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How to Buy Ftax - General (4:44)

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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 (Full)

Ftax sells online tax filing products to Individuals, Businesses and Agents to enable them to submit tax returns online to HMRC.

This guide shows:

  1. Which Ftax product is right for you
  2. How to create an account
  3. How to purchase
  4. How to download and save the form

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1. Which Ftax product is right for you

If you are a tax agent who files tax returns on behalf of clients then please select 'Buy' in the Agents section of the Ftax website homepage.

Buy agent

 

If you are a company, a partnership, self-employed or a landlord wishing to complete your own tax returns, then select buy in the Businesses section.

Buy Businesses

 

If you are an individual wishing to complete your own Self Assessment tax return then select buy in the Individuals section.

Buy individuals

PLEASE NOTE that if you wish to complete a Self-Employment or UK property section then you must choose Ftax for Businesses.

Ftax for Individuals has the Self Assessment and the Trust and Estate tax returns available for purchase:

What individual packages offer

 

 

Ftax for Businesses, and Ftax for Agents also have the Partnership, Company, and VAT tax returns available for purchase, as well as the Ftax Cashbook.

What agent and business packages offer

 

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

Click read more

 

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

 

If you buy Ftax for Individuals, you will receive TWO credits which can be used for two members of the same household:

2 credits

 

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

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2. How to Create an Account

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

Click 'buy'

 

Select ‘add to basket’:

Click add to basket

 

Select ‘add another’ if you require more copies of a form:

Click add another

 

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

Click on the arrows

 

Click ‘Pay Now’ to go to checkout:

Click pay now

 

You now need to create an account.

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

Fill in email address

 

Fill in your billing details and scroll down:

Billing details

 

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:

Subscribe box

 

Agree to the terms and conditions:

Agree to terms and conditions

 

 

And select ‘continue to payment’: 

Continue to payment

 

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3. How to Purchase

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

Enter payment details

 

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:

Put in temporary password

 

You can now create a new password:

Create new password

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4. How to Download and Save the Forms

You can now download your forms.

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 'Login to Account' button:

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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