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  • Starter Checklist - Gov.uk

Get Starter Checklist - Gov.uk

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 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.

  1. Press ‘Get Form’ button to access the Starter Checklist and open it in your preferred document editor.
  2. 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.
  3. Input the 'Home address', including the postcode and country.
  4. Select the 'Gender' of the employee by checking either 'Male' or 'Female'.
  5. If known, enter the employee’s 'National Insurance number'.
  6. Fill in the 'Employment start date' using the format DD MM YYYY.
  7. Next, provide the 'Date of birth' in the format DD MM YYYY.
  8. Choose only one statement from the three options provided (A, B, or C) that best reflects the employee's current employment situation.
  9. If applicable, indicate whether the employee has a Student Loan that is not fully repaid by selecting 'Yes' or 'No'.
  10. 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.
  11. Specify the type of Student Loan (Plan 1 or Plan 2) based on the employee’s educational background.
  12. Indicate whether the employee finished their studies before the last 6 April by selecting 'Yes' or 'No'.
  13. After completing all sections, have the employee sign and date the form using the format DD MM YYYY.
  14. 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!

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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.

What is a starter checklist? 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.

If you do not provide this information, you could end up paying the wrong amount of tax. Even if you do have a P45, you can also complete the starter checklist to tell your new employer about your student loan position – the P45 only indicates whether a new employee is already repaying a student loan.

One document of ID - passport or driving licence. One document showing proof of address – utility bill, bank statement, credit card statement, driving licence (only if driving licence shows the applicant's current address and has not also been used as ID document)

An employment statement is a letter that can verify a hiring manager has accepted the candidate to work as a casual employee. This formal document may provide important details about the job and can outline terms and conditions for the employee to follow.

Why completing a starter checklist CORRECTLY when starting a new job really does matter! One major cause of tax problems for those in employment, is the incorrect completion of the starter checklist – in particular picking the wrong employee statement (A, B or C).

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232