Our Forms

Ftax forms look exactly like the HMRC tax forms and feature all supplementary sections

Ftax Forms

Ftax forms look exactly like the HMRC tax forms and feature all supplementary sections. Each will calculate the tax liability for you, and clearly explain how this was done. You may then submit online to HMRC as either a new or amended submission.

Ftax forms help you to complete the tax returns by adding up totals for you and highlighting errors and omissions in yellow. The tax return forms can be saved at any time so you can complete them at your own pace.

Ftax tax forms may be pre-populated using ‘Ftax Data Transfer’. Data from the Cashbook may be automatically transferred to the SA100, SA800, and CT600 forms. Partner data may also be transferred from the SA800 to the SA100 form, and data from the previous year form automatically transferred to the current tax year form when it is first opened. This makes it extremely easy to complete the tax returns and much of the work is being done for you.

The HMRC test submission facility can be used to check everything is ok. Use the PDF Copy feature to print simple copies of completed tax returns. All submission data is automatically recorded to provide you with a complete archive of all your tax filing activities via a facility called Ftax Records.

The outcome of all tax return submissions will be confirmed via the form itself, via the tax filer status within your Ftax Account, and via email.

All Ftax forms work in Adobe Reader on both PCs and Macs.


SA100 – Self Assessment Form

The Ftax Self Assessment SA100 form will calculate your annual tax liability and display it in an HMRC compliance SA302 format. Up to 2 additional PDF documents may be attached to your submission data should you wish to include additional details of your tax affairs when you submit.

As well as the standard Ftax form features, the SA100 is able to import data forwarded from both the Ftax Cashbook and the Ftax SA800, as well as from the previous year tax form. This makes the tax return extremely easy to complete as many sections are being completed for you. 

The following sections are included in the Ftax Self Assessment form:

Main Tax Return – SA100 interest and dividend income worksheets
Tax Calculation Summary – SA110 includes payments on account
Additional Information - SA101 up to 3 insurance gains
Employment - SA102 up to 10 copies
Ministers of Religion - SA102M up to 3 copies
Self-Employment (Short) - SA103S up to 3 copies|Cashbook data auto imported
Self-Employment (Full) - SA103F up to 3 copies|Cashbook data auto imported
Lloyd's Underwriters - SA103L 1 copy
Partnership (Short) - SA104S up to 5 copies|SA800 data auto imported
Partnership (Full) - SA104F up to 5 copies| SA800 data auto imported
Land & Property - SA105 1 copy|Cashbook data auto imported
Foreign - SA106 up to 20 interest and 20 dividend entries
Trust - SA107 1 copy
Capital Gains - SA108 up to 144 gains
Non–Residence etc - SA109 1 copy
Tax Calculation Notes - SA110 complete breakdown of your tax calculation
Tax Calculation Overview - SA302 HMRC compliant SA302 tax calculation

 

If you are self-employed, a partner, or a landlord then you must purchase as a business, as the tax return sections relevant to you are not included in the Ftax for Individuals service.

Buy as an Individual Buy as A Business Buy as AN Agent


SA800 – Partnership Return Form

The Ftax Partnership SA800 form will calculate your trading profit / loss and divide the monetary values between the partners. This data may then be automatically forwarded to the Partnership sections of the partner Ftax SA100s. Up to 2 additional PDF documents may be attached to your submission data should you wish to include additional details of your tax affairs when you submit.

As well as the standard Ftax form features, the SA800 is able to import data forwarded from the Ftax Cashbook and from the previous year tax form. This makes the tax return very easy to complete as much of the return is being completed for you. 

The following sections are included in the Ftax Partnership form:

Partnership Tax Return – SA800 1 copy
Trading and Professional Income 1 copy|Cashbook data auto imported
Short Partnership Statement up to 3 partners |data forwarded to SA104
Full Partnership Statement up to 12 partners|data forwarded to SA104
UK Property - SA801 1 copy
Foreign - SA802 1 copy
Disposal of Chargeable Assets - SA803 1 copy
Savings, Investments and other Incomes - SA804 1 copy

 

Buy as A Business Buy as AN Agent


CT600 – Company Tax Return Form

The Ftax Company CT600 form will calculate your company tax. Both iXBRL Computations and iXBRL Accounts may be generated, the latter featuring 2 template options, Micro Entity and Small Company. Profits and Capital Allowance Worksheet are included to enable you to generate the iXBRL Computations file.  The iXBRL files and an additional optional PDF documents may be attached to your submission when you submit. You may also attach iXBRL files generated by other software suppliers (e.g. VT Software).

As well as the standard Ftax form features, the CT600 is able to import data forwarded from the Ftax Cashbook into the iXBRL Accounts section, as well as from the previous year tax form. This makes the tax return very easy to prepare as much of the accounts section is being completed for you. 

The following sections are included in the Ftax Company form:

Main Tax Return – CT600 calculates company tax
Loans to Participators – CT600A 1 copy
Controlled Foreign Companies – CT600B 1 copy
Groups and Consortiums – CT600C 1 copy
Insurance – CT600D 1 copy
Charities and CASCs – CT600E 1 copy
Tonnage Tax – CT600F 1 copy
Cross-border Royalties – CT600H 1 copy
Ring Fence Trades – CT600I 1 copy
Disclosure of Tax Avoidance Schemes – CT600J 1 copy
iXBRL Computations inc. profits and capital allowance worksheets
iXBRL Accounts micro entity or small company options

 

Buy as A Business Buy as AN Agent


SA900 - Trust and Estate Tax Return Form

The Ftax Trust and Estate SA900 form will calculate your annual tax liability. Up to 2 additional PDF documents may be attached to your submission data should you wish to include additional details of your tax affairs when you submit.

As well as the standard Ftax form features, the SA900 is able to import data from the previous year tax form. This makes the tax return easier to complete as the standard data will be completed for you.

The following sections are included in the Ftax Trust and Estate form:

Trust and Estate Tax Return – SA900 1 copy
Trust and Estate Trade – SA901 1 copy
Lloyd's Underwriters – SA901L 1 copy
Trust and Estate Partnership – SA902 1 copy
Trust and Estate UK Property – SA903 1 copy
Trust and Estate Foreign – SA904 1 copy
Trust and Estate Capital Gains – SA905 1 copy
Trust and Estate Non-Residence - SA906 1 copy
Trust and Estate Charities – SA907 1 copy
Estate Pension Charges Etc. – SA923 1 copy
Trust and Estate Tax Calculation Guide complete breakdown of your tax calculation

 

Buy as an Individual Buy as A Business Buy as AN Agent


VAT100 – Value Added Tax Form

The Ftax VAT form is fully compliant with HMRC’s Managing Tax Digitally requirements. It communicates with your HMRC account to import whatever periods HMRC require you to submit (usually quarterly or monthly).

Ftax provides 3 ways for you to transfer data into the VAT report ready for submission:

  1. Data may be transferred from your spreadsheet calculations via .csv file.
  2. The supplied Ftax Link spreadsheet tool may be used to transfer VAT report calculations from your spreadsheet to the Ftax VAT form.
  3. Online VAT tax filing is included with Ftax Cashbook which will directly calculate the VAT report values.

The Ftax VAT form will then enable you so submit online to HMRC and will confirm the outcome.

Buy as A Business Buy as AN Agent

© 2021 Ablegatio Limited. All rights reserved. Registered in England & Wales with company number 10446051.