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UK HMRC Starter Checklist 2020 free printable template

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Starter checklist Instructions for employers This Starter Checklist can be used to gather information about your new employee. You can use this information to help fill in your first Full Payment
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How to fill out UK HMRC Starter Checklist

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How to fill out UK HMRC Starter Checklist

01
Download the UK HMRC Starter Checklist from the official HMRC website.
02
Begin with your personal information such as your name, address, and contact details.
03
Provide your National Insurance number if you have one; if not, indicate that you are a new employee.
04
Enter your date of birth, ensuring it's in the correct format.
05
Fill in your previous employment details, including the name of your last employer and your termination date.
06
Indicate how often you will be paid (weekly, biweekly, monthly, etc.).
07
Sign and date the completed checklist to confirm that the information provided is accurate.
08
Submit the completed checklist to your employer.

Who needs UK HMRC Starter Checklist?

01
Anyone who is starting a new job in the UK and requires a payroll setup.
02
New employees who do not have an existing tax code.
03
Employees who are returning to the workforce after a break and need to update their employment details.

Who Needs Form P46?

According to HMRC, a non-ministerial department in UK, all employers who take on new employees should issue Form P45. It has recently replaced similar Form P46. This form must be filled out by the employees who are going to apply for a new job.  

What is Form P45 for?

Form P45 helps employers to get the correct tax code for each employee and set up starter declaration on their payroll software. Form P46 is also completed when an employee doesn’t have Form P45 from their previous job or if they stopped working at their previous job before the 6th of April 2016.

Is Form P45 Accompanied by Other Forms?

An employer will need the following information from their new employees:

  • Tax paid for the current tax year
  • Existing tax code
  • Student loan deduction status
  • Date when employee has left their last job

When is Form P45 due?

Employer requires Form P45 before a new employee gets paid for the first time. An employer is supposed to keep Form P45 for the next three tax years.

How Do I Fill out Form P45?

Form P45 doesn’t pose any difficulties. It’s brief and easy to fill out. An employee must provide such information:

  • Gender
  • Address
  • Employee statement that tells about employee’s previous job and work status in general

Where Do I Send Form P45?

Once an employee has completed the form, they must submit it to their employer.

Instructions and Help about UK HMRC Starter Checklist

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People Also Ask about

B – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or taxable Incapacity Benefit.
A starter checklist is an HMRC form completed by a new employee at a company if they don't have a P45. As an employer, a starter checklist gives you the details you need to set up a new employee on the payroll system and assign the correct tax code for tax and National Insurance deductions.
B – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a State or Occupational Pension. OR.
As a new employee your employer needs the information on this form before your first payday to tell HMRC about you and help them use the correct tax code. Fill in this form then you can print it and send it or give it to your employer.
Category C = code BR which means you pay tax at the basic rate, currently 20%, on all of your wages. This code should give the correct result if you are a BR taxpayer and all of your personal allowance for the year is being fully used against earnings from your other employment.
How to fill in a starter checklist personal details, including their name, full address and date of birth. their National Insurance number. start date. details of any student loans or postgraduate loans. previous tax code information. passport number (if they are sent to work temporarily in the UK by an overseas employee)

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The UK HMRC Starter Checklist is a form that newly employed individuals must complete to provide their new employer with essential tax and National Insurance information.
Individuals who are starting a new job and are not providing a P45 from a previous employer must fill out the UK HMRC Starter Checklist.
To fill out the UK HMRC Starter Checklist, individuals must provide personal details such as their name, address, National Insurance number, and information about previous employment and tax codes.
The purpose of the UK HMRC Starter Checklist is to ensure that the employer deducts the correct amount of tax and National Insurance contributions from employees' salaries.
The information that must be reported includes personal details, National Insurance number, tax codes, details about previous jobs, and any other relevant tax information.
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