Blank P 45 It Form

The P45 It form is an essential document that employers provide to employees when they leave a job. It contains important information about the employee's pay and tax details, which is necessary for tax purposes. Understanding how to complete and manage this form is crucial for both employers and employees to ensure a smooth transition to new employment or other benefits.

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Misconceptions

The P45 form is a crucial document for employees leaving a job in the UK, but there are several misconceptions surrounding it. Here are eight common misunderstandings:

The P45 is only for employees who resign. Many believe that the P45 is only issued when someone voluntarily leaves a job. In reality, it is required whenever an employee leaves, regardless of the reason, including termination or redundancy.
Employees do not need to keep their P45. Some people think that the P45 is not important after they leave a job. However, it is essential to keep it safe as it contains important tax information that may be needed for future employment or tax returns.
The P45 is the same as a P60. There is confusion between these two forms. The P45 is issued when leaving a job, while the P60 is provided at the end of the tax year, summarizing total earnings and tax paid for the year.
Only the employee needs a P45. Some believe that only the departing employee requires the P45. In fact, the employer must also keep a copy for their records, as it is part of their payroll documentation.
The P45 is not necessary for tax purposes. This misconception can lead to tax issues. The P45 is essential for ensuring that the correct tax code is applied in future employment and for claiming any tax refunds.
The P45 is automatically sent to the employee. Many assume that employers will automatically send the P45 to the employee. However, it is the employer's responsibility to provide the P45 at the time of leaving.
All parts of the P45 are necessary to keep. Some think they need to keep every part of the P45. However, only Part 1A is for the employee to retain, while the other parts are for HMRC and the new employer.
The P45 is only relevant for those moving to another job. Some individuals believe that the P45 is only important if they have a new job lined up. However, it is also crucial for those who may be claiming benefits or tax refunds after leaving employment.

Detailed Steps for Filling Out P 45 It

Filling out the P45 It form is a crucial step when an employee leaves a job. This form provides essential information for tax purposes and ensures that both the employer and employee have accurate records. Below are the steps to complete the form effectively.

Begin with Part 1 of the form. Use capital letters for all entries.
Enter the employer's PAYE reference in box 1.
In box 2, fill in the employee's National Insurance number.
Provide the employee's title (MR, MRS, MISS, MS, or other) in box 3.
Record the employee's surname or family name in box 4.
Fill in the employee's first or given name(s) in box 5.
Indicate the leaving date in box 6 using the format DD MM YYYY.
Complete box 7 with the total pay to date and total tax to date.
In box 8, enter the total pay in this employment and total tax in this employment.
Provide the employee's private address in box 9, including the postcode.
Indicate the employee's gender in box 10 by marking 'X' in the appropriate box.
Enter the employee's date of birth in box 11 using the format DD MM YYYY.
In box 12, certify that the details entered are correct by signing and dating the form.
Send Part 1 to HM Revenue & Customs immediately.
Hand Parts 1A, 2, and 3 to the employee upon their departure.

After completing the P45 form, ensure all parts are distributed correctly. The employee will need Parts 1A, 2, and 3 for their records and to provide to their new employer. Timely submission to HMRC is essential to avoid any tax complications.

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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

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Dos and Don'ts

When filling out the P45 form, it’s essential to follow certain guidelines to ensure accuracy and compliance. Here’s a helpful list of things you should and shouldn’t do:

Do use capital letters throughout the form to ensure clarity.
Don’t leave any mandatory fields blank; every section must be completed.
Do double-check the employee’s National Insurance number for accuracy.
Don’t enter a tax code if it’s not cumulative when it should be; follow the instructions carefully.
Do ensure the leaving date is formatted correctly (DD MM YYYY).
Don’t forget to certify the details entered; this is crucial for validation.
Do send Part 1 to HM Revenue & Customs immediately after completing the form.
Don’t alter any information on Parts 2 and 3; they must remain intact.
Do keep a copy of the completed form for your records.
Don’t ignore the importance of this form; it affects tax deductions and future employment.

Following these guidelines will help ensure that the P45 form is filled out correctly and submitted on time, making the transition smoother for both the employer and the employee.

Key takeaways

When filling out and using the P45 It form, keep these key takeaways in mind:

Complete with Care: Ensure all sections of the form are filled out clearly and accurately. Use capital letters to avoid confusion.
Timely Submission: Send Part 1 to HM Revenue & Customs (HMRC) immediately after completing the form. This helps ensure proper processing of tax records.
Employee Copies: Provide Parts 1A, 2, and 3 to the employee upon their departure. They need these for their records and future employment.
Understand Tax Codes: Pay attention to the tax code at the time of leaving. This affects how taxes are calculated for the employee's next job.
Handle Special Cases: If the employee has passed away, mark the appropriate box and send all parts of the form to HMRC without delay.
Keep Important Information: Employees should retain Part 1A for their records, as it may be needed for tax returns or other claims.

Similar forms

The P60 form serves as a summary of an employee's total pay and deductions for a tax year. Similar to the P45, the P60 is issued by an employer but is provided at the end of the tax year rather than when an employee leaves. It includes information such as total earnings, tax paid, and National Insurance contributions, which can be useful for employees when filing their tax returns. Both forms are important for tax purposes, but the P60 is more comprehensive as it covers the entire year, while the P45 focuses on the period of employment that has just ended.

The P11D form is another document that shares similarities with the P45, particularly in its purpose of reporting earnings. However, the P11D is specifically used to report benefits and expenses provided to employees. This form is crucial for employers to declare non-cash benefits that may affect an employee's tax liability. While the P45 details earnings and tax deductions upon leaving a job, the P11D provides a broader view of an employee's total compensation package, including perks that are not reflected in regular paychecks.

The P60C form is related to the P60 and is issued when an employee has been employed for only part of the tax year. It summarizes the pay and tax details for that specific period. This form is similar to the P45 in that it is provided when employment ends or changes. Both forms serve to inform the employee and HM Revenue & Customs about earnings and tax deductions, but the P60C is focused on shorter employment periods within a tax year.

The P50 form is used to claim a tax refund when an employee stops working. Like the P45, it is relevant for individuals who have left their jobs. The P50 allows employees to reclaim any overpaid tax, while the P45 provides necessary employment details for tax purposes. Both forms play a role in ensuring that employees are taxed correctly, but the P50 specifically addresses the need for a refund, whereas the P45 documents the end of employment.

The P85 form is utilized when someone is leaving the UK to live or work abroad. This form is similar to the P45 in that it notifies HM Revenue & Customs about a change in employment status. The P85 helps determine an individual's tax residency and any tax refunds due when moving out of the country. Both forms are essential for managing tax responsibilities, but the P85 specifically addresses international moves, while the P45 pertains to domestic employment changes.

The P14 form, now replaced by the P60, was previously used to report an employee's pay and tax deductions at the end of the tax year. It is similar to the P45 in that it provided information relevant to the employee's tax situation. While the P14 was issued at the end of the tax year, the P45 is issued when employment ends. Both forms serve to inform employees and HMRC about earnings and tax contributions, but the P14 was more focused on annual totals, whereas the P45 is concerned with the specifics of employment termination.

The FPS (Full Payment Submission) is a report submitted by employers to HM Revenue & Customs each time they pay their employees. While the P45 is a one-time document issued upon leaving a job, the FPS is submitted regularly throughout the year. Both documents provide important information about an employee's earnings and tax deductions. The FPS ensures that HMRC has up-to-date information on an employee's pay, while the P45 is necessary for employees transitioning out of a job.

Documents used along the form

The P45 form is an important document for employees who are leaving a job. It provides essential information about their earnings and tax deductions. Along with the P45, several other forms and documents are commonly used to ensure a smooth transition for both the employee and the new employer. Below is a list of these documents.

P60: This form summarizes an employee's total pay and deductions for the tax year. It is issued by the employer at the end of the tax year and is essential for tax returns and claims for tax credits.
P50: Used when an employee stops working and wishes to claim a tax refund. This form helps individuals get back any tax overpaid during their employment.
P85: This form is for individuals who are leaving the UK to live or work abroad. It notifies HM Revenue & Customs (HMRC) of the change in residency and helps in claiming any tax refunds due.
P11D: This document details any benefits or expenses provided by the employer that are not included in the employee’s salary. It is important for calculating tax liabilities on non-cash benefits.

Understanding these forms can help employees navigate their tax obligations and ensure that they receive any refunds or benefits they may be entitled to. Keeping these documents organized and accessible is crucial during the transition period.