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Adding Attachments to Ftax Forms

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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.ukrule line

Adding Attachments to Ftax Forms – Step by Step Instructions

Up to two PDF attachments can be submitted with self assessment, partnership and company tax returns. These may contain details of  your calculations or any other additional information relating to your tax submission and will be submitted to HMRC with the return. Company tax returns can also have iXBRL attachments.

This guide will outline how to add an attachment to Ftax forms and is split into two sections:

  1. Attaching PDFs
  2. Attaching iXBRL files

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1. Attaching PDFs

To attach a PDF to the Ftax SA100 tax return, first navigate to the main page of your return. This can be done by using the bookmarks on the left:

Navigate to the main return using left bookmarks

 

Scroll down and simply click on one of the 'Attach PDF' buttons and browse to select the PDF file to be attached:

Attach pdf file

 

 

These buttons are located at the top of the 'Attachments' section which can be navigated to using the bookmarks on the left:

Attachments on the left

 

 

The path of the selected file will be displayed to the right of the 'Attach PDF' button:

Path of the selected file displayed right

These may be deleted manually if required by highlighting the path and using the 'Delete' key on your keyboard.

 

After completing your tax return, you may submit online in the usual manner. When 'Submit Now' is clicked, you will be asked to confirm the number of attachments before your return is sent.

Message to confirm number of attachments

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2. Attaching iXBRL files

To see how to attach an iXBRL file to the Ftax CT600 company tax return, please see step 5 of the video and guide How to use the Ftax CT600.

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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

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