THE SMARTER WAY TO MANAGE IR35

Your IR35 process.
Under control.

From first assessment to final determination, bring every decision, document and dispute into one configurable workflow. Built around how your business works.

Request a walkthrough See how it works
Designed for complex, high-volume off-payroll workforces.
wizard/workspace
AMAdmin workspace⌄
WORKSPACE / OVERVIEW
Assessment overview
All your status decisions. One clear view.
Last 30 days⌄
In progress
24 Awaiting action
SDS issued
186 This period
Review due
08 Upcoming
Recent assessmentsView all
Assessment activityLive workflow status
✓
Determination approvedReady to issue SDS
↗
ILLUSTRATIVE PRODUCT VIEW
BUILT FOR THE REALITIES OF IR3501 / A MORE CONNECTED WORKFLOW
✳ Your policy, your workflow↗ Less administrative back-and-forth◎ Clear history of every assessment
01 THE CHALLENGE

IR35 is complicated.
Managing it shouldn't be.

When assessments live in different inboxes, spreadsheets and questionnaires, it's hard to know what happens next — or what happened before.

01 / THE OLD WAY
⌗

Too many moving parts.

Questions, approvals and documents scattered across teams.

One connected process
02 / THE OLD WAY
◇

One-size-fits-none.

Generic questionnaires struggle with different roles and internal policies.

Rules that reflect your business
03 / THE OLD WAY
◌

Not enough visibility.

Unclear ownership, missing history and reviews that come too late.

Clear status and audit history
02 THE PLATFORM

Everything connected.
Nothing left to chance.

The tools your teams need to make, communicate and manage status decisions — without stitching the process together themselves.

01 / CONFIGURE

It works your way.
Not the other way around.

Configure assessment rules by role and align the workflow with your organisation's employment tax policy.

ROLE CONFIGURATION •••
Creative services Custom rules
Technology Custom rules
Professional services Custom rules
+ Tailor to company policy
↗
02 / COMMUNICATE
SDS↗

SDS, sorted.

Generate and issue Status Determination Statements, with reasons shaped by answers and policy.

Automated documentation
03 / TRACE
Assessment createdDetermination approvedSDS sent

Every decision has a history.

Keep contractor records and an audit trail of assessments and outcomes in one place.

End-to-end traceability
04 / RESPOND
↗Response receivedWorker submitted a disputeReady for review

Disputes stay in the loop.

Workers can raise a dispute directly from their SDS. Reasoning is saved and the hiring manager notified.

Managed response process
05 / STAY AHEAD
OCT21
Review reminderUpcoming status review
✓

Stay ahead of reviews.

Automated review reminders help keep ongoing engagements on the radar.

Ongoing monitoring
06 / SEE THE PICTURE

Better visibility.
Better decisions.

See real-time assessment progress with role-tailored dashboards, management reporting and at-a-glance contractor status.

Plus an optional IR35 knowledge portal
Initiated
Approved
SDS issued
Reviewed
03 HOW IT WORKS

One connected journey.
From first question to final response.

Not another form to fill in. A structured process that keeps the right people, information and decisions connected.

✳STEP 01 / ASSESSMENT WORKFLOW
ENGAGEMENT DETAILSHow is this role managed?
Control and supervisionSelected ✓
SubstitutionReview →
EquipmentSelected ✓
Assessment in progress03 / 03

Start with the right questions.

Create the worker and engagement record, then apply role-specific questions and your internal policy.

CONCEPTUAL WORKFLOW ILLUSTRATION
BUILT TO FIT✳

Your business isn't
one-size-fits-all.
Your IR35 process
shouldn't be either.

Adapt the workflow as policy and business needs evolve, without having to start over each time.

Talk through your requirements
04 WHO IT'S FOR

Built for the people
who make IR35 happen.

Bring different stakeholders into a consistent process, without asking everyone to navigate the same administrative maze.

◇

Employment tax & compliance

Policies, determinations and an accessible assessment history.

↗

Procurement & contingent workforce

Clearer workflow oversight across off-payroll engagements.

✳

HR & people operations

More consistency in communication, records and reviews.

⌁

Hiring managers

A guided path from assessment to approval and response.

05 THE DETAILS

Good questions.
Clear answers.

Want to see how this would work for your organisation? We'll walk you through it.

Ask us directly
Is IR35 Wizard a tax advice service?

No. IR35 Wizard is a workflow management tool, not a tax adviser. Assessment decisions, SDS outcomes and associated liabilities remain the responsibility of the client.

Can it follow our own internal policy?

Yes. Administrators can configure IR35 rules for specific roles and adjust the tool as company requirements and policy evolve.

What happens if a contractor disputes a determination?

Workers can raise a dispute through the SDS process. The platform captures their reasoning and notifies the hiring manager so the information can be considered and, where appropriate, a new SDS prepared.

Can we monitor existing engagements?

Yes. The platform includes assessment visibility, contractor history and automated reminders to review decisions for ongoing engagements.

How is the service contracted?

The product information describes a 12-month rolling contract and ongoing system-specific configuration updates. Discuss commercial details with us during a walkthrough.

START A CONVERSATION

A clearer IR35
workflow starts
right here.

Tell us a little about your organisation. We'll discuss your current process and show you where IR35 Wizard could fit.

01 A conversation, not a sales marathon02 Tailored to your workforce and policy03 No obligation
LET'S TALK✳

Request a walkthrough

Share your details and we'll be in touch.

♧ No mailing lists. No unsolicited follow-ups.