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Adding a New Umbrella To RSM InTime

What do I need to do to set up an umbrella?

You will need to add the umbrella to InTime.

How do I add the umbrella to InTime?

Prior to entering a new umbrella, you should ensure that you have the following details to hand:

• Company Name

• Company Number

• Company Sales VAT Number

• Company VAT status

• Company Address

• Company Bank Details (We can only make payments direct to a UK bank account, please contact us for details on making payments to a foreign account)

Step by step instructions

1. Navigate to Profiles > Umbrellas. 

2. Click on the "Create" button located at the top right hand corner of the page.

3. Enter the above noted umbrella details in to the appropriate fields.

4. Click "Save" located at the foot of the current page. RSM InTime will check for any missing or incorrectly entered data and will highlight the field red.

Do we need to provide you with any of the umbrella company’s documentation?

You do not require to send us any documentation for umbrella companies.

Self-Bill and Remittances

What is self-billing?

Self-billing is an agreement between you (The Customer) and the umbrella company (The Supplier).  We will prepare an invoice on behalf of your worker and send it to the umbrella company with each payment.  It means your umbrella company does not need to provide you with an invoice in order to be paid.  The timesheet(s) will be processed and an invoice will be sent to the umbrella company together with payment.

What if my umbrella company wants to continue to still send invoices?

We will process all payments using the self-billing method. If an umbrella company still wishes to opt out, we suggest that they produce their own invoice but do not send it to us; instead attach it to the self-bill invoice we provide.

When will my umbrella company receive a copy of the self-bill/remittance?

These are usually emailed the day before payment is due in to the umbrella bank account.  For example, we would email the self-bill/remittances by close of business on a Thursday for payment on Friday.

What do the self-bill invoices/remittances look like?

A copy of our standard self-bill/remittance can be viewed below.  The format for this cannot be amended.

Click to enlarge

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Employment Intermediary Report

What is the employment intermediary report requirements?

If you are registered as an intermediary, payment details of all workers not paid through a Pay As You Earn (PAYE) scheme must be reported to HMRC at least once every 3 months.  For more information about employment intermediary, please visit our help page here.

What is the Engagement Type?

When submitting your intermediary report, you must provide a reason why you didn’t operate PAYE on the worker’s payments. HMRC require you to select from one of the following categories. If more than one option applies to a worker, select the one that best describes why PAYE wasn’t operated for the engagement.

• ‘A’ is a self-employed contractor, like a sole trader

• ‘B’ is a self-employed contractor from a partnership

• ‘C’ is a self-employed contractor from a limited liability partnership

• ‘D’ is a worker from a limited company including personal service companies

• ‘E’ is a non-UK engagement for a worker supplied from a company, partnership or person from outside the UK

• ‘F’ is another party operated Pay As You Earn (PAYE) on the worker’s payments

Who submits the intermediary report to HMRC for my Agency?

We can submit the returns on your behalf as an additional service.  If we do not currently submit these for you, please contact us to activate the service.  Otherwise, you are responsible for generating and submitting the report.  More information about submitting the report can be found on our Employment Intermediary help page here.  If you are unsure if we provide this service for you, please contact us.

What will happen if I do not submit a return?

You must submit your report by each reporting period's deadline or you may receive a penalty.