The HMRC Intermediaries Report is generated in the HMRC-approved CSV format, automatically populated with the relevant information entered into the system. This report is ready for direct upload to the HMRC portal, ensuring compliance with reporting requirements.
Running the Intermediaries Report
Enter in the below details and select Download
File Name:
Mandatory – this is what the file will be called, enter a name that is obvious
Reporting Period:
Mandatory – select the relevant period that the report must be submitted for
Select Assignment based on:
Mandatory - Select Value, Document Date or Payment Date
With Client – checking this box will include records with Client
Press DOWNLOAD
The information provided in the report from Timesheets is based on the HMRC template, which can be viewed on the HMRC website here
https://www.gov.uk/government/publications/employment-intermediaries-report-template