Accountants and bookkeepers

Essentials

• Practice Dashboard security changes
• Log in to your Practice Dashboard on a new device when a new login check is enabled
• Help for accountant and bookkeeper partners
• Practice billing
• Demo accounts
• Become an accredited FreeAgent Partner

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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’ bank feeds in bulk
• Update a client’s bank feed
• Create and manage bank rules for clients

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Account managers and groups

• Add a new account manager
• Edit or delete an account manager
• Assign clients to an account manager
• Create an account manager and client group
• Edit or delete an account manager and client group

Removing clients

• Close a client’s account
• Remove a client from your Practice Dashboard

Payroll

• FreeAgent payroll for accountants
• Edit a client's payslip
• File clients’ payroll in bulk
• Request clients’ HMRC tax coding and student loan change notices in bulk
• Export a payroll report

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 an Income Tax Filed report

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End-of-year accounts

• End-of-year accounts essentials for accountants
• File clients' end-of-year Final Accounts and Corporation Tax returns
• Make corrections after filing clients' end-of-year Final Accounts and Corporation Tax returns

Setting up your practice and clients for MTD for Income Tax

• Set up your practice and clients for MTD for Income Tax from start to finish
• Connect your Practice Dashboard to MTD for Income Tax
• Sign your clients up to MTD for Income Tax
• Switch your client to MTD for Income Tax filing in FreeAgent

Managing clients' MTD for Income Tax submissions

• Use FreeAgent’s MTD for Income Tax functionality for your clients
• Automate clients’ quarterly MTD for Income Tax updates and approvals
• Manage your clients’ MTD for Income Tax submissions in bulk
• Send MTD for Income Tax submissions to a client for approval
• An introduction to the MTD for Income Tax submission summary

Making Tax Digital (MTD) for VAT

• Use FreeAgent’s VAT checker
• Unlock a client’s VAT return
• VAT in FreeAgent for accountants
• 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

CoPilot

• Working with clients using CoPilot
• Manage a CoPilot lead
• Create a CoPilot package proposal
• Edit a CoPilot package proposal

Add-ons

• Manage your practice’s connections
• 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

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Self Assessment and IR35

• Self Assessment essentials 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

Dashboard settings

• Enable and use two-factor authentication (2FA) for your Practice Dashboard
• Enable a new login check for your Practice Dashboard
• Update your login or recovery email address for your Practice Dashboard
• Manage your practice’s default tax submission and access settings
• Manage a client’s tax permissions
• View and manage known devices on your Practice Dashboard

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