If you are a tax agent filing on behalf of clients – first, you must follow the ‘agent MTD step-by-step guide’. After logging into your Ftax Account, click the down arrow to the right of the menu bar. Then click ’HMRC Auth’ and follow the instructions. You will need to authorise MTD for VAT and MTD for IT separately after entering your HMRC User ID and Password.
If you are filing your own tax – first, you must follow the ‘business MTD step-by-step guide’. After logging into your Ftax Account, you will be able to initiate your Ftax web form from the Dashboard by clicking the appropriate NEW button. This will open the form Overview that will guide you through the tax submission process. An ‘Authorise Ftax for MTD’ button, in an early section of this Overview will initialise the authorisations process if you have not already done so. Follow the instructions which include entering your HMRC User ID and Password.