Review

InTime

Timesheets > Approved

Check timesheets are in and approved

Export

InTime

Timesheets > Export

Select payroll frequency and export (This will include timesheets and expenses)

?

Export

InTime

Notification bell

Wait for confirmation that all timesheets exported sucessfully

HMRC: CIS VerificationPayroll Update

InPay

Processes > HMRC SubmissionGenerate and send a new CIS Verification typeDPS

Apply your HMRC notifications (P6’s etc)

?

Payroll Update: Starter

InPay

Employee > Starter Declaration

Tick “no statement signed” if not received

?

Payroll Update: Ad hocLeaver

InPay

CIS Employee > AdjustmentsLeaver

Add any ad hoc (one off adjustments) - Example: Advance deduction

?

(Individuals) Remember to tick “Issue P45”

?

Payroll Update: Leaver

InPay

Payroll > Update Leavers

[Optional] Bulk update workers as leavers based on last pay period

?

Review

InPay

Reports > Standard Reports:

1. Category: Employee| Report: Employee Notes

2. Category: Employee | Report: Exceptions New

3. Category: Pay | Report: Pay Summary Detailed Category: Employee | Report: CIS Worker List

Here is a selection of the most common reports used to review payrolls:

• A report summarising all employee notes entered

• Reports on exceptions configure through COMPANY > GENERAL

• A gross to net report containing totals of payments and deductions madeContains a list of CIS workers, their current deduction status, UTR and verification number.

?

Payroll: HMRC

InPay

Processes > HMRC Submission:

Submit your CIS monthly return (once per month)

?

Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

?

CIS Deduction Sync

InTime

Settings: InPay Settings > Synchronise payslips

Update InTime timesheets with CIS deduction values

to include details of deductions to be applied to the self-bill invoices.

InTime: Self-Bill generation

InTime

Pay > Generate Invoices

Generate your CIS IR35 deemed payroll self-bill purchase invoices (You can isolate CIS IR35 deemed payroll timesheets by using the payroll filter under the “Advanced” tab).

?

InTime: Self-Bill delivery

InTime

Pay > List invoices (sent status: No)

Click all undelivered purchase invoices (You can isolate CIS invoices IR35 deemed payroll timesheets by using the payroll filter under the “Advanced” tab”tab).

InTime: BACs

InTime

Pay > Generate Payments

Consolidate your purchase invoices in to a single payment batch (download and upload to your bank).

[Optional] Deliver remittance advices created by the payment batch.

?