< 2021 >

Agent E-Filing Details - View

Use

Our e-services enable you to E-File RTI such as the FPS, EPS, NVR directly to the HMRC. It further enables you to E-File your P11D / P11D(B), as well as the quarterly P46(car), to the HM Revenue & Customs. It also enables you to view your client's HMRC Data Provision Services (DPS) to receive Auto Tax Code updates, Notices and other HMRC E-Mails. In order to use any of these e-services you must be registered with the HMRC as an Agent for PAYE Online Services and must enter here the HMRC User ID, Password and Gateway Agent Identifier that the HMRC issued to you when you registered.

To enter or modify your HMRC agent details select the "I am an Agent/Bureau acting on behalf of an employer / contractor" option then click on the Edit button.

Path

Employer / Setup > Chart of Setup > E-Filing > E-Filing Setup > I am an AGENT / BUREAU

OR

Bureau Main Page > Admin Payrun > Enter > E-Filing > E-Filing Setup > I am an AGENT / BUREAU

OR

Multi-Sites Payroll Starter > Head Office Details > E-Filing > E-Filing Setup > I am an AGENT / BUREAU

Fields Available

Agent E-Filing Setup Details

• Your Client's Name: The client's name, for whom you are acting as an agent, will be displayed here.
• Your Client's Employer's / Contractor's PAYE Reference: The client's PAYE reference it will be displayed here.
• Accounts Office Reference: If you enter your Accounts Office Reference number it will be displayed here.
• HMRC User ID (Agent): If you enter your User ID that you obtained from HM Revenue & Customs for E-Filing, it will be displayed here.
• HMRC Password (Agent): If you enter your agent's password that you obtained from HMRC for E-Filing will be displayed here.
• HMRC Agent's Reference: If you enter your agent reference that you obtained from HMRC for E-Filing will be displayed here.
• Gateway Agent ID: If you enter the gateway agent ID you obtained from HM Revenue & Customs will be displayed here.
• Agent's Company Name: If you enter your company name will be displayed here.
• Agent's Address: If you enter your address will be displayed here.
• Agent's E-Mail: If you enter your E-Mail address will be displayed here.
• Agent Contact Person's Name: If you enter your contact person name will be displayed here.
• Agent's Contact Tel. No. 1: If you enter your telephone number will be displayed here.
• Agent's Contact Tel. No. 2: If you enter any additional telephone number will be displayed here.
• Agent's Contact Fax No.: If you enter you fax number will be displayed here.

Associated Tasks

• Back: If you have finished viewing the details and wish to leave this screen, click on this button.
• Edit: To make any modifications to the Agent E-Filing Setup Details, click on this button. It will open the Edit Agent E-Filing Setup screen, where you can make the required modifications.

Related Topics