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Fill Out a Valid P 45 It Form

The P45 It form is an essential document that records an employee's tax and pay details when they leave a job. This form is divided into three parts, each serving a specific purpose for the employee, employer, and HM Revenue & Customs. If you're ready to fill out the P45, click the button below.

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Structure

The P45 form plays a crucial role in the employment landscape of the United Kingdom, specifically for those transitioning between jobs. This document is issued when an employee leaves their workplace, providing essential details regarding their employment and tax status. Comprising three parts, the P45 includes information such as the employee's National Insurance number, tax code at the time of departure, and total pay and tax deducted during their employment. It serves not only as a record for the employee but also as a vital tool for their new employer to ensure accurate tax deductions. Completing the P45 accurately is essential; employers must follow specific guidelines to ensure that all necessary information is clearly recorded. For employees, retaining Part 1A of the form is important, as it may be required for future tax returns or to claim tax credits. Furthermore, the P45 facilitates the smooth transition to new employment, helping to prevent issues such as overtaxation. Understanding the significance of this form is paramount for both employees and employers, as it supports compliance with tax regulations and aids in the financial stability of individuals during periods of change.

Common mistakes

Using Incorrect Capitalization: It is essential to fill out the P45 IT form using capital letters. Many individuals overlook this requirement, which can lead to processing delays.
Missing or Incorrect National Insurance Number: The employee's National Insurance number must be accurate. Errors in this section can result in complications with tax records and benefits.
Not Indicating Week 1 or Month 1: If the employee is on a Week 1 or Month 1 tax code, it is crucial to mark 'X' in the designated box. Failing to do so may cause incorrect tax calculations.
Omitting the Leaving Date: The leaving date is a critical piece of information. Neglecting to fill this out can lead to significant issues with tax filings and records.
Incorrect Tax Code Entry: Entering the wrong tax code can lead to incorrect tax deductions. Ensure that the tax code at the leaving date is accurately recorded.
Failing to Certify the Details: The form requires a certification that the details entered are correct. Not signing or certifying the form can render it invalid.
Not Keeping Copies: It's important for employees to keep Parts 1A, 2, and 3 of the P45 form. Some individuals forget to do this, which can complicate future tax filings or claims.

Preview - P 45 It Form

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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Documents used along the form

The P45 IT form is an important document that employees receive when they leave a job. It provides details about their earnings and tax deductions during their employment. Along with the P45, there are several other forms and documents that may be used in various employment-related situations. Below is a list of some commonly associated forms.

P60: This form summarizes an employee's total pay and tax deductions for the entire tax year. It is issued at the end of the tax year and is essential for tax returns and verifying income.
Durable Power of Attorney: To ensure your financial and legal matters are managed appropriately, consider the important Durable Power of Attorney resources available for Florida residents.
P50: Used to claim a tax refund after stopping work, this form allows individuals to request a refund of tax overpaid during their employment. It is particularly useful for those who have left a job and are not starting a new one immediately.
P85: If an employee is leaving the UK to work abroad, this form notifies HM Revenue & Customs (HMRC) of their departure. It helps in determining tax obligations and potential refunds while living outside the UK.
P11D: Employers use this form to report benefits and expenses provided to employees. It is important for tax purposes, as it ensures that any non-cash benefits are accounted for in the employee's tax calculations.

Understanding these forms can help employees navigate their tax obligations and rights after leaving a job. Keeping track of these documents is crucial for ensuring accurate tax reporting and potential refunds.

Similar forms

The P45 form is often compared to the W-2 form. Both documents provide essential information about an employee's earnings and tax deductions for a given year. While the P45 is issued when an employee leaves a job, the W-2 is provided at the end of the tax year. The W-2 summarizes the total income earned and taxes withheld, allowing employees to file their tax returns accurately. Both forms serve to inform the tax authorities about an individual's income status.

Another document similar to the P45 is the 1099 form. This form is typically used for independent contractors or freelancers who are not classified as employees. Like the P45, the 1099 outlines income received, but it does not include tax deductions made by an employer. Instead, it is the responsibility of the contractor to report their income and pay taxes accordingly. Both forms are crucial for tax reporting but apply to different employment situations.

The P60 is another document that shares similarities with the P45. Issued at the end of the tax year, the P60 summarizes an employee's total pay and tax deductions for that year. Unlike the P45, which is issued upon leaving a job, the P60 is provided to all employees who have worked during the tax year. Both forms help employees keep track of their earnings and tax obligations, making them essential for tax filing.

The P11D form is also comparable to the P45. This form is used to report benefits and expenses provided to employees, which are not included in their salary. While the P45 focuses on income and tax deductions when leaving a job, the P11D provides a broader view of an employee's total compensation, including perks like company cars or health insurance. Both documents play a role in ensuring accurate tax reporting.

The P46 form is similar in that it is used when an employee starts a new job without a P45. This form helps employers determine the correct tax code for new employees. While the P45 provides information about an employee’s previous earnings and tax situation, the P46 is a way to start fresh, ensuring the new employer has the necessary details to calculate tax deductions correctly. Both forms are vital for managing tax responsibilities during employment transitions.

The payslip is another document that bears some resemblance to the P45. A payslip provides a breakdown of an employee's earnings and deductions for a specific pay period. While the P45 summarizes earnings and tax information over a longer period, both documents are essential for employees to understand their financial situation and tax obligations. They serve as records of income and deductions, helping employees keep track of their finances.

The tax return form, such as the 1040, is also similar to the P45 in that it is used to report income and tax information to the IRS. While the P45 provides details about employment income at the time of leaving a job, the tax return consolidates all income sources for the year. Both documents are critical for ensuring compliance with tax laws and can influence an individual's tax liability.

The Texas Homeschool Letter of Intent is essential for families choosing to educate their children at home, as it formally notifies local school districts of their decision. This step not only complies with state law but also provides clarity for parents embarking on their homeschooling journey. To learn more about this process and access the required form, refer to the Homeschool Letter of Intent.

The Student Loan Statement is another document that can be compared to the P45. This statement shows the amount of student loan repayments made during the year, similar to how the P45 shows tax deductions. Both documents help individuals understand their financial responsibilities and obligations, especially when it comes to repaying loans or taxes owed.

Finally, the Form 1098-E is akin to the P45 in that it provides information related to student loan interest paid. While the P45 details income and tax deductions, the 1098-E outlines how much interest an individual has paid on their student loans during the year. Both forms are important for individuals managing their financial records and preparing for tax season.

Dos and Don'ts

When filling out the P45 form, it is essential to follow certain guidelines to ensure accuracy and compliance. Here are five things to do and five things to avoid:

Use capital letters when completing the form to enhance readability.
Double-check all information for accuracy before submission, including names, dates, and reference numbers.
Complete all required sections to prevent delays or issues with processing.
Send Part 1 to HM Revenue & Customs immediately after completion to ensure timely processing.
Keep a copy of the form for your records, as copies are not available once submitted.

Do not leave any sections blank unless instructed, as this can lead to complications.
Avoid using incorrect titles or abbreviations when entering names and addresses.
Do not alter any part of the form after it has been completed, as this could invalidate it.
Do not submit the form late, as this may result in tax complications for the employee.
Avoid making assumptions about the tax code; always verify it before entering.

Key takeaways

The P45 form is essential when an employee leaves a job. It provides important information about their earnings and tax deductions during their employment.
Employers must complete the P45 accurately and promptly. This includes filling out all required sections and sending Part 1 to HM Revenue & Customs (HMRC) without delay.
Employees should keep Part 1A of the P45 safe, as it may be needed for future tax returns or when starting a new job. Copies of the form are not available, so it’s crucial to safeguard this document.
If an employee transitions to a new job, they must provide Parts 2 and 3 of the P45 to their new employer. This helps ensure that the correct tax code is applied and prevents excessive tax deductions.

How to Use P 45 It

Completing the P45 It form is essential for employees transitioning between jobs or leaving the workforce. This process ensures that tax records are accurate and that any necessary deductions are correctly applied. Follow these steps carefully to fill out the form correctly.

Gather necessary information such as your PAYE reference, National Insurance number, and personal details.
In Part 1, enter your employer's PAYE reference and office number in boxes 1 and 5, respectively.
Provide your National Insurance number in box 2.
Fill in your title (e.g., MR, MRS, MISS, MS) in box 3, followed by your surname and first name(s) in boxes 7 and 4.
Enter your leaving date in the format DD MM YYYY in box 4.
Complete box 6 by indicating your Tax Code at the leaving date. If applicable, mark 'X' for Week 1 or Month 1.
In box 8, report your total pay to date and total tax to date. Leave this blank if your Tax Code is cumulative.
Provide your private address and postcode in boxes 9 and 10.
Mark your gender in box 10 and enter your date of birth in box 11.
Sign and date the certification in box 13, confirming the details are correct.
Send Part 1 to HM Revenue & Customs immediately and hand Parts 1A, 2, and 3 to your employee.

After completing the P45 form, ensure that all parts are distributed correctly. The employee should keep Part 1A for their records, while Parts 2 and 3 must be provided to the new employer. Timely submission of Part 1 to HMRC is crucial to maintain accurate tax records and avoid any complications in the future.