Employment section (MTDIT)

Use this section to pull the client's employer details from HMRC and also enter any details manually.

Prerequisites

HMRC holds records of your employment for that tax year. IRIS Elements retrieves any relevant employment records from HMRC. To do this, you must authorise IRIS Elements with HMRC for MTD submissions.

Update employment details

    Refer to the HMRC Tax return for Self Assessment guidance if needed (opens in a new tab).

  1. Open the required tax return.
  2. Select the Data input tab.
  3. Select Add a new section....
  4. Under Other non-savings, select Employment.
  5. If you have Failed to retrieve employment records displayed, you must check your connection to HMRC before continuing.
  6. You can select Refresh Records here to make sure the up-to-date information is retrieved.
  7. If any records need updating, adjust the details as required then select Save.
  8. If any records are missing, enter the Employer Name, Employer PAYE Reference, and Start Date then select Create Record. IRIS Elements uses this information to retrieve the records from HMRC.
  9. Select Close.
  10. IRIS Elements populates the relevant details with information retrieved from HMRC. Make any changes as required. For help about the specific values needed, refer to the Employment section (SA100) article.
  11. Select Save changes.
  12. Add an Employment section for every employment record retrieved from HMRC.