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HMRC internal manual

PAYE Manual

From
HM Revenue & Customs
Updated
, see all updates

Background: access to records: access rights

Access to the Employer Business Service (EBS), Taxpayer Business Service (TBS) and the Employer Compliance System (ECS) is controlled

  • Centrally, by setting up Organisation Units and allocating the service to the Organisation Unit (OU)
  • Locally, by allocating access rights to individual operators within the OU. This is done by allocating user roles

 

Access to the EBS system

Access to EBS is through Interim Single Point Sign-on and user roles.

On your Desktop screen

  • Select the Interim Single Sign On icon. The ISSO Desktop will be displayed
  • Select the CSP folder. The EBS user roles will be displayed
  • Select the user role that you want

You will be taken to the EBS Function Menu, where those functions available under your user role are shown in an alphabetical list. These will be some of

  • AMEND / DELETE EOY RETURNS RECEIPT
  • AMEND ELECTRONIC BUSINESS INDICATORS
  • AMEND EMPLOYER SUMMARY
  • AUTHORISE OVERPAYMENT DISPOSAL
  • CANCEL SCHEMES ONE YEAR ONLY
  • CAPTURE EOY RETURN DETAILS
  • EMPLOYER SET UP
  • EMPLOYMENT BASIS SELECTION
  • MAINTAIN INCENTIVE APPEAL
  • MAINTAIN SKELETON EMPLOYER
  • RECORD RETURN RECEIPT
  • VIEW BROCS
  • VIEW EMPLOYER SUMMARY
  • WORKLISTS (This is a generic function used in EBS, Student Loans Business Service (SLBS) and TBS)

To make your selection from the list

  • Select the line showing the function you want. That line will be highlighted

And then

  • Select the [OK] button to be taken to the function

Navigation to other EBS View and Amend functions, from VIEW EMPLOYER SUMMARY and AMEND EMPLOYER SUMMARY is achieved through the menu toolbar at the top of the screen

  • Select an option in the menu toolbar. A drop down menu of further options is then shown
  • Choose an option from the drop down menu, and select that option

For example, the View option on the menu toolbar in Function VIEW EMPLOYER SUMMARY (accessed from the Function Menu) allows you to access the other employer View functions.

Notes: 

1. Navigation to other functions is usually through Function VIEW EMPLOYER SUMMARY or Function AMEND EMPLOYER SUMMARY, but not always.
   
2. Some of the functions accessible from the toolbar menu are also available from the Function Menu.
3. Some functions can only be accessed from the Function Menu.

Access to the TBS system

Access to TBS is through Interim Single Sign On and user roles.

On your Desktop screen

  • Select the Interim Single Sign On icon
  • Select the TBS folder. The TBS user roles will be displayed
  • Select the user role that you want

You will be taken to the TBS Function Menu, where those functions available under your user role are shown in an alphabetical list. These will be some or all of

  • AMEND NINO
  • FIND TAXPAYER
  • MERGE TAXPAYER
  • VIEW TAXPAYER SUMMARY DETAILS
  • WORKLISTS (This is a generic function used in EBS, Student Loans Business Service (SLBS) and TBS)

To make your selection from the list

  • Select the line showing the function you want. That line will be highlighted

And then

  • Select the [OK] button to be taken to the function

Navigation to other TBS functions is achieved in Function VIEW TAXPAYER SUMMARY DETAILS, through the View and Amend options on the menu toolbar at the top of the screen.

To access the required function

  • Select the View or Amend option in the menu toolbar. A drop down menu of further options is then shown
  • Select an option from the drop down menu

Through the ‘View’ option you can

  • Select ‘Capacitor Details’ for Function VIEW CAPACITOR DETAILS
  • Select ‘Capacitor History’ for Function VIEW CAPACITOR HISTORY
  • Select ‘Employment List’ for Function VIEW EMPLOYMENT LIST
  • Select ‘Address History’ for Function VIEW TAXPAYER ADDRESS HISTORY
  • Select ‘Designatory Details‘ for Function VIEW TAXPAYER DESIGNATORY DETAILS

Through the ‘Amend’ option you can

  • Select ‘Capacitor Details’ for Function AMEND CAPACITOR DETAILS
  • Select ‘Address’ for Function AMEND TAXPAYER ADDRESS
  • Select ‘Designatory Details’ for Function AMEND TAXPAYER DESIGNATORY DETAILS
  • Select ‘Worklists’ for Function WORKLISTS (This function is also available direct from the TBS Function Menu)

Access to ECS

Access to ECS is through Interim Single Sign On and user roles.

On your Desktop screen

  • Select the Interim Single Sign On icon
  • Select the ECS folder. The ECS user roles will be displayed
  • Select the user role that you want
  • You will be taken to the ECS Function Menu, where those functions available under your user role are shown in an alphabetical list

To make your selection from the list

  • Select the line showing the function you want. That line will be highlighted

And then

  • Select the [OK] button to be taken to the function