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Blank P 45 It Template

The P45 It form is a document used in the UK to provide details about an employee who is leaving their job. It includes important information such as the employee's total pay and tax deductions up to their leaving date. Completing this form accurately is crucial for both the employer and the employee to ensure proper tax handling.

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The P45 form is a crucial document that comes into play when an employee leaves a job in the UK. It is divided into three parts, each serving a specific purpose. Part 1 is sent directly to HM Revenue & Customs (HMRC) by the employer, while Parts 1A and 2 are provided to the employee. These sections contain essential information, such as the employee's National Insurance number, tax code at the time of leaving, and details about their earnings and tax deductions. The form also indicates whether any student loan deductions are applicable. Completing the P45 accurately is vital, as it helps ensure that the employee's tax records are up to date, which can prevent issues when they start a new job or claim benefits. Employers must follow specific guidelines when filling out the form, including using capital letters and ensuring clarity in all entries. This attention to detail not only facilitates a smooth transition for the employee but also helps the employer maintain compliance with tax regulations.

Document Example

P45 Part 1

Details of employee leaving work

Copy for HM Revenue & Customs

File your employee's P45 online at www.hmrc.gov.uk

Use capital letters when completing this form

Employer PAYE reference

Student Loan deductions

Office number

Reference number

Enter 'Y' if Student Loan deduction is due to be made

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS

or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. Make no entry

if week 1 or month 1 applies, go straight to box 8.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

Employee’s private address

This employment pay and tax. Leave blank if the Tax Code

is cumulative and the amounts are the same as box 7.

Total pay in this employment

•

Total tax in this employment

Postcode

•

Works number/Payroll number and Department or branch

(if any)

I certify that the details entered in items 1 to 11 on

this form are correct.

Employer name and address

Gender. Enter ‘X’ in the appropriate box

Male

Female

Date of birth DD MM YYYY

Postcode

Date DD MM YYYY

When an employee dies. If the employee has died

enter 'D' in the box and send all four parts of this

form to your HMRC office immediately.

Instructions for the employer

•Complete this form following the 'What to do when an employee leaves' instructions in the Employer Helpbook E13 Day-to-day payroll. Make sure the details are clear on all four parts of this form and that your name and address is shown on Parts 1 and 1A.

•Send Part 1 to your HM Revenue & Customs office immediately.

•Hand Parts 1A, 2 and 3 to your employee when they leave.

P45(Manual) Part 1

HMRC 04/08

P45 Part 1A

Details of employee leaving work

Copy for employee

Employer PAYE reference

Student Loan deductions

Office number

Reference number

Student Loan deductions to continue

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS

or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. If there is an ‘X’

at box 6 there will be no entries here.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

Employee’s private address

This employment pay and tax. If no entry here, the amounts

are those shown at box 7.

Total pay in this employment

•

Total tax in this employment

Postcode

•

Works number/Payroll number and Department or branch

(if any)

I certify that the details entered in items 1 to 11 on

this form are correct.

Employer name and address

Gender. Enter ‘X’ in the appropriate box

Male

Female

Date of birth DD MM YYYY

Postcode

Date DD MM YYYY

To the employee

The P45 is in three parts. Please keep this part (Part 1A) safe. Copies are not available. You might need the information in Part 1A to fill in a Tax Return if you are sent one.

Please read the notes in Part 2 that accompany Part 1A. The notes give some important information about what you should do next and what you should do with Parts 2 and 3 of this form.

Tax credits

Tax credits are flexible. They adapt to changes in your life, such as leaving a job. If you need to let us know about a change in your income, phone 0845 300 3900.

To the new employer

If your new employee gives you this Part 1A, please return it to them. Deal with Parts 2 and 3 as normal.

P45(Manual) Part 1A

HMRC 04/08

P45 Part 2 Details of employee leaving work

Copy for new employer

Employer PAYE reference

Office number Reference number

Employee's National Insurance number

Title - enter MR, MRS, MISS, MS or other title

Surname or family name

First or given name(s)

Leaving date DD MM YYYY

5Student Loan deductions

Student Loan deductions to continue

6Tax Code at leaving date

If week 1 or month 1 applies, enter 'X' in the box below. Week 1/Month 1

7Last entries on P11 Deductions Working Sheet. Complete only if Tax Code is cumulative. If there is an ‘X’ at box 6, there will be no entries here.

Week number			Month number
Total pay to date

£ •

Total tax to date

£ •

To the employee

This form is important to you. Take good care of it and keep it safe. Copies are not available. Please keep

Parts 2 and 3 of the form together and do not alter them in any way.

Going to a new job

Claiming Jobseeker's Allowance or

Employment and Support Allowance (ESA)

Take this form to your Jobcentre Plus office. They will pay you any tax refund you may be entitled to when your claim ends, or at 5 April if this is earlier.

Give Parts 2 and 3 of this form to your new employer, or you will have tax deducted using the emergency code and may pay too much tax. If you do not want your new employer to know the details on this form, send it to your HM Revenue & Customs (HMRC) office immediately with a letter saying so and giving the name and address of your new employer. HMRC can make special arrangements, but you may pay too much tax for a while as a result of this.

Going abroad

Not working and not claiming Jobseeker's Allowance or Employment and Support Allowance (ESA)

If you have paid tax and wish to claim a refund ask for form P50 Claiming Tax back when you have stopped working from any HMRC office or Enquiry Centre.

Help

If you need further help you can contact any HMRC office or Enquiry Centre. You can find us in The Phone Book under HM Revenue & Customs or go to www.hmrc.gov.uk

If you are going abroad or returning to a country

outside the UK ask for form P85 Leaving the United Kingdom from any HMRC office or Enquiry Centre.

Becoming self-employed

You must register with HMRC within three months of becoming self-employed or you could incur a penalty. To register as newly self-employed see The Phone Book under HM Revenue & Customs or go to www.hmrc.gov.uk

to get a copy of the booklet SE1 Are you thinking of working for yourself?

To the new employer

Check this form and complete boxes 8 to 18 in Part 3 and prepare a form P11 Deductions Working Sheet. Follow the instructions in the Employer Helpbook E13 Day-to-day payroll, for how to prepare a P11 Deductions Working Sheet. Send Part 3 of this form to your HMRC office immediately. Keep Part 2.

P45(Manual) Part 2

HMRC 04/08

P45 Part 3

New employee details

For completion by new employer

File your employee's P45 online at www.hmrc.gov.uk

Use capital letters when completing this form

Employer PAYE reference

Student Loan deductions

Office number Reference number

Student Loan deductions to continue

Tax Code at leaving date

Employee's National Insurance number

If week 1 or month 1 applies, enter 'X' in the box below.

Title – enter MR, MRS, MISS, MS or other title

Week 1/Month 1

Last entries on P11 Deductions Working Sheet.

Surname or family name

Complete only if Tax Code is cumulative. If there is an ‘X’

at box 6, there will be no entries here.

Week number

Month number

First or given name(s)

Total pay to date

•

Leaving date DD MM YYYY

Total tax to date

•

To the new employer Complete boxes 8 to 18 and send P45 Part 3 only to your HMRC office immediately.

New employer PAYE reference

Office number Reference number

Employee's private address

9Date new employment started DD MM YYYY

10Works number/Payroll number and Department or branch (if any)

11Enter 'P' here if employee will not be paid by you between the date employment began and the next 5 April.

12Enter Tax Code in use if different to the Tax Code at box 6

If week 1 or month 1 applies, enter 'X' in the box below. Week 1/Month 1

13If the tax figure you are entering on P11 Deductions Working Sheet differs from box 7 (see the E13 Employer Helpbook Day-to-day payroll) please enter the

figure here.

£ •

14New employee's job title or job description

Postcode

16Gender. Enter ‘X’ in the appropriate box

Male

Female

17Date of birth DD MM YYYY

Declaration

18I have prepared a P11 Deductions Working Sheet in accordance with the details above.

Employer name and address

Postcode

Date DD MM YYYY

P45(Manual) Part 3

HMRC 04/08

Frequently Asked Questions

What is a P45 form?

The P45 form is a document issued by an employer when an employee leaves their job. It contains important information regarding the employee's earnings and the taxes that have been deducted up to the point of leaving. The form is divided into multiple parts, with each part serving a specific purpose for the employer, the employee, and any new employer.
What information does the P45 include?

The P45 includes several key details, such as the employee's National Insurance number, tax code at the time of leaving, total pay to date, and total tax deducted. It also records the leaving date and the employer's PAYE reference. This information is crucial for the employee's tax records and for their next employer.
How is the P45 form completed?

Employers must fill out the P45 form accurately, following the guidelines provided in the Employer Helpbook E13. They should ensure that all details are clear and that the employer's name and address appear on the relevant parts of the form. Once completed, Part 1 is sent to HM Revenue & Customs (HMRC), while Parts 1A, 2, and 3 are given to the employee.
What should an employee do with their P45?

Employees should keep their P45 safe, as it is an important document for tax purposes. They will need it when starting a new job or when filing a tax return. Parts 2 and 3 should be provided to the new employer to ensure proper tax deductions are made. If the employee does not want their new employer to see the details, they can send the form directly to HMRC.
What if an employee dies?

If an employee passes away, the employer must mark the P45 with a 'D' in the appropriate box and send all parts of the form to HMRC immediately. This ensures that the tax affairs of the deceased are handled correctly and promptly.
What happens if an employee starts a new job?

When starting a new job, an employee should present Part 1A of the P45 to their new employer. This helps the new employer determine the correct tax code to use, preventing the employee from being placed on an emergency tax code, which could lead to overpayment of taxes.
Can an employee claim a tax refund using the P45?

Yes, if an employee has overpaid taxes while employed, they can use the P45 to claim a tax refund. They may need to contact HMRC or visit a Jobcentre Plus office to facilitate this process, especially if they are not currently employed or claiming benefits.
What should a new employer do with the P45?

A new employer must review the P45 provided by the employee and complete the necessary sections in Part 3. This information is essential for preparing the P11 Deductions Working Sheet. The new employer should send Part 3 to HMRC promptly to ensure accurate tax records are maintained.
Where can I find more information about the P45?

Additional information about the P45 form can be found on the HMRC website at www.hmrc.gov.uk. This site offers guidance on completing the form, as well as details about tax codes and deductions. For specific inquiries, employees and employers can also contact HMRC directly.

Misconceptions

Misconceptions about the P45 form can lead to confusion for both employers and employees. Here are four common misconceptions:

The P45 form is only for employees who are leaving a job permanently. Many believe that the P45 is only issued when an employee permanently leaves their job. However, it can also be relevant for those transitioning to a new job, as it provides necessary tax information for the new employer.
Employees do not need to keep their P45 after receiving it. Some think that once they receive their P45, they can discard it. In reality, keeping this form is crucial as it contains important tax information that may be needed for future tax returns or claims.
The P45 form automatically updates tax codes with HMRC. There is a misconception that submitting a P45 automatically updates tax codes with HM Revenue & Customs (HMRC). While the form does inform HMRC of an employee's leaving date and tax details, employees must ensure their new employer has the correct tax code to avoid overpayment of taxes.
The P45 form is not needed if starting a new job immediately. Some believe that if they start a new job right after leaving their previous one, they do not need to present their P45. This is incorrect. Providing the P45 to the new employer is essential to ensure proper tax deductions and avoid being placed on an emergency tax code.

Common mistakes

Not using capital letters: It's essential to fill out the P45 form using capital letters. This ensures clarity and reduces the chances of errors. Many people forget this simple rule, leading to potential misunderstandings.
Incorrect National Insurance number: Providing an incorrect National Insurance number can cause significant delays in processing. Double-check this number before submitting the form.
Missing the 'X' for Week 1/Month 1: If you are on a Week 1 or Month 1 tax code, failing to mark the box with an 'X' can lead to incorrect tax deductions. This mistake often goes unnoticed until it’s too late.
Not certifying the details: It’s crucial to certify that all information entered is correct. Skipping this step can result in complications for both the employee and employer. Make sure to complete this certification before submission.

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Document Data

Fact Name	Description
Purpose of P45	The P45 form is used to document an employee's tax information when they leave a job in the UK. It provides essential details for tax purposes, ensuring accurate tax calculations for future employment.
Parts of the Form	The P45 consists of three parts: Part 1 is for HM Revenue & Customs (HMRC), Part 1A is for the employee, and Parts 2 and 3 are for the new employer.
Information Required	Key information includes the employee's National Insurance number, leaving date, total pay to date, and total tax to date. This data helps in calculating the tax owed or refunded.
Filing Requirements	Employers must send Part 1 to HMRC immediately after an employee leaves. Parts 1A, 2, and 3 should be provided to the employee and new employer, respectively.
Student Loan Deductions	The form includes sections for indicating if student loan deductions are applicable. This is crucial for ensuring proper deductions are made in future employment.
Emergency Tax Code	If the employee does not provide the P45 to their new employer, they may be placed on an emergency tax code, which could lead to overpayment of taxes.
Importance for Employees	Employees should keep Part 1A safe, as it may be needed for tax returns or to claim tax refunds. Losing this part could complicate tax matters.
Legal Framework	The P45 form is governed by UK tax law, specifically under the Income Tax (Earnings and Pensions) Act 2003, which outlines the requirements for tax documentation.

Similar forms

The P45 form is similar to the W-2 form, which is used in the United States to report an employee's annual wages and the taxes withheld from their paychecks. Like the P45, the W-2 provides essential information for tax reporting purposes. Both documents serve as official records of employment and income, helping employees to accurately file their tax returns. While the P45 is issued when an employee leaves a job, the W-2 is provided at the end of the tax year, summarizing earnings and tax withholdings for the entire year.

Another document similar to the P45 is the 1099 form. This form is typically used for independent contractors or freelancers to report income that is not subject to withholding. Like the P45, the 1099 provides details about the total amount earned during a specific period. However, the key difference lies in the employment relationship; the P45 is for employees who have an employer-employee relationship, while the 1099 is for those who work independently. Both forms are crucial for accurate tax reporting.

The P60 form also shares similarities with the P45. In the UK, the P60 is issued at the end of the tax year and summarizes an employee's total pay and tax deductions for that year. This document serves as a record for employees to reference when filing their tax returns. Like the P45, it is important for tax purposes but is provided at a different time in the employment cycle, reflecting a full year of earnings rather than just the period of employment termination.

A Non-disclosure Agreement (NDA) form is essential for anyone dealing with sensitive information in New York. It creates a legal framework that protects confidential data from unauthorized disclosure, offering peace of mind to both individuals and businesses. By clearly outlining the obligations and expectations of all parties involved, it ensures that proprietary information remains secure and is shared only under agreed terms. For further insights into NDAs and their significance, you can visit OnlineLawDocs.com.

The P11D form is another document that has a connection to the P45. This form is used to report benefits and expenses provided to employees that are not included in their regular salary. Similar to the P45, the P11D is relevant for tax calculations. Both documents help ensure that employees and employers fulfill their tax obligations, but they serve different purposes within the employment context.

The IRS Form 1040 is a significant document in the U.S. tax system that also bears similarities to the P45. The 1040 is the standard individual income tax return form used to report income and calculate tax liability. Like the P45, it provides essential information for tax reporting. However, the 1040 encompasses a broader scope, allowing individuals to report various income sources, deductions, and credits, whereas the P45 is focused on employment-related income and tax deductions.

The P60U form, which is less commonly known, is another document that resembles the P45. This form is used to provide a summary of an employee's pay and tax deductions for a specific period, similar to the P60 but for employees who may have had multiple employments within the year. Both the P45 and P60U are critical for ensuring that employees have accurate records for tax reporting, although the P60U is used in a more specific context.

In the realm of unemployment benefits, the Claim for Jobseeker’s Allowance (JSA) form can also be compared to the P45. When individuals apply for JSA, they need to provide information about their previous employment, which is often summarized in the P45. Both documents play a role in determining eligibility for benefits, as they provide necessary employment history and income information.

The Form 1095-C is another document that bears resemblance to the P45. This form is used by applicable large employers to report health insurance coverage offered to employees. While the P45 focuses on income and tax deductions, the 1095-C provides information about health coverage, which is also important for tax purposes. Both documents contribute to an individual’s overall tax situation but address different aspects of employment.

Lastly, the Form 941 is similar to the P45 in that it is used for reporting employment taxes. This form is filed quarterly by employers to report income taxes, Social Security tax, and Medicare tax withheld from employee paychecks. While the P45 is issued to employees upon leaving a job, the Form 941 is a tool for employers to report their tax obligations. Both are essential for compliance with tax laws but serve different roles in the employment relationship.