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                Get Starter Checklist - Gov.uk
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How to fill out the Starter Checklist - Gov.uk online
The Starter Checklist is an essential document for employers and new employees in the UK, designed to collect crucial information for tax and payroll purposes. This guide will provide a step-by-step approach to efficiently fill out the Starter Checklist online, ensuring clarity and accuracy for both parties involved.
Follow the steps to complete the Starter Checklist online.
- Press ‘Get Form’ button to access the Starter Checklist and open it in your preferred document editor.
- Begin by entering the employee’s personal details. This includes the 'Last name' and 'First name(s)'. Ensure to use full names instead of initials.
- Input the 'Home address', including the postcode and country.
- Select the 'Gender' of the employee by checking either 'Male' or 'Female'.
- If known, enter the employee’s 'National Insurance number'.
- Fill in the 'Employment start date' using the format DD MM YYYY.
- Next, provide the 'Date of birth' in the format DD MM YYYY.
- Choose only one statement from the three options provided (A, B, or C) that best reflects the employee's current employment situation.
- If applicable, indicate whether the employee has a Student Loan that is not fully repaid by selecting 'Yes' or 'No'.
- If the answer to question 9 is 'Yes', proceed to question 10 to specify if they are repaying the Student Loan directly to the Student Loans Company.
- Specify the type of Student Loan (Plan 1 or Plan 2) based on the employee’s educational background.
- Indicate whether the employee finished their studies before the last 6 April by selecting 'Yes' or 'No'.
- After completing all sections, have the employee sign and date the form using the format DD MM YYYY.
- Finally, review the completed form for accuracy. Users can then save changes, download, print, or share the form as needed.
Complete your Starter Checklist online today for a smooth onboarding process!
A new employee starter form, or starter checklist, is a document that a company and employee complete at the beginning of a new hire's employment period. By collecting the form, the employer can obtain the details necessary to set up the employee on their payroll system and assign the correct tax code.
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