Benefits of integrating TaxCalc

TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from FreeAgent as a practice or non-practice user in just a few simple steps. This saves both you and your client time and effort.

Exporting and importing CSV files or manual entry is no longer required.

How TaxCalc works with FreeAgent

The TaxCalc integration contains carefully thought-through features such as warnings during import, to highlight potential factors to consider.

You can use default mappings based on the default FreeAgent chart of accounts or import map creation on a per client basis.

How do I get started with TaxCalc?

1. Launch Accounts Production.
2. Go to ‘Posting’ > ‘Import Trial Balance’.
3.  Select ‘Import Third Party’ >’ FreeAgent Practice’.
4. Enter login details to authorise the app.
5. Select ‘Approve and continue’.
6. Map appropriate nominal codes.