Accountants and bookkeepers
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
Onboarding clients
- How to add an existing FreeAgent account to your Practice Dashboard
- Add a new client to your Practice Dashboard
- How to add a new landlord client and add a property to their account
- Set up a new client with a Mettle account
- How to 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
- How to access or view a client’s account
- How to edit a client’s details
- How to change the status of a client’s account
- Update clients’ Open Banking bank feeds in bulk
- Update a client’s Open Banking bank feed
- How to add and manage notes about clients
Account managers and groups
Removing clients
Payroll
Dashboard and client reports
- An introduction to Radar for accountants
- How to 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)
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