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How to Buy Ftax - Individuals (3:31)

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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 (Individuals)

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 individuals wishing to complete their own Self Assessment tax return.

This guide shows how to:

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

 

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 SA100 and SA900 forms available for purchase:

Individual 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

If you buy Ftax SA100 for Individuals, you will receive TWO credits which can be used for two members of the same household.

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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

 

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

Add another button

 

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 button

 

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

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3. Download and save the form

You can now download your forms. Login to the Ftax website and click the ‘download’ button:

Download form

 

Save the form in a known location:

Save the form

 

Open the form with Adobe Reader and login to your account on the form by clicking the red ball and selecting ‘Ftax Account Login’:

Click red button

 

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

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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