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Reports - Intermediaries Report - MDT

I
Written by Implementations Team
Updated over 2 years ago

HMRC Intermediaries Report in the approved format, populated from the information that is entered into the system, generated in as a csv file ready to be uploaded to the HMRC website.

To access the Intermediaries report go to the Reports area via the menu-grid.

Running the Intermediaries Report

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
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

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