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Importing and Exporting Data Remotely with 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

Importing and Exporting Data Remotely with Ftax Forms - Overview

Exporting and importing data is quick and easy. It ensures that you have a secure, off-site backup for your local system. This means that in subsequent years you can import data which doesn’t change for example name, address and National Insurance number.

 

This guide is broken down into the following sections:

  1. Where can data be exported to?
  2. How to Export Data
  3. How to Import Data

 

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1. Where can data be exported to?

Data can be exported to the Ftax servers from the SA100 personal tax return, the CT600 company tax return and the SA800 partnership return. The SA900 trust form does not yet have this feature enabled.

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2. How to Export Data

To export data, click the ‘Export’ button at the bottom of the front page of the form:

Export button

 

And select the lower option:

Select the lower option

The data will be saved using the client’s name and UTR as a reference.

 

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3. How to Import Data

To import data, click on the 'Import' button:

Click on the import button

Choose ‘Import from Ftax Account’:

Click import from account

And select the customer and then the year that you wish to import:

Import client and select the year

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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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