Ablegatio Ftax Support

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Getting Started (in under a minute)

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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

Getting Started – Overview

This guide covers how to get started with Ftax 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.

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

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

Download the form

 

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

Save the file in a known location

 

Open the form with Adobe Reader:

Open the form with adobe reader

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2. Comply with the Special Notice

Special notice

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3. Log in to your account:

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

Log in to your Ftax account

 

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

Log in using the question mark in the red ball

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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:

Enter name and UTR

 

 

and allocate a credit when prompted: 

Allocate a credit

 

Enter the HMRC user name and password:

Enter username and password

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

 

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

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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