Test Submission to HMRC with Ftax PDF Forms (2:04)

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

Test Submission to HMRC - Overview

Ftax can be used to send a test submission to HMRC without the submission being processed. If you are a tax agent, this can be used to check the tax return before generating a PDF copy for your client to sign. This guide is broken down into the following sections and explains how to:

1. Put Ftax into 'Test Submission' mode
2. Fix Submission Errors
3. Make the required amendments and submit
4. Submit 'in Live'

1. Put Ftax into 'Test Submission' mode: 

Click the question mark icon on the front page of any Ftax form and select 'Test Submission to HMRC - On':

The red 'Test Submission' box will show that Ftax is now in test mode:

Click 'calculate':

Then click 'Submit':

Agree to the Terms and Conditions:

Then click 'Submit Now':

 And 'Yes' to the pop ups:

2. Fix Submission Errors:

A receipt will be returned which will detail any errors present:

3. Make the required amendments and submit:

Click 'Back to Return' and make the required amendments:

Go back to the welcome page, click 'Calculate' and submit again.

4. Submit 'in Live':

Please note: this success receipt is only for a test submission, you will still need to submit the tax return in live.

To do this, click 'Back to Return', click the red question mark icon again and then click 'Test Submission to HMRC - Off':

The red Test Submission box will disappear and you can now submit your return in live.

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