Questionnaire Module Main Survey
hmrcconsents_w11
HMRC Consents module
Questions 4
hmrcconsents_w11.hmrclink
HMRC record linkage
Type: choice
Interviewer Instruction: PLEASE HAND LEAFLET INFORMATION ON ADDING ECONOMIC RECORDS TO RESPONDENT AND ALLOW RESPONDENT TIME TO READ IT AND ASK QUESTIONS.
Text: We would like to add records held by HM Revenue and Customs, or HMRC, containing information on your employment and self-employment history, your income, National Insurance contributions and tax credits. All information will be used for research purposes only by academic or policy researchers under restricted access arrangements which make sure that the information is used responsibly and safely.
Please read this leaflet explaining how we would like to attach your HMRC records to the answers you have given in this study and let me know if you have any questions.
Do you give permission for us to pass your name, address, sex and date of birth to HMRC for this purpose?
| Option | Label |
|---|---|
| 1 | Respondent has read leaflet and is happy to give consent |
| 2 | Respondent does not want to give consent |
Universe:
if (GRIDVARIABLES.modetype = 1|3) & (ff_consenthmrc = 1 | blank) (Mode is face-to-face OR web and Respondent is eligible for HMRC consent questions or is a new entrant)
- k_hmrclink (k_indresp) HMRC record linkage
hmrcconsents_w11.hmrceadd
Email address used link to HMRC records
Type: string
Source: UKHLS
Universe:
if (GRIDVARIABLES.modetype = 1|3) & (ff_consenthmrc = 1 | blank) (Mode is face-to-face OR web and Respondent is eligible for HMRC consent questions or is a new entrant)
and if HMRClink = 1 & GRIDVARIABLES.modetype = 3 (Consent given to link to HMRC records AND mode is web)
hmrcconsents_w11.hmrcesent
Email reminder sent of agreement for consent link to HMRC records
Type: choice
Source: UKHLS
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if (GRIDVARIABLES.modetype = 1|3) & (ff_consenthmrc = 1 | blank) (Mode is face-to-face OR web and Respondent is eligible for HMRC consent questions or is a new entrant)
and if HMRClink = 1 & GRIDVARIABLES.modetype = 3 (Consent given to link to HMRC records AND mode is web)
and if HMRCEADD <> MIS (Email address identified)
- k_hmrcesent (k_indresp) Email reminder sent of agreement for consent link to HMRC records
hmrcconsents_w11.hmrcesend
Text for email confirming consent
Type: choice
Source: UKHLS
Text: Email text
1. Email text
Subject: Understanding Society: Adding employment history records
Dear [Name]
Thank you for taking part in the recent Understanding Society survey. Your continued help with this important social study is greatly appreciated.
During the interview this year, you gave us permission to link your survey responses to the data that is held about you by the HMRC. In order to carry out the data linkage we will pass on your name, address and date of birth to the HMRC so that they could identify your administrative records. Once identified, the file containing your administrative records will be anonymised (i.e. your personal details removed) and sent back to us with an identifier which will allow us to link those records to your survey responses. The anonymous dataset will then be created that will contain the linked data, which will be made available to social researchers under restricted access arrangements which make sure that the information is used responsibly and safely. The linked information will inform further analyses and help us get a better picture of those who are using services provided by the government. The government department will never have access to both your personal details and your survey responses at the same time and this will not affect any dealings you have with the department.
If you would like more information about the data linkage process, please check our website: https://www.understandingsociety.ac.uk/participants/employment-records
Thank you
Michaela Benzeval
Understanding Society Director
University of Essex
2. Additional information about email addresses
a)If IV gives email address in CONTACTDETAILS_W5_REMAIL, email is sent to address given.
b)If IV refuses email address in CONTACTDETAILS_W5_REMAIL, email is sent to address in the sample. For joiners and continuing respondents for whom there is no email address in the sample, no email will be sent.
c)If IV’s name is updated when doing the grid, email is addressed to the updated name.
d)Email address updates in the HH grid are not recognised in the IV script. This is because we don’t transfer updated email addresses from the household script to the IV script via the grid variables. The only scenario where this updated email will be used is if person 1 does the grid and the household interview. in all other cases an email will be sent out to the old email address.
e)Information is not passed from the login script to the IV script as the grid variables are already set. Therefore updates to the person’s name will not be recognised in the IV script and the email will include the previous name.
f)If sample has been transferred from CAPI to CAWI, no emails will be sent because the mode type on the grid variables for those respondents would be CAPI and not CAWI.
| Option | Label |
|---|---|
| 1 | Continue |
Universe:
if (GRIDVARIABLES.modetype = 1|3) & (ff_consenthmrc = 1 | blank) (Mode is face-to-face OR web and Respondent is eligible for HMRC consent questions or is a new entrant)
and if HMRClink = 1 & GRIDVARIABLES.modetype = 3 (Consent given to link to HMRC records AND mode is web)
and if HMRCEADD <> MIS (Email address identified)
and if HMRCESENT = 1 (Email sent to confirm consent)



