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Benefits of integrating OpenTax
Connecting FreeAgent to OpenTax allows you to view all your clients' VAT submissions, payments and repayment statuses in one centralised dashboard. The integration allows you to stay informed with real-time instant updates on VAT verifications, payments, reallocations and compliance checks.
Being able to quickly identify anomalies without relying on HMRC helplines, physical letters, or client bank feeds, can help save you hours of admin.
The integration provides enhanced insights and allows you to easily view unexpected changes in your clients' VAT accounts, including interest accrued, any penalties charged or any offsets against existing tax liabilities.
How OpenTax works with FreeAgent
Once you have created your OpenTax account through FreeAgent, you can pull in a list of your FreeAgent clients into your OpenTax dashboard.
You can then connect these clients to OpenTax by linking their HMRC accounts to enable the real-time data feed.
OpenTax will sync with HMRC’s systems and your clients VAT submission, payment and repayment statuses will appear in your centralised dashboard.
How do I get started with OpenTax?
You can connect OpenTax with FreeAgent by following these steps:
- Select the ‘Connect Now’ button.
- Sign up with your FreeAgent account.
- Add your clients.
- Link your clients to OpenTax through their HMRC accounts.
- Start monitoring the status of VAT submissions and payments.
