From the 26/27 tax year, Self-Employed (including CIS) people are required to make quarterly submissions to HMRC for their Income & Expenses in the Tax Quarter. To make this submission, they will need to collate information for their payments to submit to HMRC.
We now have quarterly statements for SE/CIS available in MDA!
This will be available on the worker’s people hub record under the Payroll tab > SOE tab.
The file will be split out into tax quarters and will be available in PDF or Excel format.
You can also download and send from Bulk Transactions > Payroll > Bulk.
The worker will also be able to download them from the Contractor Portal.
SOE Example:
