We’re currently developing this functionality, and from January 2024, FreeAgent for Landlords will auto-populate the UK property (SA105) pages of your client’s Self Assessment form and allow you to submit the return directly to HMRC from the software.
If your client has other (non-property) income to include, such as income from self-employment, you will be able to enter this manually in FreeAgent for Landlords and include it with the Self Assessment submission. However, please note that if you choose to submit the return to HMRC through FreeAgent for Landlords, you will not be able to submit any additional details via an alternative provider, as you can only make one Self Assessment submission.
If your client uses a separate sole trader or limited company FreeAgent account to record their other income, you can only make a submission from one version of the software. For example, if you choose to submit from a sole trader FreeAgent account, the Self Employment pages will be auto-populated where possible, but you will have to manually enter the figures for the Property pages (which you can obtain from the FreeAgent for Landlords account).
Conversely, if you choose to submit from a FreeAgent for Landlords account, the Property pages will be auto-populated where possible, but you will have to manually enter the figures for the Self Employment pages (which you can obtain from the sole trader FreeAgent account).