FreeAgent

Supported accounting providers

Connect TotalDrive to FreeAgent to keep your driving instructor records organised and ready for your accounting workflow.

FreeAgent for driving instructors works best when you treat setup as a one-time job. First, connect securely in TotalDrive. Next, map your income and expense categories so FreeAgent receives the right reporting information.

Then, when you are ready for your reporting deadline, you sync transactions manually. Because syncing is manual, you control timing and you can review the results before you submit figures to your accountant or partner workflow.

If you prefer not to connect an accounting platform, you can export a CSV of income and expenses anytime from TotalDrive.

Prefer a file export instead? You can also export a CSV of income and expenses.

FreeAgent for driving instructors: how the connection works (connect, map, sync)

  1. Connect: In TotalDrive web admin, choose FreeAgent and click Connect. You’ll be redirected to FreeAgent to authorise access.
  2. Map categories (one-time setup): Match your TotalDrive income/expense categories to FreeAgent reporting categories.
  3. Sync transactions (manual): Transactions are not automatically synchronised. You manually sync whenever you want (for example monthly, or before quarterly submissions).

Transaction compliance & audit integrity: Once a transaction has been synchronised to FreeAgent, it becomes locked in TotalDrive and can no longer be edited.

FreeAgent FAQs

Do transactions sync automatically to FreeAgent for driving instructors?

No — you control when to sync from TotalDrive.

Is category mapping required for driving instructors using FreeAgent?

Yes. Mapping is a one-time setup so the right TotalDrive categories go to the right FreeAgent reports.

Prefer a CSV instead?

Yes. You can export a CSV of income and expenses anytime.

Making Tax Digital (MTD)

For a practical overview of Making Tax Digital for driving instructors, see: https://totaldrive.co.uk/making-tax-digital/

For more information, see Making Tax Digital.

Related integrations: Integrations, CSV export, Quickbooks, Xero, Sage, Fbtc.