Getting started

VAT

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

FAQs

• How do I switch from a sole trader or partnership to become a limited company in FreeAgent?

Files

• Storing company files

Essentials

• What's New Webinar
• The FreeAgent referral scheme
• System requirements
• Searching your account
• An introduction to the Overview
• Getting Started FAQs

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My Company

• View or edit an existing user
• User access levels
• Add a new user
• Export all data
• Delete all data
• Data security and back-up

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Unclassified

• Verified sender emails in FreeAgent
• 2-Step Verification
• The FreeAgent start date - new businesses
• FreeAgent Mobile FAQs
• Authorising FreeAgent to send emails from your address

Account Setup

• The FreeAgent start date - existing businesses
• Setting up your FreeAgent account - US
• Reset password
• Opening balances
• Initial money owed
• Setting up your FreeAgent account - global

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