For accountants
How to use your Practice Dashboard, add and manage clients, run payroll and more.
Essentials
- How to set up a new account manager
- How to edit or delete an account manager
- Client account statuses
- How to enable and disable 2-Step Verification for your Practice Dashboard
- How to grant FreeAgent’s support team access to a client's account
- How to enable access to Hiscox small business insurance for your clients
Onboarding clients
Managing clients
- How to manage clients
- How to access a client’s account
- How to re-consent a client’s Open Banking bank feed
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
- How to edit a client’s details
- How to remove a client from your Practice Dashboard
Dashboard reports
VAT, IR35 and End of Year accounts
- 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
- How to file clients’ Final Accounts and Corporation Tax returns through FreeAgent
- How to make corrections after filing clients’ End of Year reports
