If you want to request an IR35 or Employment Status check, they should now be submitted online using new digital forms. New digital forms and guidance document From the end of October, requests for IR35 and Employment Status checks should be submitted online using new digital forms. The old versions of the form (Word and Ed-Web) will be removed from the University’s intranet site and will be replaced with a link to the new digital forms. The benefits You should find the new forms easier to use which in turn means the forms will be quicker to complete. The new forms replace the existing word and ed-web form and removes the variation in the way check requests are submitted. This will reduce the administrative workload for colleagues processing the form whilst maintaining compliance with existing and updated HMRC requirements. Where can I find the new forms and guidance document? The new forms and guidance documents can be accessed via the direct tax pages. A link to the new forms will also be available on the Finance Forms page and Payroll forms page. More information and FAQs can also be found via the Finance Helpline knowledge base Tax FAQs. When will the new documents go live? The new forms and guidance document will go live at the end of October on the Direct Taxes intranet page. The old paper forms (Word version) and the old digital version (Ed-Web form) will be removed from the Tax, Payroll and Finance forms pages. Please delete any old versions of these documents stored in your local drives and always access the new forms via the direct tax page. There will be a 6 week period for bedding in the changes. Any old forms received after that period will be returned to sender. Who is this for? Usually, but not always, this will be the school/college/department recruiting or hiring manager, however, it should be the person within the University who has the most current and accurate knowledge and understanding of the following: the worker’s responsibilities who decides what work needs to be done who decides when, where and how the work is done how the worker will be paid if the engagement includes any benefits or reimbursement for expenses When should a questionnaire be completed? Prior to engaging the services of a worker. Please share your feedback If you have any feedback – from what works well to what we can improve, please let the Finance Transformation team know by emailing SEP.Finance@ed.ac.uk. Other improvements coming soon The way we track, monitor and review our checks is changing as a result of HMRC requirements which will come into force in April 2021. You can find out more information by clicking here. A further communication supporting these changes will be issued early next year. Useful Links Recruiters Guide/Methods/Agency Workers Direct Tax Page Finance Helpline FAQs Procurement website This article was published on 2024-07-01
