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- Categorise your contractors correctly. You should contact HMRC if you are uncertain on a workers status. If you require specialised advice please contact the Business Development team who can put you in touch with Baker Tilly's Employment Consulting Group.
- Capture the mandatory contractor information
- Mark contractor invoices as paid in a timely manner. If you are using the Payments Module the payment date will automatically be set when generate the payment file. If you are not using the InTime payment module then you will need to manually mark invoices as paid from the relevant invoice search screen.
- Regularly check the validation report to ensure that you have captured the mandatory information.
If you supply contractors to an intermediary then you can mark that InTime Client as an intermediary. The intermediary report can be run for each client who is marked as an intermediary OR you run the report for all standard, i.e. not intermediary, clients. While InTime allows you to produce a report for an Intermediary, it is your responsibility to cover off and data protection issues with both your client and contractors before sending this data to another party.
Contractor Details Changes
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InTime will not enforce entry of these items even though they are mandatory in the report. This limits the amount of information that must be captured up-front.
Clients who are Intermediaries
If you have a client who you wish to treat as an intermediary, you should edit the client and tick the intermediary tickbox as shown below.
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
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XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Validating and Running the Report
To produce the report to be uploaded to the Government Gateway, navigate to the Employment Intermediary Report section. An example of this page is shown in the image below
XXXXX Update XXXXXXXXXXXXXXx
It can be seen that the report is run on a quarterly basis. The period drop-down allows you to select the current quarter and four previous quarters. XXXX The Intermediary Drop-Down XXXXX allows you to choose whether you are producing the report for a specific intermediary or for all standard, i.e. non intermediary, clients.
Before downloading the report you must run the validation. In the example above InTime has responded with three validation messages. The first two validation messages are shown as errors since mandatory information is missing. This would cause a validation error when the file is uploaded to HMRC although you should still be able to submit the file.
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