After downloading the latest Ftax form, saving it to a known location, and opening in a recent version of Adobe Reader, the following must be carried out before completing the Ftax return:
1. Comply with the Special Notice
This should be automatically displayed when an Ftax form is first opened in Adobe Reader. It may be redisplayed at anytime by clicking the ‘?’ in a red ball on the opening page of the Ftax form and selecting the top option. This reads:
- Select ‘EditPreferencesJavascript’ from the Reader menu bar
(Mac users should select ‘Adobe ReaderPreferencesJavascript’). - Make sure the top box ‘Enable Acrobat Javascript’ IS ticked, the next 2 boxes are NOT ticked, and the bottom box IS ticked.
- Then select ‘EditPreferencesSecurity (Enhanced)’, and untick the ‘Enable enhanced security’ box
(Mac users should select ‘EditPreferencesSecurity (Enhanced)’).
2. Login to your Ftax Account from the form
The Ftax Account Login popup should be automatically displayed when the ‘Continue’ button is clicked (twice) on the Special Notice. This can also be displayed at anytime by clicking the ‘?’ in a red ball and selecting the bottom option.
Make sure the ‘Do NOT login to my Ftax Account’ box is unticked, and enter your Ftax Account Username and Password before clicking ‘Login’. You are also advised to first tick the ‘Save login details on computer’ box so that you remain automatically logged in.
Note: – Do not confuse your Ftax Account Username and Password with the Gateway User ID and Password.
On clicking ‘Login’ a popup should confirm ‘Login Success’. The number of remaining credits should also be displayed towards the bottom left of the Ftax form. If the popup displays the following error messages then please do as advised:
‘Communication Problem’ – This may be due to you not having Internet access, but is more likely to be due to the ‘Enhanced Security’ box still being ticked in the Adobe Reader Preferences. Please return to step 1. and correct.
‘SOAPservice not recognised …’ – This may also be due to lack of Internet access, or the Special Notice not being fully complied with as described above. But it may also be due your computer not trusting www.ftax.co.uk. Please go to Edit/Preferences/Trust Manager (or Adobe Reader/Preferences/Trust Manager if on a Mac), click ‘Change Settings’, and ensure the ftax.co.uk is trusted. Also check that any security software you may be using is not blocking access to the Ftax website. If the problem persists then try reinstalling Adobe Reader, or turn your security software off while using Ftax. If you successfully login to your Ftax Account from the form and then have a subsequent problem that requires support, be sure to tell Ftax support that you have successfully logged in.
3. Allocate a credit to the UTR
When a new UTR is entered then a popup should prompt you to ‘allocate a credit’. Another popup will confirm when the credit has been allocated. At this point a ‘credit code’ will be automatically transferred allowing the form to Calculate and Submit. If you enter a UTR that already has a credit allocated then you will be allowed to continue without allocating another credit.
If, when you enter a UTR, a popup asks you to enter a ‘4 digit credit code’ then you are not logged in to your Ftax Account. In this case please return to step 2. and login.
Important Notice: While the ‘enable enhanced security’ box is unticked you are advised not to open pdf attachments emailed from unknown addresses (emails from ftax.co.uk will be ok). You are advised to leave the ‘enable enhanced security’ box ticked when you are not using Ftax.