➾

Download P 45 It Template

The P45 It form is a document used in the United Kingdom to provide details about an employee who is leaving a job. It serves as a record of the employee's pay and tax deductions during their employment. Employers must complete and submit this form to HM Revenue & Customs (HMRC) promptly after an employee's departure.

Open P 45 It Editor

Content Overview

The P45 It form is a critical document in the UK employment landscape, serving as a formal record when an employee leaves a job. It consists of three parts, each designed for different purposes: Part 1 is submitted to HM Revenue & Customs (HMRC), while Parts 1A and 2 are provided to the employee and the new employer, respectively. This form captures essential information such as the employee's National Insurance number, tax code, and total pay and tax deductions up to the leaving date. It also includes details about any student loan deductions, which may impact the employee's financial obligations. Employers must complete the P45 accurately to ensure that tax records are correct and to avoid complications for the departing employee. Notably, if the employee has passed away, specific instructions dictate how to handle the form. Understanding the importance of the P45 It form is vital for both employers and employees, as it facilitates a smooth transition and helps prevent tax issues in future employment or during tax return filings.

Key takeaways

Here are some key takeaways for filling out and using the P45 It form:

Understand the Purpose: The P45 form is crucial for employees leaving a job. It provides important information about their pay and tax details to their new employer and HM Revenue & Customs (HMRC).
Complete with Care: Use capital letters when filling out the form. Accuracy is essential, so double-check all entries, especially the National Insurance number and tax code.
Keep It Safe: The P45 has multiple parts. Employees should keep Part 1A for their records, as copies are not available.
Timely Submission: Employers must send Part 1 of the form to HMRC immediately after an employee leaves. This helps ensure that tax records are updated promptly.
Handle Student Loans Properly: If the employee has a Student Loan, indicate this on the form. It’s important to note whether deductions will continue.
New Employer Responsibilities: If a new employee presents Part 1A of the P45, the new employer should return it to the employee and complete Parts 2 and 3 as required.
Know What to Do Next: Employees should follow the instructions provided in Parts 2 and 3 of the form. This includes knowing how to claim tax refunds or benefits if applicable.

Guide to Writing P 45 It

Completing the P45 form is essential when an employee leaves a job. This form helps ensure that their tax information is accurate and that their new employer has the necessary details. Follow these steps to fill out the P45 form correctly.

Gather Information: Collect the employee's full name, National Insurance number, and address.
Fill in Employer Details: Enter the employer's PAYE reference, office number, and reference number in the designated sections.
Complete Employee Information: Write the employee's title, surname, first name(s), and date of birth. Use capital letters for clarity.
Enter Leaving Date: Record the employee's leaving date in the format DD MM YYYY.
Indicate Student Loan Deductions: If applicable, mark 'Y' for student loan deductions and enter 'X' if week 1 or month 1 applies.
Fill in Tax Code: Enter the tax code at the time of leaving. If the tax code is cumulative, leave the corresponding boxes blank.
Record Pay and Tax Information: Fill in total pay to date and total tax to date. If week 1 or month 1 applies, leave these boxes blank.
Check for Accuracy: Review all entries for correctness, ensuring no information is missing or incorrect.
Sign and Date: Certify the form by signing and dating it. This confirms that the information is correct.
Distribute Copies: Send Part 1 to HM Revenue & Customs and provide Parts 1A, 2, and 3 to the employee.

Free PDF File

Browse Other PDFs

2021 Tax Return - The 1040 form allows individuals to claim deductions, credits, and exemptions to lower their taxable income.

An Operating Agreement form is a foundational document used by LLCs to outline the business's financial and functional decisions, including rules, regulations, and provisions. This agreement serves as a guide for running the LLC and helps prevent misunderstandings among the owners. It is particularly crucial for multi-member LLCs, but even single-member LLCs can benefit from having one to establish the structure and management of the business. For those looking for resources to create such an agreement, smarttemplates.net provides useful templates and information.

Roof Condition Report - Homeowners must provide their address for the certification process.

Form Preview 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

Documents used along the form

The P45 form is an essential document for employees leaving a job. It provides important information about their pay and tax details. Along with the P45, several other forms and documents may be needed during this transition. Here is a brief overview of some of these documents.

P60: This document summarizes an employee's total pay and deductions for the entire tax year. It is provided by the employer and is crucial for tax returns and verifying income.
Dog Bill of Sale: The California Dog Bill of Sale form is an essential document used to legally transfer ownership of a dog from one person to another. It serves as a formal record of the transaction, providing proof of purchase and details about the dog. This form safeguards the rights of both the buyer and the seller, ensuring a smooth transition for the animal involved. For more information, visit toptemplates.info/bill-of-sale/dog-bill-of-sale/california-dog-bill-of-sale/.
P50: If an employee stops working and wishes to claim a tax refund, the P50 form is used. It allows individuals to request the return of overpaid taxes when they are no longer employed.
P85: For those leaving the UK to work abroad, the P85 form is necessary. It informs HM Revenue & Customs (HMRC) about the individual's departure and helps in settling tax matters.
Jobseeker's Allowance Claim Form: If an employee is unemployed after leaving their job, they may need to fill out this form to claim benefits while seeking new employment.
Tax Return: If an individual is self-employed or has additional income, they may need to file a tax return. This document reports earnings and calculates the tax owed to HMRC.

Understanding these documents can ease the transition for employees leaving their jobs. Each form serves a specific purpose, helping to ensure that tax and employment matters are handled correctly. If you have questions about any of these forms, consider seeking assistance from a tax professional or an HR representative.