We recently launched the Self Assessment Filed report: a new tool to help you check the status of your clients’ Self Assessment tax returns in FreeAgent.
The report will show whether the Self Assessment tax returns for your sole trader and limited company director clients have been filed, marked as filed or not yet filed using FreeAgent for a particular tax year.
This will allow you to see the status of your clients’ Self Assessment tax returns in FreeAgent without having to access each account individually.
You can find the Self Assessment Filed report in the ‘Reports’ section of your Practice Dashboard. Find out more in our Knowledge Base.
We’ve also released an update that makes it easier for you to view a client’s Show Transactions report over a custom date range. You’ll now see the option to choose ‘Custom Range’ from the ‘Accounting Period’ drop-down menu and enter a date range.
This update will save valuable time when looking at the transactions allocated to a specific account over a time period that doesn’t cover a full accounting year. You no longer need to edit the date range in the URL.