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

As a business, 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. Follow the process on the right beginning by clicking the top button to login.
  3. Then click ‘Select/Enter Client’ and select one of the top 2 options.
  4. If you select a ‘new MTD for IT tax filer’ then you will be prompted to enter their name, UTR, and National Insurance number.
  5. When the ‘Set Cashbook’ button is clicked, the Cashbook is ready to use.
  6. Click to enter the business details. You can enter details for more than one business.
  7. You may now enter incomes and expense transactions.
  8. 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.