ir-File demonstration - Lesson 2: Using the file transfer method
We'll show you how to:
- log in to ir-File
- select a filing method
- transfer your files
- manage your workspace
- make electronic PAYE payments.
Log in to ir-File
Access to the system is through our website.
On the right side of page, under Services requiring login
select Login >
Login to Online Services
Enter your UserID and Password.
Then select Login
Welcome to Online services
You're now in your secure account.
From here you can choose to:
- submit returns
- view and confirm your account balances, transaction details, earnings and due dates
- apply or register (for additional services).
Note: the same options are available in the dark teal navigation bar at the top of the page.
Select ir-File (Employer monthly schedule).
Employer filing method
The first time you use ir-File you need to select what filing method you will use. You do this by clicking the Filing method option in the left hand menu.
For this demonstration we'll select File monthly using payroll file transfer.
You would now need to select the Update button to save your selected preference.
You will receive a confirmation message that "Your filing method has been set.".
From here you would now need to select File transfer from the left hand menu.
File transfer
Transfering you EMS
Import files
Select the Browse... button to search for the file on your computer.
Your payroll system will save each month's file to a storage space on your computer, if you can't find this file you will need to contact your payroll software provider. They'll tell you the name of the file and where it will be stored.
Select the file and then click on the Open. Next you need to select from one of the three buttons at the bottom of the screen:
- Import and send file this will load the file into our system and then send it through to us
- Import and check file this will import the file and allow you to give it a check over before sending it through to us
- Import file this will import to the workspace and either send or check later.
We have selected Import and send file.
File transfer of EMS is confirmed
This screen confirms that the file transfer of your EMS was successful. If there are issues with transferring your EMS to us then this screen will identify the issue that needs to be fixed, before it can be successfully transferred.
File transfer - part 2
Transferring your EDF/IR345
This time you will be searching for the EDF/IR345 file.
Select the file and then click on the Open. Next you need to select from one of the three buttons at the bottom of the screen:
- Import and send file this will load the file into our system and then send it through to us
- Import and check file this will import the file and allow you to give it a check over before sending it through to us
- Import file this will import to the workspace and either send or check later.
We selected Import and send file.
File transfer of EDF/IR345 is confirmed
You can now select Workspace in the left hand menu to view the files that have been created.
Workspace
This page shows the:
- type of file that have been created
- current actions you can do with each of these files
- status of each file returns period for each file
- date the file was created.
If you wish to retract a file that you have sent through to us - you have until 11.00am the next day. After this time, you will need to call us on 0800 473 829.
From here we will review how you can make Electronic payments to us. To do this you can select Electronic payments in the left hand menu.
Electronic payments
If you would like additional information on payments, please go to Making payments.
This is the end of Using the file transfer method lesson.
Where to next?
You can give us
Feedback on ir-File demonstration >.
Date published: 01 Jul 2008
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