The Ftax team are working on a low-cost MTD for IT solution to be launched April 2026. Contact us for further information.
The Ftax team are working on a low-cost MTD for IT solution to be launched April 2026. Contact us for further information.
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:
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.
Ftax forms must be opened in Adobe Reader.
It is important not to open them in a browser, or other software (such as Preview, on a Mac).
You must check that your browser prompts you to ‘Save’ when downloading files.
In Chrome:
In Edge:
In Firefox:
In Safari:
Yes, loyalty discount codes will be emailed to purchasers of the previous year’s Ftax service at the beginning of each new tax year. Loyalty discounts are usually 15% and only valid during April.
Ftax forms are constantly being improved.
To upgrade, login to your Ftax Account and download the latest version of the form you require for the ‘Ftax Forms’ table.
To transfer data, Export data from the old version and Import it into the new.
Access to your Ftax Account can only be made using your ‘username’ and ‘password’. Only you know the password, so that only you can access your data via the website.
Your Ftax Records data is encrypted before being securely stored. The backups taken every day will also be encrypted. Only a limited number of ‘super user’ Ablegatio personal have access to the encryption keys. Your data will not be viewed by anyone without your permission.
The data will be decrypted at the point you click to View via your Ftax Account. Data transfer to your browser will be secured via an SSL certificate.
== You must login using your email address and password ==
== Your email is your username ==
If you have forgotten your password, click ‘Forgot Password’ on the log-in screen and follow the on screen prompts.
If you have opened an Ftax form and have previously saved your login details on your computer, these may no longer work and the form will show:
If you know your email address registered with your Ftax account, you can simply ignore this (Click OK) and log the form into your Ftax account using your email address and existing password.
You can access the login box at any time from a form by clicking the red question mark on the front page and selecting Ftax Account Login.
If you don’t know what email address you have registered with your Ftax account, you can recover your account by accessing the Ftax website at www.ftax.co.uk and clicking LOGIN in the top right hand corner. From the login screen select “recover your account” to access the “Forgot Email” box. Follow the instructions and an email reminder will be sent to your registered email address.
If you don’t have an email address registered with your Ftax account, or you no longer have access to your registered email account, you can recover your account by accessing the Ftax website at www.ftax.co.uk and clicking LOGIN in the top right hand corner. From the login screen select “recover your account” to access the “Forgot Email” box. Follow the instructions to send an email reminder then click ‘I did not receive the email’ on the website to be re-directed to a ‘Reset Unknown Account’ form. Complete this form and we will be in touch with you.
If you experience a problem using the automated password/username recovery system (described above) then please send an email to support@ftax.co.uk which includes the email address used when registering with Ftax, or/and your Ftax Account username. The Ftax Support team can then manually recover your Ftax Account logon details.
If you are experiencing problems when logging into you Ftax Account from an Ftax form, by clicking the ‘?’ in a red ball on the opening page and select the bottom option, then run through the Ftax Setup Checklist either via the FAQ or via the video. If your Ftax Account password contains any character other than alphanumerics or the following characters ‘@ . ! $ % * ? _ – +’, then login to your Ftax Account on the website, go to Account Details, and change the password.
Warning: be careful not to confuse your Ftax Account username and password with you HMRC Gateway User ID and Password.
You are strongly recommended to use the new Ftax Support system. We are confident that you will find it the fastest way to resolve any tax filing problem you are experiencing.
But if you are having a problem using it for the first time, then please email the Ftax Support team directly at support@ftax.co.uk.
== You must login using your email address and password ==
== Your email is your username ==
If you have forgotten your password, click ‘Forgot Password’ on the log-in screen and follow the on screen prompts.
If you have opened an Ftax form and have previously saved your login details on your computer, these may no longer work and the form will show:
If you know your email address registered with your Ftax account, you can simply ignore this (Click OK) and log the form into your Ftax account using your email address and existing password.
You can access the login box at any time from a form by clicking the red question mark on the front page and selecting Ftax Account Login.
If you don’t know what email address you have registered with your Ftax account, you can recover your account by accessing the Ftax website at www.ftax.co.uk and clicking LOGIN in the top right hand corner. From the login screen select “recover your account” to access the “Forgot Email” box. Follow the instructions and an email reminder will be sent to your registered email address.
If you don’t have an email address registered with your Ftax account, or you no longer have access to your registered email account, you can recover your account by accessing the Ftax website at www.ftax.co.uk and clicking LOGIN in the top right hand corner. From the login screen select “recover your account” to access the “Forgot Email” box. Follow the instructions to send an email reminder then click ‘I did not receive the email’ on the website to be re-directed to a ‘Reset Unknown Account’ form. Complete this form and we will be in touch with you.
If you experience a problem using the automated password/username recovery system (described above) then please send an email to support@ftax.co.uk which includes the email address used when registering with Ftax, or/and your Ftax Account username. The Ftax Support team can then manually recover your Ftax Account logon details.
If you are experiencing problems when logging into you Ftax Account from an Ftax form, by clicking the ‘?’ in a red ball on the opening page and select the bottom option, then run through the Ftax Setup Checklist either via the FAQ or via the video. If your Ftax Account password contains any character other than alphanumerics or the following characters ‘@ . ! $ % * ? _ – +’, then login to your Ftax Account on the website, go to Account Details, and change the password.
Warning: be careful not to confuse your Ftax Account username and password with you HMRC Gateway User ID and Password.
If you have submitted an amended return without first successfully submitting (either online or by post) then you may receive a fine.
You can appeal the fine by completing the ‘Reasonably Excuse’ form. Contact HMRC for advice on what to do next.
Please enter all of your payment details again and reselect your card type. It may look as if they have been retained from last year, but they haven’t.
The Cashbook Client Password, or just Cashbook Password, is a password you set per cashbook and that you can pass to your clients in order for them to access their data within your account.
You may wish to change or reset this if you or your client believe that the current password is not longer secure.
Yes, you are able to save tax return data either to your computer (Export as xfdf) or to your Ftax Account (Export to account). Click the ‘Export’ button at the bottom of the opening page of your Ftax form and these options will be prompted.
If you select ‘Export to account’ the tax return data will be stored in the Ftax Record defined by the tax year, form, and UTR. This may be viewed in the Record after it is updated (this may take 5 minutes).
To import the data again select ‘Import/Import from account’. You will then be prompted to select from a dropdown list of users/clients, and asked to select the year you wish to import from. Importing from the previous year is a quick way to get this year’s tax return started. Importing from the current year (or in the case of the CT600, the tax year in which the Accounting Period ends) allows you to continue the completion of a return.
Yes. The following HMRC recommendation is included in the ‘success’ file returned when a submission is successful:
“We strongly recommend that you keep this receipt electronically, and we advise that you also keep your submission electronically for your records. They are evidence of the information that you submitted to HMRC.”
No. It may look as if they have, but they haven’t. Please enter all of you payment details again and reselect your card type.
If you wish to delete your data that we hold, please raise a support ticket asking us to do so.
We will contact you to confirm the request is legitimate before actually deleting your data.
We will also confirm what data you wish us to delete.
We will also give you the opportunity to receive a portable copy of your data if you wish.
Once deleted, your data will no longer be held by us, and we will not be able to recover it.
Please note that deleting some or all of your data will not remove your ftax account.
If you wish us to remove your entire Ftax Account, please ask us in your support request.
Previous year copies of Ftax can be purchased and downloaded from the website.
New Users should visit https://www.ftax.co.uk/ and select the ‘Buy’ button from ‘Ftax for Individuals’, ‘Ftax for Businesses’ or ‘Ftax for Agents’. You can then change the year using the < and > arrows.
Existing Users should login to their Ftax account (visit https://www.ftax.co.uk/) and use the < and > arrows at the top of the Ftax Forms table to change the year.
Read the FAQ How do I setup my browser to prompt me to save downloads? and make sure you browser is set up to download and save.
Log into your Ftax Account via the Ftax website https://www.ftax.co.uk/ and look through the ‘Ftax Forms’ table.
Previously purchased forms may be downloaded via the ‘Download’ buttons.
Make sure that you download and ‘Save’ the forms files to a known folder before opening them in Adobe Reader. Ftax forms are intelligent pdf files and so can be copied and renamed if required.
Mac users need to open Ftax in Adobe Reader and NOT in Preview. To do this you can either, open Adobe Reader first and then open the form, or you can ‘right-click’ the file, select ‘Open with…’, and then select Adobe Reader.
Please ensure that you comply with the Special Notice that will be displayed when the form first opens, and log into your Ftax Account from the form when prompted.