For accountants

Essentials

• How to access a client’s account
• How to edit a client’s details
• How to add a new client
• How to transfer an existing FreeAgent account to your Practice Dashboard
• How to manage clients
• Client account statuses

See all 11 articles

The Practice Dashboard

• How to export an alert rule notification report
• How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
• How to export a payroll report
• How to export an account transactions report
• How to export an account totals report
• How to create alert rules

See all 7 articles

End of Year

• How to file clients’ Final Accounts and Corporation Tax returns through FreeAgent

Making Tax Digital (MTD)

• How to reconnect your Practice Dashboard to HMRC for Making Tax Digital (MTD) for VAT
• How to set up your practice for Making Tax Digital (MTD) for VAT
• How to sign your clients up to Making Tax Digital (MTD) for VAT

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