Skip to main content

How do I use FreeAgent to file by 7 August?

FreeAgent is free for Mettle customers and automates a lot of the process:

  1. Categorise: Go through your transactions in FreeAgent to ensure all your Q1 income and expenses are correctly categorised.

  2. Review: FreeAgent will automatically compile these into your first MTD Quarterly Update summary.

  3. File: Double-check the numbers, tap 'Submit', and authorise the direct transmission to HMRC.

Once sent, FreeAgent will display an HMRC confirmation receipt which you should save for your records.

Did this answer your question?