ApariPro can pull employment and CIS (Construction Industry Scheme) data directly from HMRC, automatically populating information for your tax submissions. This guide covers both workflows.

SECTION 1: PULLING EMPLOYEE DATA

Why This Matters

HMRC holds detailed employment information for all your employed clients — earnings, tax paid, national insurance, and more. Rather than manually entering this data, you can pull it directly from HMRC into ApariPro. It's faster, more accurate, and reduces data entry errors.

Method 1: Via Data Connections

1. In the client's account, go to Profile & Settings

2. Select Data Connections

3. Select 3rd Party Accounts

4. Click the dropdown arrow on the Agent Services Account card

5. Select Pull data from HMRC

ApariPro will connect to HMRC and retrieve the employment information. Wait a few seconds for the data to populate.

Once it arrives, you can click View next to each employer to see the full details — earnings, tax deductions, national insurance, everything HMRC has recorded.

Method 2: Via Tax Submission

1. In the client's account, go to Tax Submission from the left-hand menu

2. Select the MTD tax year

3. On the MTD Submission Overview, click the dropdown in the Non Business section

4. Select View

5. Click Pull data from HMRC

Again, wait a few seconds for the data to populate. You can click View next to each employer to see the full details.

Which Method Should I Use?

Both methods pull exactly the same data from HMRC. Choose whichever is more convenient based on where you're working in the software at the time:

• Data Connections — if you're managing client settings

• Tax Submission — if you're already in the tax submission screen

SECTION 2: PULLING CIS DATA

Why This Matters

If you have CIS subcontractor clients, ApariPro can pull Construction Industry Scheme payment and deduction information directly from HMRC. This gives you accurate, current data for their tax submissions without manual entry.

Step 1: Enable CIS for the Client

Before you can pull CIS data, you need to enable CIS for that client. This is a one-time setup:

1. Go to the MTD Submission Overview page

2. Click the gear icon next to the page title

3. Expand the Self-Employed business section

4. Find the CIS Deductions toggle and change it to Yes

5. Click Save at the bottom

CIS is now enabled for this client.

Step 2: Pull CIS Data from HMRC

1. Return to the MTD Submission Overview page

2. Expand the Self-Employed business section again

3. You'll now see a new line item for CIS Deductions — click View

4. On the CIS Deductions page, click Pull data from HMRC

ApariPro will connect to HMRC and retrieve the CIS information. Wait a few seconds for the data to populate.

You'll see:

• At the top: Overall breakdown of CIS deductions for the subcontractor

• Below: Breakdown per contractor — each CIS return HMRC has on file

Click View next to any contractor to see the full details of their CIS submission.

What if the Data Isn't There?

If a contractor hasn't yet submitted their CIS returns to HMRC, their data won't appear when you pull from HMRC. However, ApariPro provides an option to Create Contractor manually, allowing you to add the information yourself if needed.

Pro Tips

Pull data multiple times if needed You can pull employee and CIS data as many times as you need. If your client updates their information with HMRC, simply pull again to get the latest data.

HMRC data is source of truth The information pulled from HMRC is the definitive record. If there's a discrepancy with what your client told you, check with them — HMRC's data is correct.

CIS enablement is a prerequisite Don't forget to enable CIS before trying to pull CIS data. If you see no CIS line item on the MTD Submission Overview, check that CIS has been enabled and saved.

Common Issues

Q: The employment data isn't appearing. What should I do? A: Give it a few more seconds — HMRC sometimes takes a moment to respond. If it still doesn't appear after a minute, try refreshing the page. If the issue persists, contact support.

Q: Can I pull employee data multiple times? A: Yes. You can pull it as many times as needed to fetch the latest information from HMRC.

Q: I enabled CIS but the client doesn't have any CIS deductions. Is that a problem? A: No. You can toggle CIS back to 'No' and save if you've made a mistake. It's easy to adjust.

Q: What if a contractor submits their CIS returns after I've already pulled the data? A: Simply pull the data again. ApariPro will fetch the latest information from HMRC.

Q: Should I edit the employee or CIS data manually after pulling it? A: Generally, no. This data comes directly from HMRC, so it's the definitive record. If there's an error, it's usually on HMRC's side or the original submission to HMRC. Contact support if you need to make corrections.

Q: What's the difference between the two employee data methods? A: They're equivalent — both pull the same data from HMRC. Use whichever is more convenient based on where you're working in the software.

Next Steps

Once you've pulled employee and CIS data:

• You have accurate, current information ready for tax submissions

• The data is integrated into your MTD submission forms

• You can proceed with categorising additional transactions and preparing the return

Need help? [Contact support] or check the [MTD setup article] for the full connection workflow.

Related articles:

• [MTD Setup in ApariPro] — Full HMRC connection walkthrough

• [MTD: Synchronising Business Sources] — Syncing HMRC business sources

• [MTD Quarterly Submissions] — Submitting quarterly returns to HMRC

• [Record Keeping] — Categorising transactions alongside pulled data