Accountants and bookkeepers
How to use your Practice Dashboard, add and manage clients, run payroll and more.
Essentials
- Help for accountant and bookkeeper partners
- Practice billing
- Demo accounts
- Become an accredited FreeAgent Partner
- Manage your listing in FreeAgent’s accountant and bookkeeper directory
- Make corrections in bulk in a client's account using Find and Fix
Onboarding clients
- Add an existing FreeAgent account to your Practice Dashboard
- Add a new client to your Practice Dashboard
- Add a new landlord client and add a property to their account
- Set up a new client with a Mettle account
- Import a client’s opening balances
- Switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank or Mettle-funded FreeAgent account
Managing clients
- Access or view a client’s account
- Edit a client’s details
- Change the status of a client’s account
- Update clients’ Open Banking bank feeds in bulk
- Update a client’s Open Banking bank feed
- Change the account owner in a client’s account
Account managers and groups
Removing clients
Payroll
Dashboard and client reports
- Prepare Management Reports for clients
- Create alert rules
- Export an alert rule notification report
- Export an account transactions report
- Export an account totals report
- Export a Self Assessment Filed report
Self Assessment and End of Year accounts
Making Tax Digital (MTD)
- Set up your practice for Making Tax Digital for VAT
- Set up your clients for Making Tax Digital for VAT
- Reconnect your Practice Dashboard to HMRC for Making Tax Digital for VAT
- Set up your practice for Making Tax Digital for Income Tax
- Sign your clients up to Making Tax Digital for Income Tax
- Making Tax Digital for Income Tax in FreeAgent for accountants
Add-ons
- An introduction to add-ons for accountants
- Managing your practice’s default add-on subscription settings
- Managing a client’s add-on subscription settings
- Activating Smart Capture Unlimited for a client
- Cancelling Smart Capture Unlimited for a client
- Activating Amazon for a client
VAT and IR35
- VAT in FreeAgent for accountants
- The Flat Rate Scheme (for accountants)
- Cash accounting for VAT (for accountants)
- IR35: recording income received from contracts where the client’s customer deducts Income Tax and National Insurance
- IR35: recording income received from contracts where your client’s company is required to make a deemed payment