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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 and set the Transmission Mode to Live Mode.
The Test Mode should only be used when setting up the system, this mode allows a test submission to be made which will ensure that HMRC can receive files from PTP Tax Platform and that the information sent back in response can be read via PTP.
Click the Cross icon located in the top-right corner to close the screen.
Open PTP Tax Platform.
Click FBI 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.
Select the Send box located to the left of the required client to access the FBI attachments screen.
If Capital Gains supplementary pages are being submitted the capital gains schedules are automatically attached to the Electronic Tax Return provided the Supporting Schedules option is ticked.
Additional files can be submitted along with the Tax Return by selecting the Add Attachments option.
Any additional files must be in PDF format.
Click OK to continue.
Within the FBI Status screen, click Prepare FBI Files.
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 client’s 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 and 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 Submit Returns by FBI.
Select the Local Area Network (LAN) option then click Connect
This is the point at which the Tax Return is actually submitted to HMRC.
Set the FBI Status to Returns transmitted awaiting Revenue acceptance and click the Collect Responses option.
Select the Local Area Network (LAN) option and click Connect.
The Tax Return will display below one of the remaining two FBI status options:
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.