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Ftax MTD for IT is ready for purchase and use. 15% loyalty discount applies only during April.

As a tax agent, how do I setup to transfer data from the Ftax Cashbook to the Ftax Quarterly update form?

  1. Download and open the Ftax Cashbook PDF form in Adobe Reader.
  2. Tick the ‘agent’ box and click ‘Enter’. This will make this form an ‘agent copy’.
  3. Follow the process on the right beginning by clicking the top button to login.
  4. Then click ‘Select/Enter Client’ and select one of the top 2 options.
  5. If you select a ‘new MTD for IT tax filer’ then you will be prompted to enter their name, UTR, and National Insurance number.
  6. When the ‘Set Cashbook’ button is clicked then the Cashbook is ready to use.
  7. Click to enter the business details. You can enter details for more than one business.
  8. You may now enter incomes and expense transactions.
  9. Regularly save the PDF form. When you do so you will be prompted to forward income and expenses totals to the Ftax Quarterly update form.
  10. Download another Ftax Cashbook PDF form if you wish to set up a ‘client copy’.
  11. This time click the ‘client’ box before clicking ‘Enter’.
  12. If you have already set up the ‘agent’ copy, then the ‘Existing MTD for IT tax filer ’ option may be selected after clicking the second button. This will save having to enter the same UTR and National Insurance number again.
  13. The third button should confirm that a credit has already been assigned while to fourth should load any data you have saved using the agent copy.
  14. You will now be presented with a Password which you must copy and securely save.
  15. After clicking ‘Set Cashbook’ save the PDF form and send it to your client.
  16. Send the Password by a different means.
  17. When they open the client copy of the PDF Ftax Cashbook it will prompt them to enter the Password and then to save the form.
  18. Your client can now enter income and expense transactions. When they save you will also be able to see this data. Follow any ‘Sync’ instructions when prompted.
  19. You and your client are now sent up to populate the same Ftax Cashbook. Data may be forwarded to the Ftax MTD for IT Quarterly form every time the cashbook is saved.