How do I setup to transfer data from my spreadsheet to the Ftax Quarterly update form? | Ablegatio Ftax

Ftax 2026 tax return forms ready for purchase. Ftax MTD for IT will be launched on April 21st. Click here to prepare now.

Click here to read how to download MTD for IT spreadsheet templates from the Ftax website.
Ftax supply Self-employment, UK Property, and Foreign Property templates.
Enter each template you are using in a new tab in your spreadsheet.
Link all the income and expense totals in the template to the totals you have setup to calculate on your spreadsheet.
Enter all incomes and expenses transactions as they arise.
These must include the date, the type of transaction, the customer/supplier name, the amount (including and excluding VAT), and any VAT.
Just before you transfer the spreadsheet data, enter the cumulative period dates in the template as it instructs.
Export the data from the template tab as a CSV file.
Click the ‘Import’ button on the Ftax Quarterly update form and select this file.
Check the imported data. Note – to keep the data transfer MTD complaint, this cannot be changed on the form.

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