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Introducing the Ftax SA800 web form

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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The Ftax SA800 Partnership form is now available as a web form and has the same look and feel as the SA100 and CT600 web forms:

web form opening page

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The Ftax SA800 Partnership form will look very familiar to users of other Ftax web forms but differs from the SA100 in a few important aspects:

  1. Please note: your partnership has its own UTR, you will need this in addition to the partners' UTRs
  2. SA800 forms are valid for your trading year which you enter when you open the form. The form will default to the most recent tax year, but you can enter your own trading year when you set the form up. The form will then tell you which credit year will be required and ask you to buy that credit if you haven't already done so

    Enter dates of trading year

  3. Select relevant sections from the vertical menu to the left of the main form

    Select sections

     

  4. Complete the partnership statement, either long or short (the form will help you to decide which you need)

    Partnership statement

     

  5. partner details are forwarded to the partnership section of the partners' Ftax SA100s ready for import
Partner details

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It's easy to import data from a previous or current PDF SA800 form, click the Import section in the vertical menu bar to the left of the main return and select from the options in the popup:

 

Import data popup

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Web forms have numerous advantages:

  • nothing to set up or download
  • work on smartphones, tablets and any type of laptop or desktop
  • updates are automatic and instant
  • no need to save on your own computer
  • documents e.g. PDF Copy or SA302 created on demand instantly

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The same credit will work for both the PDF and Web form, so why not give it a try?

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Further information on the Ftax SA100, CT600 and how to import PDF form data can be found in the videos listed at the end of this video and are also available via our Support Site:

Supprt tab on Ftax dashboard

 

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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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