Hello!
I think I might already know the answer to this, but I wanted to validate it with the community.
I’m looking to build a personal tax planner extension for freeagent. The idea is that it will warn me if I’m about to attract higher rate dividend taxes and generally give me more visibility of my personal liabilities.
This is not a problem, I can use the APIs to get the data and do the sums.
Ideally I would like this view to sit inside the Overview page of freeagent. Is this possible (see below)? Or do we need to stand up another service to host this report? I suppose I’m looking for the least worst way of integrating a report of this kind with FreeAgent.
James