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 UK HMRC Starter Checklist online
The UK HMRC Starter Checklist is an essential form for new employees, providing necessary personal information to ensure the correct tax code is applied. This guide will walk you through the steps of filling out the Starter Checklist online, ensuring a smooth process for both employees and employers.
Follow the steps to complete the Starter Checklist effectively.
- Click the ‘Get Form’ button to obtain the Starter Checklist and open it for filling out.
- In the 'Employee's personal details' section, enter your last name and first names. Avoid using initials or shortened versions of your name.
- If known, input your National Insurance number.
- Indicate your gender by selecting either 'male' or 'female'.
- Next, provide your date of birth in the format (DD MM YYYY).
- Choose the statement that applies to your employment situation: Statement A, B, or C, and tick the corresponding box. Make sure to read the descriptions carefully to select the correct statement.
- For students, indicate if any of the statements relating to student loans apply to you. Tick the appropriate boxes based on your circumstances.
- Complete the declaration section by confirming the accuracy of the information provided, signing, and entering your full name and date.
- Once all sections are completed, ensure that all information is accurate and clear. You can then save the changes, download, print, or share the completed form with your employer.
Ensure your employment records are accurate by filling out the Starter Checklist online today.
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Do I need to fill out a starter checklist?
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).
What is a HMRC starter checklist?
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.
What is the alternative to a P45?
A P46 is a form that takes the place of a P45 if you don't have one from a previous employer. It is a tax form that ensures you pay the correct amount of income tax from your pay.
Do you need a starter checklist if you have a P45?
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.
Do you complete a starter checklist if you have a P45?
You only need a starter checklist from your employee to work out their tax code if either: they do not have a P45. they left their last job before 6 April 2021.
How do you fill in a starter checklist?
Below, you can find a list of five sections to complete on a new starter checklist, which is correct as of February 2022: Employee personal details. In the first six questions of the new starter checklist, the employee enters their personal information. ... Employment start date. ... Employee statement. ... Student loans. ... Declaration.
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