Querying HMRC records…
Matching applicant details against payroll data. This usually takes a few seconds.
The applicant receives an email
Select the message to open it.
What you will need
You will sign in with your own Government Gateway details and approve the request. HMRC then send the figures to us directly. We never see your sign-in details.
Do not know your Government Gateway details? HMRC can recover your user ID or reset your password from their sign-in page. If you have never had an account, you will need to create one first, and HMRC may take a few days to confirm your identity — so it is worth starting now rather than close to the deadline.
These links expire on , five days from today. If you were not expecting this, you can ignore it — nothing is shared unless you approve it.
Your reference:
The applicant does this in their own time — minutes or hours after the case is opened, not seconds. Until they do, the case sits at AWAITING CONSENT, and is closed as EXPIRED once the five days are up.
Problems signing in? Forgotten your Government Gateway user ID Forgotten your password Not received your access code
Consent given — retrieving HMRC record…
In the live service this happens in the background, so nobody sits and watches it. The case moves to READY and the broker is notified when the report lands.
No record found
Neither Payroll nor the HMRC route produced a match for these details, so the case is closed as FAILED.
Most often a data-entry problem — an NI number, date of birth or surname that does not match what HMRC holds. Correcting the details and opening a new case is the normal next step.
FOUND
(DEMO)
Order Information
Collected Personal Information
The following personal information was collected as part of the order request
Retrieved Personal Information
Payroll HMRC Data
Self-Employment Income
Other Sources of Income
Interest and Dividends
UK Property Income
Furnished Holiday Lettings
Taxes Paid
Self Assessment Tax Position
This is a DEMO document generated from fictional test data for review purposes only. It is not a real verification report and must not be used as evidence of income, employment, or identity.
ABC Ltd
Every verification case opened by this account.
| Applicant | Category | Status | Tracking Number | Opened |
|---|
- Permissible purpose
- Verification type
- Category
- Opened
- Tracking number
Send this link to the applicant so they can authenticate with HMRC:
Asks HMRC whether the applicant has finished yet. The service already does this on its own, so this only asks sooner — it does not contact the applicant or chase them.
These stand in for things that happen on their own in the live service, in their own time. Nothing here is a button a client would have.
The consent link expired before the applicant authorised, so this case was closed.
Checking again asks HMRC once more, in case the applicant finished right at the end and the result arrived too late to be picked up. It does not reopen the link or send the applicant a new one — if they still want to proceed, raise a new case.
Most failures are a mistyped National Insurance number or date of birth. This opens a new case with the same details already filled in, so they can be corrected rather than retyped.
Delete this applicant's personal data. The income figures and the billing record are kept. This cannot be undone.
(DEMO)
Order Information
Collected Personal Information
The following personal information was collected as part of the order request
Retrieved Personal Information
Payroll HMRC Data
Self-Employment Income
Other Sources of Income
Interest and Dividends
UK Property Income
Furnished Holiday Lettings
Taxes Paid
Self Assessment Tax Position
This is a DEMO document generated from fictional test data for review purposes only. It is not a real verification report and must not be used as evidence of income, employment, or identity.
Deletion and retention
Personal data is deleted after six months. The income figures are kept.
Automatic. A finished case has its personal data deleted days after it completes: the applicant's name, National Insurance number, date of birth, contact details, address, and the report PDF. The income figures stay, so historic reporting still works.
Runs nightly. The case itself remains, so invoicing is never rewritten, and every deletion is recorded below.
Delete one case.
Delete a date range. Every finished case opened between two dates.
Deletion record
Every deletion, however it was triggered. Kept permanently, including for cases that have since been removed.
| When | Case | Who | Why | Trigger | Batch |
|---|