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 ....
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How to fill out the UK HMRC Starter Checklist online
The UK HMRC Starter Checklist is a crucial document for new employees in the UK. This guide will provide a supportive and detailed overview of how to properly complete this form online.
Follow the steps to complete the UK HMRC Starter Checklist online.
- Use the ‘Get Form’ button to access the checklist and open it in your preferred document editor.
- Begin by providing your personal details in the relevant fields. This includes your full name, national insurance number, and address. Ensure accuracy in each entry to avoid any issues with payroll.
- Next, indicate your date of birth. It is essential to input this accurately, as it contributes to your tax records and eligibility for certain benefits.
- Fill in your previous tax code, if applicable. If you are not a new employee, this information helps HMRC determine your tax status.
- Provide details of any previous employment within the last tax year. This information aids HMRC in processing your information correctly for tax purposes.
- If applicable, indicate whether you were a student or if you have been working abroad, as this information may affect your tax code.
- Finally, review all the information entered to ensure completeness and accuracy. Once you are satisfied, proceed to save changes, download, or print the form as needed.
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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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