Do I need to fill out a starter checklist?

Is a starter checklist mandatory? If your new employee doesn't have a recent P45 then they must complete a starter checklist. This will allow you, as their employer, to add them to the payroll and determine the correct tax code.

What is a HMRC starter checklist?

On a starter checklist, an employee is asked which statement applies to them: A This is their first job since last 6 April and they have not been receiving taxable Jobseeker's Allowance, Employment and Support Allowance, taxable Incapacity Benefit, state pension or occupational pension.

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.

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.

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.

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.

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.

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).

Get UK HMRC Starter Checklist 2016

Q: What is the alternative to a P45?

A P46 is a form that takes the place of a P45 if you don&#039;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.

Starter checklist Instructions for employers This Starter Checklist can be used to gather information about your new employee. You need to keep the information recorded on the Starter Checklist record for the current and previous 3 tax years. You can use this information to help fill in your first Full Payment Submission FPS for this employee. Do not send this form to HM Revenue and Customs HMRC. 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 give it to your employer. Do not send this form to HMRC. It s important that you choose the correct statement. If you do not choose the correct statement you may pay too much or too little tax. For help filling in this form watch our short youtube video go to www. youtube. com/hmrcgovuk Employee s personal details Last name First names Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth Home address Postcode Country National Insurance number if known Employment start date DD MM YYYY Are you male or female Male Female Date of birth DD MM YYYY Employee statement Choose the statement that applies to you either A B or C and tick the appropriate box. Statement A Do not choose this statement if you re in receipt of a State Works or Private Pension* following applies. This is my first job since 6 April and since the 6 April I ve not received payments from any of the following Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following Jobseeker s Allowance Employment and Support Allowance Incapacity Benefit Statement A applies to me you have another job and/or Page 1 HMRC 02/21 Student loans Types of Student Loan Tell us if any of the following statements apply to you you do not have any Student or Postgraduate Loans you re still studying full-time on a course that your Student Loan relates to you completed or left your full-time course after the start of the current tax year which started on 6 April you re already making regular direct debit You have Plan 1 if any of the following apply y ou lived in Northern Ireland when you started your course ou lived in England or Wales and started your course before 1 September 2012 after 1 September 2012. You lived in Scotland and applied through the Students Award Agency Scotland SAAS when you started If No tick this box and go to question 10 If Yes tick this box and go straight to the Declaration To avoid repaying more than you need to tick the correct Student Loans that you have - use the guidance on the right to help you. Please tick all that apply Plan 1 Plan 2 You have a Postgraduate Loan if any of the Master s course on or after 1 August 2016 ou lived in Wales and started your Postgraduate Master s course on or after 1 August 2017 Postgraduate Doctoral course on or after 1 August 2018 Plan 4 Employees for more information about the type of loan you have go to www.

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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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