PAYE & CIS Manual
Contents
1. Populate the CIS300 data from your system into the downloaded spreadsheet Refer to the instructions provided if you are unsure of any field This can be done off line so after downloading the spreadsheets and help files you can log out from eFileReady You do not need to be logged in to eFileReady to enter data into the spreadsheets X Microsoft Excel CISRet_Contractor xls E He fe O o xli i File Edit view Insert Format Tools Data Window Help lal xi Par G f Favorites Go lel E CIS300 CISRet_Contractor xls 2008 05 05 Agent 7325648155 123PP87654321 l4 4 gt pi Sheet1 Sheet2 Sheet3 lal D Ready I mj Nm T TT Cg Fig 3 1 Populate your data into the downloaded spreadsheet Now save your data in the spreadsheet in a CSV format Intersoftware Solutions Limited Page 13 of 34 EfileReady User Manual How EfileReady Works Save As sen foam JAA File name cIsRet_Contractor csv 7 CS Comma delimited cs E Microsoft Excel 5 0 95 Workbook xIs Microsoft Excel a7 S 5 0 95 Workbook xls t xls Microsoft Excel 3 0 Worksheet xIs j Fig 3 2 Save the spreadsheet as a CSV file Intersoftware Solutions Limited Page 14 of 34 EfileReady User Manual How EfileReady Works Step 4 Upload your data to eFileReady Sign in to WWW EFILEREADY COM Select Upload Data File from the Tasking Zone menu an2. If you are a system administrator and wish to allow other people in your organisation to have access to the e filing service please follow the steps detailed below In the Tasking Zone menu click on Employer Contractor then further select the sub menu Employer Contractor Details Click on the View Edit button for Additional User Details then click on the Add New User button For more details please refer to the eFileReady Sign Up Sign In manual Additional System User Details Add New User lt Back Internet A c Status User N System User Sign In i System User Forget Sign In m E nit EGNE Sign In ID LogBook Enable confirm Access Rights Details arienk Disable Details vi A Right R d Detail View Edit connen sean ETEST7025901 iew S Confirm ccess Rights esend Details jew i Douglas Kirk ETEST7036411 View 4 Confirm Access Rights Resend Details View Edit Roberts Julia ETEST7039351 View of Confirm Access Rights Resend Details View Edit Connery Sean ETEST 7077723 View WA Confirm Access Rights Resend Details View Edit Grant Hugh ETEST7030700 View 4 Confirm Access Rights Resend Details View Edit Page 1 of 1 b Go to Page Add New User lt Back Fig 1 2 Add Additional Users Intersoftware Solutions Limited Page 7 of 34 EfileReady User Manual How EfileReady Works Sign In You must sign in each time you need to e file For more
3. Address for GFF Users View Edit Client Internet Afc Manage If you wish to switch to any other function please click on the above Tasking Zone button Click for a a DEMO Fig 7 1 Click on the Additional User Details button Intersoftware Solutions Limited Page 32 of 34 EfileReady User Manual How EfileReady Works Additional System User Details Add New User lt Back Internet A c Status En Ua Marte System User Sign In f ee System User Forget Sign In IE Syst i Enable i ils Sign In ID Log Book Bice Confirm Access Rights Details Details tonnag gadi ETEST7025901 View y Confirm Accessinights Resend Details Mew Edit Douglas Kirk ETEST7036411 View Fa Confirm Access Rights Resend Details View Edit Roberts Julia ETEST7039351 View ao Confirm Access Rights Resend Details View Edit Connery Sean ETEST 7077723 View WA Confirm Access Rights Resend Details View Edit Grant Hugh ETEST7030700 View g Confirm Access Rights Resend Details View Edit d Previo Page 1 of 1 N b Go to Page v Add New User lt Back Fig 7 2 Click on Add New User On this screen as well as adding new users you can also control the access rights of your existing additional users send them reminders of their sign in details should they ever forget them and even view a log of their previous sign ins Add New System User Cancel Save Add N
4. Print Report lt Back Fig 4 5 CSV Data Validation Error Report Intersoftware Solutions Limited Page 19 of 34 EfileReady User Manual How EfileReady Works Step 5 E Filing your data To e file the uploaded data directly to HMRC select E filing from the Tasking Zone then select the appropriate sub menu _ Employer Contractor gt m Download Spreadsheet gt 4 Upload Data gt E Filing v DPS 4 Reports 4 4 Others 4 i E File PAYE RTI EAS FPS EPS NYR E File PAYE P14 P45 P46 P11D etc Employer Details i fi E File CIS 300 amp CIS verification Request 3 a ment E File Pension Scheme amp Others iai Demo C HSBC 42 E File VAT 100 amp VAT 101 cern lyon 77 Lucky Street Network Hous E File HMRC CT amp ixBRL Accounts Tel No 012345 E t E File Co House XBRL Accounts E File Co House Secretarial Forms Employer s PAYE Ref 999 P999 Accounts Office Ref 999PC999 Employer Contact Details View Edit E Filing Credentials Setup View Edit System Administrator Details View Edit Additional User Details View Edit Support Request Enable Employer Address for GFF Users View Edit Client Internet Afc Manage If you wish to switch to any other function please click on the above Tasking Zone button Click for a DEMO Fig 5 1 Click on the E Filing sub menu Intersoftware Solutions Limited Page 20 of 34 EfileReady Use
5. amp eFileReady com ah User Manual How does E filing Work PAYE and CIS Returns Copyright Intersoftware Solutions Limited Table of Contents Key Summary of the E filing Process 0 0 ccc eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 1 Step 1 Sign Up SiQmiivicclececesecsccinvecedavesicaccueteviseccesstecesedesesesceedcestarescvceousiets 5 Sign UP iieiaeie ea eaa eE E aE EA Ea N aE EEE E NAA EEEN E NEN aR NAE 6 How to Appoint Additional Users cccccseeceeeeeeeeeeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeaaeeaea 7 Sigi VS seep 2 0s ede ba ewes eens eO EENE Aaa EEEE EREA 8 Step 2 Download Spreadsheet ccccsscceeeeesesseseeeeeseeeseeeeeesseeseeeeesseaaeeeees 9 Step 3 Populate your data into the spreadsheet cssscseeesssseeeeees 13 Step 4 Upload your data to eFileReady ccccceeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 15 Step 5 E File your data ccccccceeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeeeeeeeeeeeeeeseeaeeeseeaaees 20 Check your E filing Status sssini ennenkin aae ia ieran aai 27 Step 6 E Filing Multiple Company Details cccceeeeeeeeeeeeeeeeeeeeeeeees 29 Step 7 Appointing Additional Users ccceeeeeeeeeeeeeeeeeeeeeeeneeeeneaees 31 i eFileReady com ee Key Summary of the E Filing Process This summary shows you the steps involved to e file your data Whatever you are e filing the steps involved are the same e CIS300 CIS Subcontractor verifications e P
6. and are ISO 9001 and ISO 27001 iXBRL Afc and CT Test accredited We take our clients data security as a top priority and your data confidentiality is assured Free Training Demo Click here for RTI cis VAT Pension Scheme iXBRL AIC E Filing E Filing E Filing E Filing Test In Live RTI amp Other E Filing Tests CT and iXBRL Account iXBRL Account Company Secretarial Company 4 E Filing to HMRC E Filing to CH Services Incorporation en y RTI amp Other E Filing Tests Fig 1 3 Home Page Sign In Intersoftware Solutions Limited Page 8 of 34 EfileReady User Manual How EfileReady Works Step 2 Download Spreadsheet Download the CIS300 spreadsheet or any other document spreadsheet as required to your local system _ Employer Contractor gt Download Spreadsheet v Upload Data gt E Filing 4 DPS 4 4 Reports 4 Others 4 L Important Notice Employer Details Download RTI Local App PAYE RTI FPS EAS EPS NYR Template Download Advertise ment PAYE P14 P45 P46 P11D etc Template Download H SB C lt p gt CIS 300 amp CIS Verification Template Download The world s local bank 777 Lucky Stree Pension Scheme amp Others Template Download ted Kingdom y eReports P45 Part 1 P60 Template Download ePayslip Template Download Employe VAT 100 amp VAT 101 Template Download ccounts Office Ref 999P C999 HMRC CT amp iXBRL Ac
7. details please refer to our separate eFileReady Sign Up Sign In manual ee FileReady com The First Company to have Gained HMRC RTI Recognition R T I RTI Pilot Members have Test Used It Successfully eReturns Ready Click here for more 5 Compatible with all ERP amp Payroll Solutions listed below Sign Up Wide eFileReady is an e filing specialist providing an exceptionally user friendly and cost effective e filing system allowing you to e file every document you need to HMRC and Companies House CH Whether you are making eReturns for RTI payroll ixBRL Accounts Product Range Prices CIS VAT or Pension etc our system will help you to complete them with ease For more than eight years we have successfully served many household name companies enabling E Mail to a friend them to send their various eReturns to HMRC and CH We can eliminate any worries you may have regarding XML or IXBRL data interchange complications as our intelligent auto User Manual data conversion engine does all the work for you eReceipts is also one of the services in the e Filing package we provide Here eFileReady s Feedback intelligent data converter will automatically convert any notices such as P6 P9 SL1 SL2 RTI NINO Notice etc from HMRC into easy to read PDF s and easy to handle CSV files RTI amp Other E Filing Test Many customers have used our system for auto tax code updates eFileReady s services are certified by HMRC and CH
8. use the E Fileready s Agent ID and Password to E File your CIS300 monthly returns To use this option please select would like to use eFileReady s Agent credentials for my E Filing option Please note this default setting DOES NOT allow you to E File your CIS Verifications If you wish to conduct CIS Verifications you need to apply to the HMRC for your own User ID and Password CIS Verification Request E Filing Setup CIS Verification Request E Filing Setup E lt Back Employer s Contractor s E Filing Details Edit HMRC User ID 611J5Q12ABVBC HMRC Password iittala O I am an EMPLOYER CONTRACTOR If you are an employer Contractor and have your own HMRC User ID and Password you can use these to E File your Verification Requests to HMRC To set up your E Filing details click on the Edit button then enter your HMRC ID and Password and click on Save You can then easily E File your CIS verification requests to HMRC To apply for a HMRC E Filing User ID and Password please click here I am an AGENT BUREAU If you are an Agent Bureau acting on behalf of a CIS Contractor Employer client you can use your HMRC Agent User ID and Password for your client s CIS Verification Requests To set up your E Filing details click on the Edit button then enter your Agent HMRC ID and Password and click on Save You can then easily E File your client s Verification Requests to HMRC To register as an CIS Agent p
9. AY 2014 05 04 14 to 05 05 14 No of Subcontractor 86 Subcontractors HMRC Reference Correlation ID OFF3EA4E1DE2425CAF1C86B6844C5982 E Filing of CIS 300 Monthly Return is INITIATED The Internet E Filing of your CIS 300 Monthly Return Data to HMRC is INITIATED Please come back again later and click on the E Filing Status button in the Tasking Zone to check the status of your E Filing submission Ai Click here to view the Click on the button above to view the status of your E Filed documents Follow the instructions below to check the latest E Filed Status of this E Filed document Click on E Filing Status on the Tasking Zone Click on the appropriate E File Document and Status menu item Click on CIS 300 Monthly Return E Filed Status under Status of E Filing section 9 To continue with other tasks please click on appropriate button at the above Tasking zone buttons vem Fig 5 7 E Filing process initiated Intersoftware Solutions Limited Page 26 of 34 EfileReady User Manual How EfileReady Works Check your E filing Status Click on E filing in the Tasking Zone to check the status of your e filing If the status is shown as Completed this means the HMRC have received and accepted your e filed submission You can then print your e filing Certificate as proof of your e filing for your records F eee CIS 300 Monthly Return E Filed S
10. AYE P14 P35 P45 etc data Sign Up Sign In Download the given spreadsheet template from our website Populate the data from your system into the given spreadsheet Assign a file name to the spreadsheet and save it ina CSV file format Sign in to the website and select Upload CSV File from the top menu bar Click on the Browse button to find the CSV file that you just assigned a name to and then upload that CSV file E file the uploaded file by clicking on E File Now or amend the file based on the error report we have given you and then upload the file again Step 8 Print the E filing Certificate and view reports More information about each of the steps is detailed below Support Email Kevin Munn efileready com Tel 020 8452 9516 EfileReady User Manual How EfileReady Works How Does www EfileReady com E filing Work START Step 1 Sign Up Sign In Sign Up Process If you have not yet got an accountto sign into simply go to www efileready com and click on Sign Up to create one now It is very easy to do as easy as signing up to Have you got hotmail or yahoo mail or Google mail etc an account to sign in to Note if you are an additional user of an organisation which has already signed up with us you must sign up froma link given to you by your organisation You should not sign up a fresh account other than from the given sign up link Sign In You must sign in each time you need to e file A
11. ase select one ofthe following to setup E filing credentials 7 HMRC CT amp iXBRL Accounts HMRC RTIEAS FPS EPS NVR t Companies House l2 DPS P6 P9 SL1 SL2 NINo amp RTI VAT 100 amp VAT 101 2 CIS 300 Pension Scheme 2 CIS Verification Request 1 P11D b P11D PSD P46 Car t By default E Fileready sets up E Fileready s Agent ID and Password for you to E File your returns If you wish to switch to any other function please click on the above Tasking Zone button Click for a EJ DEMO Fig 6 0 E Filing Setup Intersoftware Solutions Limited Page 29 of 34 EfileReady User Manual How EfileReady Works CIS 300 E Filing Setup CIS 300 E Filing Setup lt Back Employer s Contractor s E Filing Details Edit HMRC User ID 611J5Q1 2ABVBC HMRC Password i I would like to use eFileReady s Agent credentials for my E Filing By default E Fileready has set up E Fileready s Agent ID and Password ready for you to use to E File your CIS300 monthly returns Please note this default setting DOES NOT allow you to E File your CIS Verifications If you wish to conduct CIS Verifications you need to apply to the HMRC for your own User ID and Password To apply for your own HMRC E Filing User ID and Password please click here G I am an EMPLOYER CONTRACTOR If you are an employer Contractor and have your own HMRC User ID and Password you can use these to E Fil
12. counts Template Download Employer Cor Co House ixBRL Accounts Template Download Filing Credentials Setup Views Edit System Administr Co House Secretarial Service Web based Additional User Details View Edit Support Request Enable Employer Address for GFF Users View Edit Client Internet Ac Manage If you wish to switch to any other function please click on the above Tasking Zone button Click for a 2 DEMO Fig 2 1 Go to Download Spreadsheet in the Tasking Zone then click on the appropriate sub menu Intersoftware Solutions Limited Page 9 of 34 EfileReady User Manual How EfileReady Works CIS 300 CIS Verification Request Spreadsheets Download CIS Spreadsheet CSV Formats gt X7 Please click on the appropriate form to download the respective spreadsheet to your system Download Spreadsheet CIS 300 Monthly Return 4 Download Spreadsheet CIS verification Request D Download Efileready User Manual Fig 2 2 Click on the required spreadsheet Intersoftware Solutions Limited Page 10 of 34 EfileReady User Manual How EfileReady Works Download CIS 300 Monthly Return Spreadsheet Read Me First lt Back Download CIS 300 Spreadsheet without eStatement 2 Files we have introduced a FREE eStatement service in the system If you wish to use the eStatement function you need to download the new spreadsheet files which can be found in our spreadsheet
13. d then further select CIS 300 amp CIS Verification Upload Employer Contractor gt Download Spreadsheet gt a Upload Data v H E Filing 4 4 DPS 4 4 Reports 4 4 Others 4 g PAYE RTI EAS FPS EPS NVR Upload Employer Details I gt PAYE P14 P45 P46 P11D etc Upload P6 P9 SL1 Notice Pension Scheme amp Others Upload borid s local bank 777 Lucky Street Network House Boston Cou eReports P45 Part 1 P60 Upload Tel No 012345 6789 FaxNo 7 E Mail Website_5PaYslip Upload VAT 100 amp VAT 101 Upload HMRC CT amp iXBRL Accounts Upload g Co House ixBRL Accounts Upload Employer Contact Details View Edi Co House Secretarial Service Web based View Edit System Administrator Details View Edi Comparative iXBRL Accounts Upload View Edit Support Request Enable Employer Address for GFF Users view Edit Client Internet Afc Manage If you wish to switch to any other function please click on the above Tasking Zone button Click for a DEMO Fig 4 1 Click on the Upload Data File sub menu Intersoftware Solutions Limited Page 15 of 34 EfileReady User Manual How EfileReady Works Upload CIS CSV Files and Status ia Upload CIS CSV File Please click on an option below to upload your data ae Upload CIS Verification Request CSY File A Upload CIS 300 Nil Return CS File Status of Uploading Please click on an option below CIS 300 Mon
14. download section option 2 or 3 If you do not wish to use the eStatement function you can continue to download the current spreadsheets files Option 1 is for current users without the eStatement function gt Always download and read the instructions before you populate your data into the spreadsheet Download Download Instruction for CIS 300 Monthly Return CIS 300 Monthly Return Spreadsheet document Spreadsheet Contractor Contractor Download Download Instruction for CIS 300 Monthly Return CIS 300 Monthly Return Spreadsheet document Spreadsheet Subcontractor Subcontractor Once downloaded you should enter your data into the Spreadsheet and save it in a CSV format Then select Upload CS Data from the Tasking Zone to save the spreadsheet back to our server in a CSV format ready for E Filing lt Back Fig 2 3 Click to download the required spreadsheet Note Full instructions for entering your data in the spreadsheet are provided and can be downloaded We recommend you read these instructions before filling in the actual spreadsheet Intersoftware Solutions Limited Page 11 of 34 EfileReady User Manual How EfileReady Works File Download Fig 2 4 Download and Save the spreadsheet to your local system Intersoftware Solutions Limited Page 12 of 34 EfileReady User Manual How EfileReady Works Step 3 Populate your data into the spreadsheet
15. e your CIS returns to HMRC To set up your E Filing details click on the Edit button then enter your HMRC ID and Password and click on Save You can then easily E File your CIS300 monthly returns to HMRC To apply for your own HMRC E Filing User ID and Password please click here C I am an AGENT BUREAU If you are an Agent Bureau acting on behalf of a CIS Contractor Employer client you can use your HMRC Agent User ID and Password for CIS E Filing To set up your E Filing details click on the Edit button then enter your Agent HMRC ID and Password and click on Save You can then easily E File your client s CIS300 monthly returns to HMRC To register as an CIS Agent please click here lt Back Fig 6 1 Select and enter your Employer Agent HMRC User ID amp Password If you are an employer Contractor and have your own HMRC User ID and Password select am an Employer Contractor option Please enter your HMRC User ID and Password to efile your CIS 300 returns to HMRC If you are an Agent Bureau acting on behalf of a CIS Contractor Employer client select am an Agent Bureau option and enter your HMRC Agent User ID and Password for CIS E Filing Intersoftware Solutions Limited Page 30 of 34 EfileReady User Manual How EfileReady Works Please note to efile the CIS 300 returns as an Agent you should have registered as an CIS Agent with HMRC If you do not have the HMRC User ID and Password you can
16. ensure you have the following details to hand They will need to be entered to complete the sign up Accounts Office Reference and PAYE Reference Number optional All employers who register with the HMRC are issued with an Accounts Office Reference and a PAYE Reference Number They can be found on any documents or correspondence received from your tax office For example on your yellow paying in book and your P35 form This sign up process is carried out only once Intersoftware Solutions Limited Page 5of 34 EfileReady User Manual How EfileReady Works SE FileReady com C acti The First Company to have Gained HMRC RTI Recognition RTI Pilot Members have Test Used It Successfully About Us RTI eReturns Ready Click here for more Compatible with all ERP amp Payroll Solutions listed below eFileReady is an e filing specialist providing an exceptionally user friendly and cost effective e filing system allowing you to e file every document you need to HMRC and Companies House CH Whether you are making eReturns for RTI payroll iXBRL Accounts Prices CIS VAT or Pension etc our system will help you to complete them with ease For more than eight years we have successfully served many household name companies enabling them to send their various eReturns to HMRC and CH We can eliminate any worries you may have regarding XML or IXBRL data interchange complications as our intelligent auto data conve
17. ew System User required fields z System User s Email to E user democo com Retype System User s Email user democo com System User s Title Mr v System User s Surname Coney sid System User s Forename Sen O O System User s Second Forename System User s Address 2 i SUC d Town City London sis County E Post Code NWITIP e Country Please select here Mi System User s Tel No 021939219 System User s Mobile No Cancel Save Fig 7 3 Enter the details of your Additional User Intersoftware Solutions Limited Page 33 of 34 eFileReady com ee Other E Filing Services Automated E filing to the HMRC at anytime over the Internet E filing of CIS 300 Monthly Returns Verification of Sub Contractors Tax Status E filing of Pension VAT and other returns Data Provisioning Services DPS Downloading E filing of P11D P11D B P46 CAR E Filing of CT and iXBRL Accounts to HMRC E Filing of Companies House iXBRL Accounts E Filing of Companies House Secretarial forms E Filing of Companies House Incorporation forms 0 E Filing RTI Returns EAS FFPS FPS EPS NVR 1 2 3 4 5 6 7 8 9 1 Click here to log on to _www eFileReady com For more information about our products and services please contact our Support Team Support Email Kevin Munn eFileReady com Tel 020 8452 9516
18. fter signing in click on the yellow button in order to get to the page where you can see the Tasking Zone menu bar which runs across the top of the page Step 2 Download the given spreadsheet template from our website after signing in Step 3 Populate the data from your system into the given spreadsheet Step 4 Assign a file name to the spreadsheet and save it in a CSV file format Step 5 Sign in to the website and select Upload CSV File from the top menu bar Step 6 Click on the Browse button to find the CSV file that you just assigned a name to and then upload that CSV file Check for errors in the uploaded CSV file Errors found Amend the errors as indicated in the report Step 7 E file the uploaded file by clicking on Live E Filing or amend the file based on the error report we have given you and then upload the file again Step 8 Print the E filing Certificate and view reports Intersoftware Solutions Limited Page 4of 34 EfileReady User Manual How EfileReady Works The following steps explain how you can use www efileready com to e file your returns Step 1 Sign Up Sign In Sign Up If you have not yet got an account to sign in to simply go to www efileready com and click on Sign Up to create one now It is very easy to do as easy as signing up to an email account such as hotmail yahoo mail or Google mail etc Before you start the sign up process please
19. ld double check to ensure that the data you have uploaded is correct If it is correct select those details you wish to e file by ticking the appropriate tick boxes then click on the E file Now button Intersoftware Solutions Limited Page 22 of 34 EfileReady User Manual How EfileReady Works Contractor s Declaration 24 Cancel Continue gt Contractor s Declaration Tax Month End Date 05 MAY 2014 05 04 2014 to 05 05 2014 NOTE Please check that you have entered your E Filing Setup details correctly i e ensure that you have selected either Contractor or Agent as appropriate and that your E Filing User ID and Password are both entered and up to date DECLARATION hereby confirm that have checked through all the HMRC documents and records consisting of CIS 300 Monthly Return CSV Data for my contractor and to the best of my knowledge and belief these records are fully and truly stated Your Personal Name Robert Redford Your Acting Capacity Contractor kd Enter User Sign In Password aaa i gt i eFileready Sign In Password E Date and Time 14 05 2014 11 54 58 Fig 5 4 Enter your details on the Declaration page Intersoftware Solutions Limited Page 23 of 34 EfileReady User Manual How EfileReady Works E File CIS 300 Monthly Return Data CIS 300 Monthly Return Data E Filing Click on the above round button for LIVE E Filing of CIS300 Monthl
20. lease click here lt Back Fig 6 2 Select and enter your Employer Agent HMRC User ID amp Password If you are an employer Contractor and have your own HMRC User ID and Password select am an Employer Contractor option Please enter your HMRC User ID and Password to efile your Verification Requests to HMRC If you are an Agent Bureau acting on behalf of a CIS Contractor Employer client select am an Agent Bureau option and enter your HMRC Agent User ID and Password for your client s CIS Verification Requests Intersoftware Solutions Limited Page 31 of 34 EfileReady User Manual How EfileReady Works Step 7 Appointing Additional Users If you wish to allow additional users to access your eFileReady account in the Tasking Zone menu click on Employer Contractor further select the sub menu Employer Contractor Details Click on the View Edit button for Additional User Details then click on the Add New User button and enter the requested details Employer Details ent Demo Company Ltd HSBC lt gt 777 Lucky Street Network House Boston County BR5 6BP United Kingdom Tel No 0123456789 Fax No 0123456789 E Mail Website Employer s PAYE Ref 999 i P999 Accounts Office Ref 999PC999 Employer Contact Details View Edit E Filing Credentials Setup View Edit System Administrator Details View Edit Additional User Details View Edit Support Request Enable Employer
21. ng Page Reports Page Note Before the files are e filed to the HMRC you must check to ensure that the data in the files is correct If there is any discrepancy between the original data in the file which you selected to upload and the data in the uploaded file you must not e file the file and should notify EfileReady immediately Fig 4 4 CSV Data Upload Report Intersoftware Solutions Limited Page 18 of 34 EfileReady User Manual How EfileReady Works If errors are found an Error Report will be displayed on screen You should amend the errors as indicated and then start the process again from Step 3 CIS300 Monthly Return Details K Print Report lt Back User CSV File Ref CIS300002 Batch Ref A4A000006 am CSV Data Validation Error Report Please fix the errors on your CIS300 Monthly Return spreadsheet and upload again Error found in Contractor CIS300 CSV file 1 Line 3 Column M1 gt gt 2007 13 04 Invalid Date field format 2 Line 3 Column M3 gt 727325648155 Invalid mandatory field value 3 Line 3 Column M4 gt 90123PP87654320001 Invalid mandatory field value 4 Line 3 Column M7 Invalid mandatory field value Error found in Subcontractor CIS300 CSV file 1 Line 3 Column N2 gt gt 9876543212334234324 Maximum length exceeded 2 Line 3 Column N11 gt gt YHJ89753000J Maximum length exceeded 3 Line 4 Column N7 gt gt 4 Either Individual or Trading Name should be present
22. ongratulations Your CIS 300 Monthly Return document has been successfully E Filed by Internet to the HM Revenue amp Customs CIS 300 Monthly Return E Filed 86 Subcontractors Submitter Name Demo Contractor Limited HMRC Accounts Office Ref 123PP87654321 Inhouse Tracking Reference AAAD1 98367 HMRC Reference Correlation ID OFF3EA4E1DE2425CAF1C86B6844C5982 Submission Status Report SUBMITTED SUCCESSFULLY HMRC Digital Receipt IRmark The Inland Revenue has received the IR CIS CISSOOMR document ref O67 Y30456 at 2014 02 13T10 33 50 840 The associated IRmark was 5x4MUOG4PIDKKKJIGKKMFSX2UBMDSLGPR Ve advise you to keep this receipt in both electronic and hardcopy versions for your records You may wish to use them to identify your submission in the future Print Certificate lt Back Fig 5 9 E Filing Acceptance Certificate Intersoftware Solutions Limited Page 28 of 34 EfileReady User Manual How EfileReady Works Step 6 E Filing as an Agent Company Employer HMRC Credentials Set up If you are an agent pension scheme administrator company using our service you have to enter your Agent company details to file the returns online to HMRC To do this select Employer Contractor from the Tasking Zone menu further select the HMRC E File Credentials Setup then click on the appropriate link for E filing Setup E filing Credentials Setup ka lt Back E filing Credentials Setup Ple
23. r Manual How EfileReady Works E File CIS Uploaded Data and Status E File CIS Uploaded Data Please click on the document that you wish to E File to HMRC E File CIS 300 Monthly Return Uploaded Data E File CIS Verification Request Uploaded Data Status of E Filing Please click on an option below cls 300 Monthly Return E Filed Status cis verification Request E Filed Status Reinstate Suspended E Filed Data Please click on an option below Reinstate cls 300 Monthly Return E Filed Data Fig 5 2 Click on the appropriate E File Document link Intersoftware Solutions Limited Page 21 of 34 EfileReady User Manual How EfileReady Works i Go to Page 1 of 1 l bI Page v E File CIS 300 Monthly Return Uploaded Data pal lt Back a AT Select Tax Month Contractor User Own Total Upload E ee ere un PAYE Ref File Reference Subbies Status ara Bn 05 05 2014 Demo Contractor Limited 4325648151 O67 Y30456 CIS300005 86 Successful View Remove 05 05 2014 Demo Contractor Limited 2 2325648152 O67 V 30456 CIS300004 0 Successful View Remove 05 05 2014 Demo Contractor Limited 3 4325648151 O67 30456 CIS300003 50 Successful View Remove clS300002 50 Failed View Remove 05 05 2014 Contractor Name x 9625648152 067 Y30456 CIS300001 12 Successful View Remove cea Pere Now Fig 5 3 View the data to be E filed Before e filing your data to the HMRC you shou
24. rsion engine does all the work for you Sign In Product Range E Mail to a friend User Manual eReceipts is also one of the services in the e Filing package we provide Here eFileReady s Feedback intelligent data converter will automatically convert any notices such as P6 P9 SL1 SL2 RTI NINO Notice etc from HMRC into easy to read PDF s and easy to handle CSV files RTI amp Other E Filing Test Many customers have used our system for auto tax code updates eFileReady s services are certified by HMRC and CH and are ISO 9001 and ISO 27001 accredited We take our clients data security as a top priority and your data confidentiality is assured iXBRL A c and CT Test Free Training Demo Click here for RTI cis VAT Pension Scheme iXBRL AIC E Filing E Filing E Filing E Filing Test In Live RTI amp Other E F iling Tests CT and iXBRL Account iXBRL Account Company Secretarial Company we j E Filing to HMRC E Filing to CH Services Incorporation RTI amp Other E Filing Tests Fig 1 1 Home Page Sign Up Important Note to Additional Users if you are an additional user of an organisation which has already signed up with us you must sign up via a link emailed to you by your organisation s system administrator You should not sign up for a fresh account from our home page Intersoftware Solutions Limited Page 6 of 34 EfileReady User Manual How EfileReady Works How to Appoint Additional Users
25. tatus lt Back E Filed Tax Month Contractor yg Spa me bear Total HMRC E Filed ears E Filed action End date Name Subbies e Timestamp Status SE Details Ref File Ref Digital Receipt 05 05 2014 Demo 12367890 067 CI 3005 86 2014 05 COMPLETED View View Contractor Y30456 15 T03 30 66 056 Print Print fal Limited 05 05 2014 Demo 23248152 067 CIS3004 0 2014 05 COMPLETED View View Contractor Y30456 15 T07 18 53 276 Print Print A Limited 2 05 05 2014 Demo 43248151 0677 CIS3003 50 2014 05 COMPLETED View View Contractor Y30456 15 T12 25 13 456 Print Print a Limited 3 05 05 2014 Demo 43248151 067 CI83002 50 2014 05 AUTHENTICATION View Error View Remove Contractor Y30456 15 T12 25 16 321 FAILURE Print i Limited 3 05 05 2014 Demo 45648146 067 CIS3001 12 2014 05 COMPLETED View View Contractor Y30456 15 T1 2 25 71 7 235 Print Print x Go to q Previous Pagelofi Next p Page RA lt Back Fig 5 8 E Filing Status Intersoftware Solutions Limited Page 27 of 34 EfileReady User Manual How EfileReady Works CIS 300 Monthly Return E Filed Status p gt Print Certificate lt Back CIS 300 Monthly Return E Filed Certificate for Demo Contractor Limited UTR No 1234567890 PAYE Ref O67 30456 Tax Month End Date 05 MAY 2014 05 04 14 to 05 05 14 HMRC eTimestamp 2014 05 15710 34 31 111554 YYYY MM DDTHH MM SS 888 CIS 300 Monthly Return E Filed 86 Subcontractors C
26. thly Return Uploaded Data Status G CIS ventication Request Uploaded Data Status Fig 4 2 Click on the appropriate Upload CSV File link Pick up the CIS spreadsheet file you just saved in your local system by clicking on the Browse button in just the same way as you sign in to an e mail account and then go to your local system to pick up a file you prepared previously to attach to an e mail Intersoftware Solutions Limited Page 16 of 34 EfileReady User Manual How EfileReady Works Your own CSV File Reference is where you can enter a short description of the upload This can also include the date of submission Click on the Click to Upload CSV File button to upload the file to the efileready com server Upload CIS 300 Monthly Return CSV File lt Back Upload CIS 300 CSV File without eStatement 2 Files This upload is for existing eFileReady CIS users to upload their CIS300 monthly returns data using their existing spreadsheets CSV file for e filing to the HMRC If you do not wish to have the eStatement function you can continue to use your current spreadsheet CSV file as it is HMRC has not changed any of the C18300 e filing standards However we do encourage you to switch to the new spreadsheets CSY files with eStatement functions The eStatement function is FREE and has a lot of advantages Please click here to find out more Step 1 Please ensure that your CIS 300 data for
27. y Return Data Fig 5 5 Click on the E file Now button to e file your data to the HMRC Intersoftware Solutions Limited Page 24 of 34 EfileReady User Manual How EfileReady Works E File CIS 300 Monthly Return Data gt Please Wait 54 CIS 300 Monthly Return E Filing in Progress Please wait Company 1 ry Company1 AEA HMRC eFileReady Server 70 e ag Server Offiog gt __ a Company 2 CIS 300 Monthly XML format jm Returns saa lt 21fBmwYjsacOdrg gt _ ___ __ Company 4 ae ayo a Company 3 oT ml E Filing in progress Please wait until the E Filing process is INITIATED Please do not carry out any other processes in the application until the E Filing is Initiated Please Wait Fig 5 6 E Filing in progress The above diagram will be displayed as you data is being sent to the HMRC There may be a time delay before you receive a response from the HMRC especially at peak times During this time you can either carry out other processes in the system or sign out and sign back in later to check on the status of your e filing Intersoftware Solutions Limited Page 25 of 34 EfileReady User Manual How EfileReady Works CIS 300 Monthly Return E Filing Status CIS 300 Monthly Return E Filing INITIATED for Demo Company Limited UTR No 1234567890 PAYE Ref 0677 30456 Tax Month End Date 05 M
28. your monthly return e filing is in a CSY file format Step 2 Select Tax Year 2014 15 v ck r Click So Saeed endian Por 05 FEB 2014 06 01 14 t0 05 0214 V 7 Vio nto Reset if to select other tax month 4 Step 4 CONTRACTOR CIS 300 fais soloed Click Browse to Upload Contractor CSV file Step 5 SUBBIES CIS 300 No file selected Click Browse to Upload Subcontractor CSV file Step 6 Your Own File Reference optional e Warning Please note it will take about 3 minutes depending on the quantity of data to complete the uploading and validating process Please do not click on any Tasking Zone button during this time If you do the file upload will be aborted Fig 4 3 Browse to find the files in your local system and then upload Intersoftware Solutions Limited Page 17 of 34 EfileReady User Manual How EfileReady Works As you upload your CSV files our service instantly converts the files into XML and validates them against the HMRC provided SCHEMA and BUSINESS RULES ready for e filing If no errors are found in the uploaded data select E filing Status in the Tasking Zone to proceed on to e file the uploaded file CIS 300 Monthly Return CSV Data Upload Report Good News Your files have been successfully uploaded You can now go to the E Filing Tasking menu to E file the Uploaded Data You can also View Remove the uploaded data at the E Fili
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