Get Data From HMRC
Get Data From HMRC Once the HMRC Data Setting has been successfully set up, you will then be able to use the Get Data From HMRC option. This will pull through any data such as Employment Income, Pensions, Annuities, Benefits in Kind and any other ...
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Setting up Payroll frequencies
You are able to set up payroll frequencies first at a company level (this is the company standard an employer offers it’s employees) and can then be further broken down to an individual employee level (for employees who are on different payroll ...
Filing CIS suffered to HMRC
Linking CIS deductions to Payroll: 1. Go to the Payroll dashboard, click on the Edit Company button ad then go to the Company Details section under Payroll Details and then select Yes for the Registered for CIS field. 2. Select either Link (link ...
Importing data from the Tax Questionnaire into the tax return
Once you have received a response for a client’s Tax Questionnaire you will then be able to import that data into the tax return that you will be submitting for them. Go to the Agent Self-Assessment dashboard, scroll down to the table that shows ...