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Sending a Self Assessment Tax Return online using PTP Tax Platform

Article ID
kba-02883
Article Name
Sending a Self Assessment Tax Return online using PTP Tax Platform
Created Date
20th July 2011
Product
Problem
Sending a Self Assessment Tax Return online using PTP Tax Platform
Resolution

Step one- entering the User ID and Password

• Log on to the PTP Tax Platform

• Click the Spanner icon located on the tool bar to access the Tax Office and Firm Details Maintenance screen then select the FBI tab

Complete the User ID and Password fields, enter the Contact Name and select the Sender type then set the Transmission Mode to Live Mode

• Click the Cross icon located in the top right corner to close the screen.

Generating and submitting the Electronic Tax Return

• Log on to PTP Tax Platform

• Click the FBI button located on the tool bar to access the FBI Status screen:

• Set the Year of Submission to the required tax year. By default the current year will be shown

• Tick the Send box located to the left of the required client to access the FBI attachments screen

• Additional files can be submitted along with the Tax Return by selecting the Add Attachments option

• Click the OK button to proceed

• Within the FBI Status screen, click the Prepare FBI Files button

• The Tax Return will then be validated to ensure it complies with HMRC guidelines prior to submission.

• Set the FBI Status to FBI Files prepared awaiting Returns to be printed using the drop down selection, click the clients name then select the Print Returns option

• Enable the required options within the Print FBI Returns screen then click OK to continue

• Set the FBI Status to Returns sent to client for signing enter the date the client signed the Tax Return then click Update Client to continue

• Set the FBI Status to Returns signed by client awaiting submission and click the Submit Returns by FBI option. Select the Local Area Network (LAN) option then click Connect

The Tax Return will then appear under one of the remaining three FBI status options:

Returns transmitted awaiting Revenue acceptance – this status indicates that the Tax Return has been sent to HMRC, use the Collect Responses option to obtain the acceptance notice

Returns accepted by Revenue– this status indicates that the submission was successful

Returns rejected by Revenue– this status indicates that the Tax Return was rejected by HMRC, a 4 digit rejection error and description will be supplied to provide details of cause of the rejection message

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