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How to Buy Ftax - Agents (3:28)

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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

How to Buy Ftax Forms (Agents)

Ftax sells online tax filing products to Individuals, Businesses and Agents to enable them to submit tax returns online to HMRC. This video is intended for tax agents who file tax returns on behalf of clients.

This guide shows how to:

  1. Create an account
  2. Purchase
  3. Download and save the form

Ftax for Agents has the Partnership, Company, and VAT tax returns available for purchase, as well as the Ftax Cashbook:

Agent package breakdown

 

Further information for each product may be found by clicking ‘read more’:

Read more button

 

The 'How to Use' videos and guides on the support section of the Ftax website provide a useful overview of each tax form:

Video guides

 

Each Ftax product includes a tax return form and a number of credits. Each credit enables the tax return for one tax filer to be completed, calculated, and submitted as many times as required for the form's tax year:

Credits

Note that in Ftax for Agents 'tax filers' are referred to as 'clients'.

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1. Create an Account

When you have decided which Ftax products you wish to purchase, click ‘Buy’ on the package you require:

Click buy on required package

 

Select ‘add to basket’:

Click add to basket

 

The current year products are initially displayed but previous years’ products may be purchased by clicking on the arrow:

Current year highlighted

 

Click ‘Pay Now’ to go to checkout:

Pay now

You now need to create an account.

Enter your email address in the text box and click ‘Proceed to Payment’:

Enter email in text box

 

Fill in your billing details and scroll down:

Billing details filled in

 

Click the box ‘Subscribe to receive Newsletters and your annual 15% Loyalty Discount’.  This discount is added for subsequent purchases during the month of April:

Click subscribe box

 

Agree to the terms and conditions:

Agree to the terms and conditions

 

And select ‘continue to payment’: 

Select continue to payment

 

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2. Purchase

Next, buy the forms. Enter your payment details and select ‘Pay Now':

Enter payment details and select 'pay now'

 

 Your receipt will be shown on screen:

Receipt

 

After purchasing the forms you require, check your email inbox for an email that contains a temporary password:

Temporary password

Click the link to go to the Ftax homepage.

Select ‘Login’ and enter the email address you used to sign up and the temporary password:

Enter password

 

You can now create a new password:

Create new password

You can now download your forms.

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3. Download and Save the Form

Login to the Ftax website and click the ‘download’ button:

Download the form

 

Save the form in a known location and open the form with Adobe Reader:

Save the form

 

Login to your account on the form by clicking the red ball and selecting ‘Ftax Account Login’:

Login to account

 

The credits you have bought will be shown on the bottom left:

How many credits shown

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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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