Benefits of integrating OpenTax

Connecting FreeAgent to OpenTax allows you to view all your clients' PAYE and VAT submissions, payments and repayment statuses in one centralised dashboard. The integration allows you to stay informed with real-time instant updates on PAYE payments, VAT verifications, payments, reallocations and compliance checks.

Being able to quickly identify anomalies without relying on HMRC helplines, physical letters, or client bank feeds, can help save you hours of admin.

The integration provides enhanced insights and allows you to easily view unexpected changes in your clients' PAYE and VAT accounts, including interest accrued, any penalties charged or any offsets against existing tax liabilities.

How OpenTax works with FreeAgent

Once you have created your OpenTax account through FreeAgent, you can pull through a list of all your clients into your OpenTax dashboard through the Agent Services Account connection.

OpenTax will then sync with HMRC’s systems and your clients PAYE, VAT submission, payment and repayment statuses will appear in your centralised dashboard to enable the real-time data feed.

How do I get started with OpenTax?

You can connect OpenTax with FreeAgent by following these steps:

1. Select the ‘Connect Now’ button.
2. Sign up with your FreeAgent account.
3. Connect your Agent Services Account.
4. Start monitoring the status of PAYE, VAT submissions and payments.