How to Publish Tax to FreeAgent

Configure your FreeAgent settings to publish your tax data to FreeAgent.

How to Publish Tax to FreeAgent

  1. Go to Connections, then Integrations in the sidebar.
  2. In the Tax Settings section set the Publish tax data toggle to ON.

The tax amount extracted from the item (or preset by Supplier rules) and the tax rate will be published to FreeAgent.

Selecting a Tax Rate on the Item Details Page

You can also set a tax rate for an individual item on the Item details page.

  1. Go to the Costs or Sales workspace and open the relevant item.
  2. On the Item Details page, select the Tax and Tax Amount.