- Increase your accountants’ user permission to full. FreeAgent, by default, restricts our access. We can’t make adjustments using Journal Entries and we can’t see all the company settings.
- Complete all your details in User Details including your National Insurance number.
- Be careful when entering Accounting Dates in Settings. FreeAgent’s notes can be confusing. Your year end will usually be the last day of the month, not the first.
- Once the year end accounts have been finalised by your accountant don’t change anything prior to the year end date.
- Send them a copy of the Annual Return you file with Companies House. Your accountant needs details of the directors and shareholders to complete the accounts.
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