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Fill Out a Valid P 45 It Template

The P45 It form is an essential document used in the UK when an employee leaves a job. It provides important details about their pay and tax contributions, which are necessary for tax purposes and future employment. If you need to fill out this form, click the button below to get started.

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Contents

Form Specs

Fact Name	Details
Purpose	The P45 form is used to provide details about an employee who is leaving a job, including their pay and tax information.
Parts of the Form	The P45 consists of three parts: Part 1 for HM Revenue & Customs, Part 1A for the employee, and Parts 2 and 3 for the new employer.
Submission Requirement	Employers must send Part 1 to HMRC immediately after an employee leaves and provide Parts 1A, 2, and 3 to the employee.
National Insurance Number	Employees must provide their National Insurance number on the P45, which helps HMRC track tax and contributions accurately.
Tax Code Information	The form requires the employee's tax code at the time of leaving, which affects how much tax is deducted in their new job.
Student Loan Deductions	If applicable, the form indicates whether student loan deductions are to continue, ensuring accurate payroll processing.
Important for New Employers	New employers should complete Parts 2 and 3 and ensure they use the correct tax code to avoid overtaxing the employee.
Legal Framework	The P45 form is governed by UK tax laws, specifically under the Income Tax (Pay As You Earn) Regulations.

Dos and Don'ts

When filling out the P45 form, it's essential to get it right to avoid any issues with tax or employment records. Here are five things you should and shouldn't do:

Do use capital letters throughout the form. This ensures clarity and prevents any misinterpretation of your information.
Do double-check your National Insurance number and tax code. Accuracy in these details is crucial for proper tax processing.
Do ensure that the leaving date is correctly filled out. This date is important for both your records and your new employer's records.
Do keep a copy of the completed form for your own records. You might need it for future tax returns or other employment matters.
Do provide your new employer with Parts 2 and 3 of the form. This helps them manage your tax code correctly.

Don't leave any required fields blank. Incomplete forms can lead to delays and complications.
Don't forget to enter 'X' in the appropriate box if you are on a week 1 or month 1 tax code. This indicates special tax treatment.
Don't alter any information on the form after it has been completed. Changes can cause confusion and may lead to incorrect tax deductions.
Don't ignore the instructions for what to do if the employee has passed away. This situation requires immediate action.
Don't submit the form late. Timely submission to HM Revenue & Customs is essential to avoid penalties.

Common mistakes

Neglecting to Use Capital Letters: When filling out the P45 form, it’s crucial to use capital letters for all entries. This ensures clarity and helps prevent misunderstandings. Many people overlook this simple instruction, leading to potential issues in processing the form.
Incorrectly Completing the Tax Code Section: The tax code is an essential part of the P45 form. If you don’t enter the correct tax code at the time of leaving, it can result in incorrect tax deductions in the future. Always double-check this information to avoid complications.
Forgetting to Include National Insurance Number: The employee's National Insurance number is a key identifier. Omitting it can delay the processing of the form and affect the employee’s tax records. Always ensure this number is accurately filled in.
Leaving Out Important Dates: Dates are critical on the P45 form, especially the leaving date and date of birth. Failing to provide these dates can lead to confusion and delays in tax processing. Make sure to fill in all required dates clearly and accurately.

Documents used along the form

The P45 form is an important document for employees who are leaving a job. It provides details about their earnings and tax deductions up to the point of departure. Along with the P45, several other forms and documents are commonly used. Here is a list of these documents, each with a brief description.

P60: This form summarizes an employee's total pay and tax deductions for the entire tax year. It is issued by the employer at the end of the tax year and is essential for tax returns.
P11D: This document reports benefits and expenses provided to employees. Employers must submit it to HMRC for tax purposes, detailing any perks that are not included in salary.
P50: Employees who have stopped working and wish to claim a tax refund can use this form. It allows individuals to request a refund for overpaid taxes after leaving a job.
P85: This form is for individuals leaving the UK to work abroad. It informs HMRC of the change in residency status and helps manage tax obligations while overseas.
Residential Lease Agreement: A georgiaform.com provides essential tools for landlords and tenants to formalize their rental agreements while ensuring clarity on key responsibilities.
Jobseeker's Allowance (JSA) Claim Form: If an employee is unemployed after leaving a job, they may need to fill out this form to apply for financial assistance while searching for new work.
Employment and Support Allowance (ESA) Claim Form: This form is used by those who are unable to work due to illness or disability. It allows individuals to claim financial support from the government.
New Employer's PAYE Registration: When an employee starts a new job, the new employer must register them for PAYE (Pay As You Earn) to ensure proper tax deductions moving forward.

These documents play a crucial role in ensuring a smooth transition for employees leaving one job and moving to another or becoming unemployed. Each form serves a specific purpose in managing tax and benefits, making them essential for both employees and employers.

Misconceptions

Misconception 1: The P45 form is only for employees who quit their jobs.

This is incorrect. The P45 form is also issued when an employee is laid off, made redundant, or even in cases of death. It's a record of the employee's pay and tax deductions regardless of the reason for leaving.

Misconception 2: The P45 is not necessary for tax purposes.

In reality, the P45 is crucial for tax purposes. It helps the new employer to determine the correct tax code and deductions. Without it, an employee may face incorrect tax deductions, leading to overpayment or underpayment.

Misconception 3: Employees do not need to keep their P45.

This is false. Employees should keep their P45 safe, as it contains important information needed for future tax returns or when starting a new job. Copies are not available, so it’s essential to store it securely.

Misconception 4: The P45 form only has one part.

The P45 actually consists of four parts. Part 1 goes to HM Revenue & Customs (HMRC), while Parts 1A, 2, and 3 are given to the employee and the new employer. Each part serves a specific purpose in the employment and tax process.

Misconception 5: You can fill out the P45 form incorrectly without consequences.

Filling out the P45 incorrectly can lead to serious issues, such as incorrect tax codes and deductions. It’s important to ensure all information is accurate to avoid complications with tax payments.

Misconception 6: You do not need to inform HMRC if the employee dies.

This is a misunderstanding. If an employee passes away, the employer must indicate this on the P45 and send all parts of the form to HMRC immediately. This ensures proper handling of the employee's tax matters.

Misconception 7: The P45 form is only relevant in the UK.

While the P45 is specific to the UK tax system, similar forms exist in other countries. Each country has its own procedures for documenting employment and tax information, but the concept of a leaving work form is common.

Misconception 8: You don’t need to worry about the P45 if you are self-employed.

Self-employed individuals do not receive a P45, but they still need to manage their tax affairs. They must keep accurate records of their income and expenses and may need to file their own tax returns.

Misconception 9: The P45 is only for full-time employees.

This is incorrect. The P45 applies to all employees, regardless of whether they are full-time, part-time, or temporary. Anyone who leaves a job will receive this form, ensuring their tax information is recorded accurately.

Preview - P 45 It Form

P45 Part 1

Details of employee leaving work

Copy for HM Revenue & Customs

File your employee's P45 online at www.hmrc.gov.uk

Use capital letters when completing this form

Employer PAYE reference

Student Loan deductions

Office number

Reference number

Enter 'Y' if Student Loan deduction is due to be made

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS

or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. Make no entry

if week 1 or month 1 applies, go straight to box 8.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

Employee’s private address

This employment pay and tax. Leave blank if the Tax Code

is cumulative and the amounts are the same as box 7.

Total pay in this employment

•

Total tax in this employment

Postcode

•

Works number/Payroll number and Department or branch

(if any)

I certify that the details entered in items 1 to 11 on

this form are correct.

Employer name and address

Gender. Enter ‘X’ in the appropriate box

Male

Female

Date of birth DD MM YYYY

Postcode

Date DD MM YYYY

When an employee dies. If the employee has died

enter 'D' in the box and send all four parts of this

form to your HMRC office immediately.

Instructions for the employer

•Complete this form following the 'What to do when an employee leaves' instructions in the Employer Helpbook E13 Day-to-day payroll. Make sure the details are clear on all four parts of this form and that your name and address is shown on Parts 1 and 1A.

•Send Part 1 to your HM Revenue & Customs office immediately.

•Hand Parts 1A, 2 and 3 to your employee when they leave.

P45(Manual) Part 1

HMRC 04/08

P45 Part 1A

Details of employee leaving work

Copy for employee

Employer PAYE reference

Student Loan deductions

Office number

Reference number

Student Loan deductions to continue

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS

or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. If there is an ‘X’

at box 6 there will be no entries here.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

Employee’s private address

This employment pay and tax. If no entry here, the amounts

are those shown at box 7.

Total pay in this employment

•

Total tax in this employment

Postcode

•

Works number/Payroll number and Department or branch

(if any)

I certify that the details entered in items 1 to 11 on

this form are correct.

Employer name and address

Gender. Enter ‘X’ in the appropriate box

Male

Female

Date of birth DD MM YYYY

Postcode

Date DD MM YYYY

To the employee

The P45 is in three parts. Please keep this part (Part 1A) safe. Copies are not available. You might need the information in Part 1A to fill in a Tax Return if you are sent one.

Please read the notes in Part 2 that accompany Part 1A. The notes give some important information about what you should do next and what you should do with Parts 2 and 3 of this form.

Tax credits

Tax credits are flexible. They adapt to changes in your life, such as leaving a job. If you need to let us know about a change in your income, phone 0845 300 3900.

To the new employer

If your new employee gives you this Part 1A, please return it to them. Deal with Parts 2 and 3 as normal.

P45(Manual) Part 1A

HMRC 04/08

P45 Part 2 Details of employee leaving work

Copy for new employer

Employer PAYE reference

Office number Reference number

Employee's National Insurance number

Title - enter MR, MRS, MISS, MS or other title

Surname or family name

First or given name(s)

Leaving date DD MM YYYY

5Student Loan deductions

Student Loan deductions to continue

6Tax Code at leaving date

If week 1 or month 1 applies, enter 'X' in the box below. Week 1/Month 1

7Last entries on P11 Deductions Working Sheet. Complete only if Tax Code is cumulative. If there is an ‘X’ at box 6, there will be no entries here.

Week number			Month number
Total pay to date

£ •

Total tax to date

£ •

To the employee

This form is important to you. Take good care of it and keep it safe. Copies are not available. Please keep

Parts 2 and 3 of the form together and do not alter them in any way.

Going to a new job

Claiming Jobseeker's Allowance or

Employment and Support Allowance (ESA)

Take this form to your Jobcentre Plus office. They will pay you any tax refund you may be entitled to when your claim ends, or at 5 April if this is earlier.

Give Parts 2 and 3 of this form to your new employer, or you will have tax deducted using the emergency code and may pay too much tax. If you do not want your new employer to know the details on this form, send it to your HM Revenue & Customs (HMRC) office immediately with a letter saying so and giving the name and address of your new employer. HMRC can make special arrangements, but you may pay too much tax for a while as a result of this.

Going abroad

Not working and not claiming Jobseeker's Allowance or Employment and Support Allowance (ESA)

If you have paid tax and wish to claim a refund ask for form P50 Claiming Tax back when you have stopped working from any HMRC office or Enquiry Centre.

Help

If you need further help you can contact any HMRC office or Enquiry Centre. You can find us in The Phone Book under HM Revenue & Customs or go to www.hmrc.gov.uk

If you are going abroad or returning to a country

outside the UK ask for form P85 Leaving the United Kingdom from any HMRC office or Enquiry Centre.

Becoming self-employed

You must register with HMRC within three months of becoming self-employed or you could incur a penalty. To register as newly self-employed see The Phone Book under HM Revenue & Customs or go to www.hmrc.gov.uk

to get a copy of the booklet SE1 Are you thinking of working for yourself?

To the new employer

Check this form and complete boxes 8 to 18 in Part 3 and prepare a form P11 Deductions Working Sheet. Follow the instructions in the Employer Helpbook E13 Day-to-day payroll, for how to prepare a P11 Deductions Working Sheet. Send Part 3 of this form to your HMRC office immediately. Keep Part 2.

P45(Manual) Part 2

HMRC 04/08

P45 Part 3

New employee details

For completion by new employer

File your employee's P45 online at www.hmrc.gov.uk

Use capital letters when completing this form

Employer PAYE reference

Student Loan deductions

Office number Reference number

Student Loan deductions to continue

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. If there is an ‘X’

at box 6, there will be no entries here.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

To the new employer Complete boxes 8 to 18 and send P45 Part 3 only to your HMRC office immediately.

New employer PAYE reference

Office number Reference number

Employee's private address

9Date new employment started DD MM YYYY

10Works number/Payroll number and Department or branch (if any)

11Enter 'P' here if employee will not be paid by you between the date employment began and the next 5 April.

12Enter Tax Code in use if different to the Tax Code at box 6

If week 1 or month 1 applies, enter 'X' in the box below. Week 1/Month 1

13If the tax figure you are entering on P11 Deductions Working Sheet differs from box 7 (see the E13 Employer Helpbook Day-to-day payroll) please enter the

figure here.

£ •

14New employee's job title or job description

Postcode

16Gender. Enter ‘X’ in the appropriate box

Male

Female

17Date of birth DD MM YYYY

Declaration

18I have prepared a P11 Deductions Working Sheet in accordance with the details above.

Employer name and address

Postcode

Date DD MM YYYY

P45(Manual) Part 3

HMRC 04/08

Key takeaways

Filling out and using the P45 form is essential for both employers and employees when a job ends. Here are some key takeaways to ensure the process is smooth and compliant:

Understand the Structure: The P45 consists of three parts: Part 1 for HM Revenue & Customs (HMRC), Part 1A for the employee, and Parts 2 and 3 for the new employer. Each part serves a specific purpose.
Complete with Accuracy: When filling out the form, use capital letters and ensure all details, such as the employee's National Insurance number and PAYE reference, are correct.
Timeliness Matters: Employers must send Part 1 of the P45 to HMRC immediately after an employee leaves. This helps maintain accurate tax records.
Provide Necessary Copies: Hand Parts 1A, 2, and 3 to the employee when they leave. Employees should keep Part 1A safe for future reference, especially for tax returns.
Be Mindful of Student Loans: If applicable, indicate if Student Loan deductions are due. This ensures that the correct deductions continue with the new employer.
Follow Up on Tax Codes: If the employee's tax code is cumulative, complete the relevant sections accurately. If using the week 1 or month 1 basis, mark the appropriate box.
Know What to Do Next: Employees should be aware of their obligations after receiving the P45. For example, they need to provide Parts 2 and 3 to their new employer or handle tax matters with HMRC if not starting a new job immediately.

By keeping these points in mind, both employers and employees can navigate the P45 process effectively, ensuring compliance and minimizing potential tax issues.

Similar forms

P60: This document summarizes an employee's total pay and deductions for the tax year. Like the P45, it provides important information for tax purposes, helping employees understand their earnings and tax contributions.
P11D: This form reports benefits and expenses provided to employees. Similar to the P45, it is used for tax reporting and ensures that all taxable benefits are accounted for when an employee leaves a job.
P85: This form is used when someone is leaving the UK to work abroad. It helps determine tax refunds or liabilities, much like the P45 helps clarify tax status after leaving employment.
P50: This form is for claiming a tax refund after stopping work. Similar to the P45, it provides necessary information for HMRC to process any refunds owed to the employee.
P2: This document is a tax coding notice sent to employees. It informs them of their tax code, similar to how the P45 communicates tax information upon leaving a job.
California Civil form: Essential for initiating civil cases in California, the californiadocsonline.com/california-civil-form gathers vital information about the nature of the case, assisting courts in effective case management.
Tax Return (SA100): This is the annual self-assessment tax return form. Like the P45, it requires income and tax information to ensure accurate tax reporting and payments.

Fill Out a Valid P 45 It Template

Form Specs

Dos and Don'ts

Other PDF Documents

Common mistakes

Documents used along the form

Misconceptions

Preview - P 45 It Form

Key takeaways

Similar forms