Go to Settings > Details: Offer handling
Configure these settings according to your project's needs.
Status Determination Statement (SDS)
If you want to inform the crew member of your IR35 status determination within their offer or within documents (e.g. Contract or SDS letter), this switch MUST be set to yes.
When set to yes, that restricts the subsequent options to those involving 'Accounts' - i.e. it's the responsibility of whomever you assign as the Accounts Controller to make the determination, based on their experience and knowledge of HMRC Appendix 1.
Tax Status Handling
Options:
‘Accounts approval required for self-employed or loan out’ means:
Only the person you assign as Accounts Controller can specify the tax status to allow the role/grade of a crew member to be Self-Employed, or Loan Out (if the Crew member has a Loan Out Company).
‘Accounts approval required for loan out’ means:
Engine will determine if a role/grade is PAYE or allowed to be Self-Employed. Only the person you assign as Accounts Controller can specify the tax status to allow the role/grade of a crew member to be Loan Out instead (if the Crew member has a Loan Out Company).
‘Allow loan out if grade is self-employed’ means:
Engine will permit roles/grades which it considers as allowed to be Self-Employed, to also be Loan Out (if the Crew member has a Loan Out Company).
‘Allow all loan outs (not recommended after 5 Apr 2021)’ means:
No restrictions in Engine as to which crew roles/grades can be Loan Out (if the Crew member has a Loan Out Company).
Offer approval order
Who in Production and/or Accounts (depending on SDS setting) do you want to review Offers, and in what order, prior to being sent to crew:
This applies to people you assign as 'Production Controller' or 'Accounts Controller', respectively.
An example of the order of 'Production > Accounts' would be:
Production Secretary can raise and draft the Offer, & click 'Send (for Production approval)'
Production Manager can review and edit the Offer, & click 'Send (for Accounts approval)
Accounts Controller can review and edit the Offer, & click 'Send (to recipient)' (i.e. to the Crew member)
Clicking 'Send' is the approval. There is no 'Approve' button.
Tax status query email
Also set an email address for crew members to contact with any query they might have regarding the determination:
