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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:
- Where can data be exported to?
- How to Export Data
- How to Import Data
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.
2. How to Export Data
To export data, click the ‘Export’ button at the bottom of the front page of the form:
And select the lower option:
The data will be saved using the client’s name and UTR as a reference.
3. How to Import Data
To import data, click on the 'Import' button:
Choose ‘Import from Ftax Account’:
And select the customer and then the year that you wish to import: