IR35 Workflow
Giving you structure and control over the employment status review process.
The Challenge
Having a flexible workforce is an important part of doing business today. And for many organisations, contractors are at the heart of how they deliver.
But the introduction of IR35 is set to shake up this landscape. Going forward, all businesses will be responsible for determining the employment status of each of their PSC contractors - reporting to HMRC whether individuals should actually be classified as employees.
Compliance with IR35 can be challenging considering the high volumes of contractors that many businesses deal with. To determine the employment status of each of these, there’s a lot of information to manage and many individuals involved at each stage. Staying on top of this process and having a clear audit trail for HMRC is critical.
Our IR35 Workflow tool has been designed to take the burden out of this process. It provides a structured approach to defining the steps, resources and people involved at each stage – and helps you manage each employment status review case from end to end. Hosted in the cloud and fully secure, you can add as many users as you need to build a system that scales with you.
Benefits
Clear audit trail
With all of your data in one place, you can easily access any information required by HMRC to support the decisions you’ve reached.
Supports good governance
The system ensures that you build strong process around each employment case review, with required sign off at each stage.
Reduces risk
Managing high volumes of cases through a central management point helps to facilitate an administratively challenging task and reduces risk of non-compliance.
Enables consistent communications
By creating standardised email templates with your own customised content, IR35 Workflow ensures all communications are consistent and reflective of your business policy.
Speeds up the process
Bottlenecks in the process can be easily identified so that you can take action to move cases through quickly.
Gives direction to next steps
With IR35 Workflow you can produce customisable management reports so that you have all the information you need for next steps, such as which individuals to add to payroll.
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Key features
IR35 includes the following key features:
- Bulk contractor assessment case upload via .csv file
- Multiple user access
- Customisable assignment of roles and responsibilities
- Automated email notifications and reminders
- Dashboard to display real time case statistics
- Accurate and detailed audit trail
- Cloud based
How it works
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Assign roles and responsibilities
The IR35 Workflow tool gives you the flexibility to determine exactly who you would like to review each employment status case – whether that’s your tax team, HR or team leaders. You can also select who you would like to be the ‘case completer’ – giving you the option to go directly to the contractor themselves, or their line manager.
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Upload and maintain contractor population
You can quickly and easily upload all of your contractor data into the platform using bulk upload via .csv file, or by manually creating individual cases. IR35 Workflow stores key information for each contractor within individual records. All of this is held in one location, providing you with a searchable database for easy access to specific cases as and when required.
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Initiate contact with contractors
Initiating contact with contractors or their line managers is made simple with customised emails being sent directly from the system to notify the individual of the status assessment process and to request specific additional information, such as the completion of CEST questionnaire.
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Process incoming emails
As the process continues and you begin to receive multiple incoming emails and pieces of information, IR35 Workflow saves you time by automatically assigning each email to the relevant individual responsible for that employment status review case. Each case retains a comprehensive record of all interactions between the individual completing the assessment and your business, and adds this to the audit log to ensure that valuable data feeding into each employment status decision is kept on record.
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Maintain robust review
Key business stakeholders are notified when a case is ready for review. Internal and external discussion threads are built in to raise questions with the relevant stakeholders and decision makers or directly with the contractors, ensuring that there are multiple layers of review.
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Keep on top of the key information
To help you stay on top of the process, IR35 Workflow includes a live dashboard which provides an overview of the status of cases and outcomes reached. Through this dashboard you can also easily spot any bottlenecks so that you can resolve issues quickly and keep cases moving. You can also customise which management reports you’d like to receive, so that you have all the information you need for next steps, such as which individuals need adding to payroll.
