All things Intermediary reporting here
Pay and bill
The following page is for RSM Pay and bill clients only. For software only clients, please visit our maintaining contractors page here
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What is the employment intermediary reporting?
Agencies must make quarterly returns to HMRC giving details of all workers they do not pay through a PAYE/NIC scheme. The return is a report (or reports) that must be sent to HMRC at least once every 3 months. For more information please visit:
Do RSM submit the reports on my behalf?
Employment intermediary submissions to HMRC is an additional service we can provide. To activate this service or to learn more about your return requirements, please consult with your accounts contact.
Intime validation tool
The Intime validation tool checks the data of each applicable worker to ensure all required fields by HMRC are complete. Workers with missing data will be highlighted for easy reference.
From the menu bar, click Reports > Employment Intermediaries Report.
Select the relevant reporting period.
Click Run Validation.
A list of workers with descriptions of the missing data will be generated.
EIR Validation tool
The validation tool should be run by you every few weeks to ensure the data held in Intime is up-to-date.
Using the correct engagement type
When setting up the worker's record you must ensure you select the correct 'Engagement Type', please refer to HMRC Intermediary website for further details on setting the appropriate value.
The engagement type letter represents the classification of the worker's relationship with you, which determines how their employment status is reported to HMRC.
Engagement type values
Code | Engagement Type |
|---|---|
A | Self-employed contractor |
B | Partnership |
C | Limited Liability Partnership |
D | Limited Company |
E | Non-UK Engagement |
F | Another Party Operated PAYE on the Worker's Payment. |
Z | Out of the HMRC Employment Intermediaries Scope. |