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Nail the daily admin

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Relax about tax

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  • Guides for you and your clients
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Making Tax Digital

  • MTD guides
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The MTD Express is here

Everything you need to get your clients sorted for MTD for VAT

Resources
  • Product Support
  • Blog
  • Guides for running your business
  • Accounting Glossary
  • Find an accountant
  • UK tax rates

Accountants

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Making Tax Digital

Prepare for MTD with our handy guides and resources.

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Knowledge Base Getting Started Frequently Asked Questions
    1. FreeAgent
    2. For accountants

For accountants

Guides for accountants on using some of FreeAgent’s key features from our award-winning support team

Essentials

  • How to add a new client
  • How to transfer an existing FreeAgent account to your Practice Dashboard
  • How to link an existing FreeAgent account to your Practice Dashboard
  • How to manage clients
  • Client account statuses
  • How to remove a client
See all 10 articles

The Practice Dashboard

  • Report: Alert Rule Notification Export
  • How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
  • Report: Payroll
  • Report: Account Transactions
  • Report: Account Totals
  • How to set alert rules
See all 7 articles

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)
  • How to edit a client's payslip
  • Bulk payroll filing

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