Use this tab to specify the government gateway parameters for the selected template. These details are used by the system when you transfer your year end P14 and P35 information.
Credentials
Username
Type the username supplied to you by HMRC.
Password
Type the password supplied to you by HMRC.
Vendor ID
Type 1328, the code that identifies Jane Systems Ltd as the vendor. This tells HMRC that the data transmitted has been prepared by a system created by Jane Systems Ltd.
IR Reference
This field is for future use. Leave it blank.
Tax Office
If the following fields are left blank, for the submission process the system attempts to use the information recorded in the payroll module definitions, on Payroll > Module Setup > Module Definitions > References. You must record these details somewhere, either in the payroll module definitions or for each template.
Number
Type the reference of the tax district of your organization.
Reference
Type the allocated tax reference of your organization.
Accounts
This is your 13 character HMRC accounts office reference and is included in the RTI submission files.
Balances
Sub Contractors Tax
Optional. Type the amount of subcontractor’s tax to be declared on the Internet P35 file.
Remaining to Pay
Type the value of any tax that has not been paid to HMRC at the time of submission of the Internet return.
Default Currency
Type the following for Pound Sterling:
GBP
Check List
The checklist items indicate which items are included in the transmission. Select all those that apply for your organization.
End Of Year Summary
Free Of Tax Payments
Expenses Or Benefits
Employees Out of UK
INCLUDED
Employees Pay To 3rd Party
Service Payments
INCLUDED
Declaration
P11D
P38A
For information about the details you enter on the Contact tab, click here.