SA103 : Connect to Freeagent

SA103 : Connect to Freeagent

To connect to Freeagent you must first add a self employed page in GoSimpleTax, if you have not done this during your initial set up you can use the '+ NEW PAGE' button to create the page.

Please note that you will be able to try this integration during your trial period.

  

Once you have added the self Employed page please click the EDIT link and complete the appropriate information, in particular the accounting period start and end dates. These dates are important as they determine the period of the trial balance report imported from Freeagent.

Once completed SAVE

 

Then you can click CONNECT


And the CONNECT to Freeagent


On clicking CONNECT we will go to the Freeagent website to start the authorisation process. 


Once connection has been made return back to the Tax Return page within GoSimpleTax


Your trial balance report will have been imported and the mapped headings added to your self employed page.

If any entries have not been mapped automatically then you have the opportunity to review and update these.


Click on the pencil to edit the entry.


Select the page you wish to save the entry against. In this example the entry is for charitable donations.


And then choose the Expense Group and category


 

On the category page you can choose as appropriate as shown at 1 below. If you wish the system to always map similar transactions in the future to the same category choose YES where indicated at point 2. 

Please note that the highlighted text in the description box will be used to create the automatic mappings.


 On saving the entry will be added to your self employed page.


    • Related Articles

    • Connecting to Freeagent (Video)

    • SA103 : Connecting to Sumup

      To connect to Sumup you must first add a self employed page in GoSimpleTax, if you have not done this during your initial set up you can use the '+ NEW PAGE' button to create the page. Please note that you will be able to try this integration during ...
    • How Do I Connect My Business To HMRC Using GoSimpleVAT?

      Your business will be connected to HMRC if you clicked SAVE & CONNECT when setting up If you SAVED but did not CONNECT to HMRC when you added your business to the system an HMRC link will appear next to the business name on the VAT List  Click HMRC ...
    • VAT: Not Connected to HMRC

      HMRC sever the connection after 18 months for security purposes. If the connection has been severed, you will need to re-connect with HMRC and then try the submission again. 
    • How Do I Setup My Business On GoSimpleVAT?

      After login the VAT List is displayed.  If it is not click VAT to display it Click ADD NEW  Enter Business Name Owner Name VAT number Click MTD or TRADITONAL - the type of VAT return to be submitted next SAVE or SAVE & CONNECT ** ONLY click SAVE & ...