Getting started
Find out how to set up your account and take your first steps with FreeAgent.
Setting up your FreeAgent account
Account setup for existing businesses
First steps for new users
- Get started with FreeAgent
- Fast-track guide for sole traders for filing Making Tax Digital (MTD) for Income Tax quarterly updates
- Fast-track guide for landlords for filing Making Tax Digital (MTD) for Income Tax quarterly updates
- Get help with using FreeAgent
- Temporary limitations on new FreeAgent accounts
- The FreeAgent start date for new businesses
Opening balances
- An introduction to opening balances
- Enter opening balances for limited companies and LLPs
- Enter opening balances for sole traders, partnerships and unincorporated landlords when using accruals basis accounting
- Enter opening balances for sole traders, partnerships and unincorporated landlords when using cash basis accounting
- Import opening balances
- Edit opening balances
Accessing your FreeAgent account
Managing users
Managing your business settings
- Manage communication preferences
- Add and edit your business's details
- Add, change or delete your business's logo
- Accounting dates in FreeAgent
- Verify a sender email address
- Authorise FreeAgent to send emails from your business address