Menu

Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Property
  • Mobile apps
  • Customer stories
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations
  • Small business insurance
  • Plans & pricing
  • Get FreeAgent for free
  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Events
  • Find an accountant
  • Try FreeAgent for Free

Resources

  • Blog
  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)

Making Tax Digital

  • MTD information hub
  • Free consultation
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountants

  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)
Login Try FreeAgent
Features

Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Property
  • Mobile apps
  • Customer stories
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations
  • Small business insurance
Pricing
  • Plans & pricing
  • Get FreeAgent for free
Accountants
  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Events
  • Find an accountant
  • Try FreeAgent for Free

Resources

  • Blog
  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)

Making Tax Digital

  • MTD information hub
  • Free consultation
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountants

  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)
Login Try FreeAgent
Knowledge Base Getting Started Switching to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. Reports

Reports

Guides for how to access and use the available reports in FreeAgent.

High level reports

  • A guide to the Profit and Loss report
  • A guide to the Balance Sheet report
  • A guide to the Performance Benchmarking report
  • How to set up and update your Performance Benchmarking report
  • How to view a director’s loan account

Breakdown reports

  • A guide to the Aged Debtors report
  • A guide to the Aged Creditors report
  • A guide to the Capital Assets report
  • A guide to the Customer Sales report
  • A guide to the Spending Categories report
  • How to view drawings taken out of the business

Detailed reports

  • A guide to the Show Transactions report
  • A guide to the Trial Balance
  • A guide to the Audit Trail report
  • A guide to the Bank Reconciliation report

I need help with…

View all categories →
  • About us
  • Careers
  • Contact us
  • Knowledge Base
  • Find an accountant

Product

  • Features
  • Pricing
  • Security
  • App status
  • The depot

Company

  • Blog
  • Product timeline
  • Press room
  • Partners
  • User research group

Community

  • Integrations
  • FreeAgent API
  • Calculators
  • Accessibility

Legal stuff

  • Privacy
  • Cookies policy
  • Terms of service
  • Site terms
  • GDPR
  • Anti-tax evasion
  • Inclusion
  • Whistleblowing
2021 AccountingWEB Software Awards, Top Product: Bookkeeping
Cyber Essentials Plus Accreditation logo
Select location:

FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
Registered in sunny Scotland No. SC316774 - One Edinburgh Quay, 133 Fountainbridge, Edinburgh, Scotland, UK EH3 9QG

Copyright © 2022 by FreeAgent Central