Getting started

Account Setup

• Setting a secure account password
• Setting up your FreeAgent account
• Charities: Choosing account type
• Reset password
• Accounting dates
• The FreeAgent start date - existing businesses

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Essentials

• Setting up for Making Tax Digital (MTD) for VAT
• TLS 1.0 and 1.1 deprecation
• GDPR
• Insights
• Login attempts
• FreeAgent Mobile Subscriptions

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My Company

• Company Details
• User access levels
• Add a new user
• View or edit an existing user
• Hide a user
• Authorising FreeAgent to send emails from your address

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VAT

• Starting VAT figure: new quarter
• Starting VAT figure: mid-quarter (flat rate scheme)
• Starting VAT figure: mid-quarter (not flat rate scheme)

Files

• Storing company files