FAQs

Before you can start filing by internet, you must register with HMRC for Online Services. They will give you a password and login details. Once you have received these, please use the reference number they give you as the FBI Username and the password as the FBI Password. You can enter the credentials in 'Menu' then select 'Agent Details'.

When you are ready to submit your tax return online, select 'FBI Submissions' and then choose 'Submit Test in Live FBI'.

The software will then collate all the data for the selected client and convert it into XML format. This is then transmitted directly to the secure testing service at HMRC. The XML file is then checked for accuracy and completeness.

A successful response will be given which will then enable you to select 'Submit Live FBI' - the same XML file is then sent directly to HMRC's live online filing service.

Where your submission includes errors or inaccuracies, a failed response will be given, along with a list of errors which must be corrected. Please correct all errors before retrying the test submission. Please call us on 01384 563098 if you require any assistance.

In the event that you initial test submission is successful, and then further changes are made to the tax return. You must re-test the submission as any amendments will generate a different IR Mark and a new XML file will be created.

For support enquiries please email [email protected] or call 01384 563098.

For sales enquiries please emails [email protected] or call 0870 609 1918*

Telephone lines are open on weekdays from 9am - 5.30pm.

*Calls to this number are charged at local rates however may vary from other landlines and calls from mobiles may cost considerably more.

Online - If you send a return online, it must reach HMRC by midnight on 31 January. You'll get an acknowledgment that HMRC has received the return.

Paper - If you send in a paper tax return, it must reach HMRC by midnight on 31 October.You should send the return back in the envelope provided or send it to the Tax Office shown on the front page of the form. You won't get a receipt if you send a paper tax return.

Avoiding common mistakes on the tax return

Sending a paper tax return:

• Ensure you sign and date it
• Check that you've completed and included any supplementary pages needed
• Add the correct tax reference number, if you downloaded the form
• Use the right form for the right tax year - don’t just alter the date on an old form
• Avoid putting notes on the return like 'information to follow'

Sending the tax return online:

• Know what your User ID and password is, don't leave it until the last minute to check
• Read any error messages, for example you may have used text or punctuation that aren't accepted
• Check through a printed copy of your tax return and the tax computation to make sure you have included all relevant information.