Getting Started with Ftax PDF Forms in Under a Minute (0:58)

We are very grateful to our clients for their comments and suggestions, without which these guides would not be possible.
If you have a suggestion to improve this guide or its associated video, please email tracey@ftax.co.uk

Getting Started – Overview

This guide covers how to get started with Ftax PDF forms. It is broken down into the following steps:

1. Download the form and open it with Adobe reader
2. Comply with the Special Notice, Javascript and enhanced security settings
3. Login to your account
4. Allocate a Credit and enter the tax payer's details including their Government Gateway user ID and password.

1. Download the form and open it with Adobe reader:

After purchasing, log in to your Ftax account and click the download button:

Save the Ftax PDF tax return form in a known location:

Open the form with Adobe Reader:

2. Comply with the Special Notice

3. Log in to your account:

If you're not logged in already, log in to your Ftax account from the form when prompted:

Click the '?' in the red ball if you aren't prompted to log in:

4. Allocate a Credit and enter the tax payer's details including their Government Gateway User ID and password.

Enter the name as it appears on the SA100 and UTR:

and allocate a credit when prompted: 

Enter the HMRC user name and password:

You're now set up to complete the tax return.

For further information, see the video 'Ftax Set Up Checklist'.

We are very grateful to our clients for their comments and suggestions, without which these guides would not be possible.
If you have a suggestion to improve this guide or its associated video, please email tracey@ftax.co.uk