Export previews of your clients’ VAT returns

Great news! You can now export previews of your clients’ VAT returns as PDF files from within their FreeAgent accounts.

With this new functionality available, you can send your clients copies of their VAT returns, either for approval before you file or for visibility after you’ve filed. You can save a digital or physical copy of your clients’ VAT returns for your records or import them into a third-party software with ease.

To export previews of your clients’ VAT returns as PDF files, select the new ‘Export’ button, which you’ll find next to the ‘Edit Details’ button. From there, simply select ‘PDF’ from the drop-down menu.

You can find out more over on our Knowledge Base. Alternatively, please feel free to speak to your FreeAgent contact.

We’ll be adding the option to export full reports of your clients’ VAT returns as CSV files soon, so watch this space!