Job Retention Scheme Portal – Step by Step Guide

Job Retention Scheme Portal

The Job Retention Scheme Portal went live on 20th April 2020. Below is our step by step guide on how to complete Job Retention Scheme Portal and claim the grant available.

Time needed: 20 minutes.

Follow our step by step guide on completing the Job Retention Scheme claim through the HMRC portal and claiming the grant. Please complete this document in advance of starting the claim – Job Retention Scheme Grant Claim Form.
To assist with the Job Retention Scheme Calculation use this calculator provided by HMRC.

  1. Go to the HMRC Website

    To start the claim go to the HMRC Job Retention Scheme Portal and scroll down to the bottom of the page and select Claim Now.
    Job Retention Scheme Portal Step 1

  2. Government Gateway

    Enter your login details and password for your business select Sign in. Your business account will need to have access to your PAYE online account.

    Job Retention Scheme Portal Step 2

  3. Job Retention Scheme Portal Guidelines

    Read the information provided and then select Accept and Continue.
    Job Retention Scheme Portal Step 3

  4. Furloughed Employees

    Confirm that employees have been furloughed by selecting Yes and then select Continue.
    Job Retention Scheme Portal Step 4

  5. Furloughed Employees Paid

    Confirm that the claim amount is to support your employer payroll. Select Yes and Continue.
    Job Retention Scheme Portal Step 5

  6. Company Tax Return Submitted

    Our claim was on behalf of a Limited company so this question may be different if you are submitting on behalf of a Soletrader or Partnership.
    Job Retention Scheme Portal Step 6

  7. Company UTR

    Enter the Company UTR. Our claim was on behalf of a Limited company. Different business types will be required to complete the UTR for their business.
    Job Retention Scheme Portal Step 7

  8. Name of Employer

    Enter the Company Name and select Continue. Our claim was on behalf of a client who is a Limited company. This question may differ if submitting for your own business and not as an agent.

    Job Retention Scheme Portal Step 8

  9. General Information on the Job Retention Scheme

    This step provides general information about the next stage of the claim.
    Job Retention Scheme Portal Step 9

  10. Job Retention Scheme Claim Period

    Enter the start and end dates relating to this claim period. As at 20th April 2020, we have claimed for periods up to 30th April 2020.

    Job Retention Scheme Portal Step 10

  11. Number of Furloughed Employees

    Enter the number of furloughed employees that you wish to claim for.Job Retention Scheme Portal Step 11

  12. Amounts to Claim

    Enter the Job Retention Scheme claim amounts for Gross pay, Employer NI and Employer Pension. Please note that you aren’t required to provide any calculations for this submission. However you must have the calculations and retain them as part of your records.

    Job Retention Scheme Portal Step 12

  13. Job Retention Scheme Total Claimed

    Check the total claimed is correct and select Continue.Job Retention Scheme Portal Step 13

  14. Employee Details

    Enter the first employee details, including name and NI number. After selecting Continue, a new screen will be displayed for the second employee and so on.
    Job Retention Scheme Portal Step 14

  15. Bank Account Type

    Enter the type of bank account either Company or Personal. We claimed as an agent for our client so this screen may be different when claiming for your own business.
    Job Retention Scheme Portal Step 15

  16. Bank Account Details

    Enter the Bank Account details including Sort Code and Account Number.Job Retention Scheme Portal Step 16

  17. Business Address

    Enter the business post code and select find address. After selecting the address from the drop down select Continue.
    Job Retention Scheme Portal Step 17

  18. Contact Details

    Enter your details including name and telephone so HMRC can contact you about your Job Retention Scheme claim.
    Job Retention Scheme Portal Step 18

  19. Review Your Answers

    Go through the answers and check they are correct.Job Retention Scheme Portal Step 19

  20. Complete Declaration

    After completing the review scroll to the bottom and submit the document.Job Retention Scheme Portal Step 20

  21. Job Retention Scheme Claim Submitted

    You will receive a claim reference. Keep this safe.Job Retention Scheme Portal Step 21

  22. Job Retention Scheme Grant Claim Completed

    This concludes the grant claim. HMRC have stated that applications made prior to 22nd April 2020 will be received in the employers bank account in April 2020. Applications submitted after this date should be received in May 2020 approximately 6 days after submission.

DISCLAIMER – Please note that the content contained in this article is for general information only and is not a substitute for professional advice – read our full disclaimer

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