For accountants

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

End of Year

• End of Year: how to file clients’ Final Accounts and Corporation Tax returns through FreeAgent

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

• How to edit a client's payslip
• How to file clients’ payroll in bulk

IR35

• 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