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Benefits of integrating GoSimpleTax
Save time manually inputting data from FreeAgent into GoSimpleTax with an automatic data sync.
How GoSimpleTax works with FreeAgent
GoSimpleTax automatically maps headings and trial balances within FreeAgent.
How do I get started with GoSimpleTax?
- Add a self employed page in GoSimpleTax. If you haven't done this during your initial set up, you can use the '+ NEW PAGE' button to create the page.
- Select 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.
- Select 'Save'.
- Select 'CONNECT' And then 'CONNECT to FreeAgent' to complete the authorisation process.
- Once connected, return back to the Tax Return page within GoSimpleTax and your trial balance report will have been imported and the mapped headings added to your self employed page for you to review. To edit any of the mapped headings, select the pencil.
- Select the self employed page you wish to save the entry against on your self employed page and then choose the Expense Group and category. If you wish the system to always map similar transactions in the future to the same category, select 'YES'.
