For accountants
How to use your Practice Dashboard, add and manage clients, run payroll and more.
Essentials
- How to become an accredited FreeAgent Partner
- How to manage your listing in FreeAgent’s accountant and bookkeeper directory
- Accounting essentials in FreeAgent for accountants
- Capital asset essentials for accountants
- How to enable and disable 2-Step Verification for your Practice Dashboard
- How to enable access to Hiscox small business insurance for your clients
Account managers and groups
Onboarding clients
- How to add an existing FreeAgent account to your Practice Dashboard
- How to add a new client to your Practice Dashboard
- How to add a new landlord client and add a property to their account
- How to set up a new client with a Mettle account
- How to import a client’s opening balances
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank or Mettle-funded FreeAgent account
Managing clients
Removing clients
Dashboard and client reports
Payroll
Making Tax Digital (MTD)
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