Account Transactions
• Report: Account Totals
• Alert rules: exception reporting
• Support access on a client's account

Making Tax Digital (MTD)

• How to set up your practice for Making Tax Digital for VAT
• How to sign up your clients for Making Tax Digital

VAT

• The Flat Rate Scheme (for accountants)
• Cash accounting for VAT (for accountants)

Payroll

• IR35: recording income received from clients' public sector contracts (from 6th April 2017 onwards)
• Editing clients' payslips
• Bulk payroll filing