Question asked by Sheila 6 days ago
I've just started using Clearbooks for myself as a landlord. However I do my son's books too on a monthly basis, he is a sole trader landscape gardener. Please advise, can I go to the business button at the top and add his business there and link his bank account?
Hi Sheila,
In this case, your son will need to sign up to a Sole Trader account and link this to HMRC with his own credentials.
Unfortunately, HMRC specify that only a tax agent can act on behalf of another individual/ business with an Agent Services account.
Tommy
Best answerAh, I see. That's a pain. He will have to set up on his PC then. He also has a landlord account so is that where he would add a business like I mentioned above Tommy? By the way thank you for the prompt reply!
Hi Sheila,
Apologies, just to clarify, it is completely acceptable to do the bookkeeping for your son, however, he is legally responsible for the accuracy of the data inputted.
The important thing is that your son will need to submit the Quarterly updates. In this case, if you choose to do the bookkeeping on his behalf, you can hover over your business name at the top right > Then click Add Business. Once added, you will need to upgrade to the Sole Trader paid plan where you will then have the ability to invite him in via the Building Icon (top right) > Manage users > Invite user. He will then be able to log in with his own credentials and submit the Quarterly updates.
For his property business, you can also add this via the same navigation steps above and invite him in.
Tommy
You must 