You can give your accountant access to Tide Accounting Extra or Admin Extra, from the Tide app.
Tap ‘Admin’ > ‘Tide Accounting’ > ‘Settings’ > ‘Invite your accountant'.
Then, enter their details, choose ‘Accountant’ as the designated role type, and ‘Invite’.
We’ll email your accountant the invitation, and will ask them to complete our onboarding checks.
With access, your accountant can:
View your balances and perform bookkeeping
Add a category and VAT to your transactions
View and download your accounting reports
View your Self Assessment (if you’re a sole trader)
View and generate VAT reports, if you are VAT-registered
Important: Before you share access with the respective accountant, you must carefully review what rights you will be granting them. The accountant's actions will be binding to your business. Furthermore, your accountant can’t pay your VAT to HMRC, or cancel your accounting subscription.
You can remove an accountant's access at any time.
In the app, go to ‘Profile’ > ‘Profile and Settings’ > ‘Manage Team’ > ‘Team Members’ > select your accountant > ‘Remove Team Member’.
