UK HMRC Starter Checklist 2022-2025 free printable template

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...

How to fill out hmrc new starter checklist form

How to fill out UK HMRC Starter Checklist

1. Start with your personal details: Fill in your name, address, and date of birth.
2. Provide your National Insurance number, if you have one.
3. Specify your tax code or the reasons you might not have one.
4. Indicate if you have been employed previously and the name of your last employer.
5. Mention any other additional earnings you might have, such as pensions or benefits.
6. Review all information provided to ensure accuracy.
7. Submit the completed checklist to your employer.

Who needs UK HMRC Starter Checklist?

1. Any individual starting a new job in the UK who does not have a P45.
2. New employees who require an estimate of their tax code for their employer.
3. Workers who are re-entering the workforce after a break.
4. Individuals who have not received their National Insurance number yet.

• Who Needs Form P46?
• What is Form P45 for?
• Is Form P45 Accompanied by Other Forms?
• • When is Form P45 due?
  • How Do I Fill out Form P45?
  • Where Do I Send Form P45?

Who Needs Form P46?

According to HMRC, a non-ministerial department in UK, all employers who take on new employees should issue Form P45. It has recently replaced similar Form P46. This form must be filled out by the employees who are going to apply for a new job.  

What is Form P45 for?

Form P45 helps employers to get the correct tax code for each employee and set up starter declaration on their payroll software. Form P46 is also completed when an employee doesn’t have Form P45 from their previous job or if they stopped working at their previous job before the 6th of April 2016.

Is Form P45 Accompanied by Other Forms?

An employer will need the following information from their new employees:

• Tax paid for the current tax year
• Existing tax code
• Student loan deduction status
• Date when employee has left their last job

When is Form P45 due?

Employer requires Form P45 before a new employee gets paid for the first time. An employer is supposed to keep Form P45 for the next three tax years.

How Do I Fill out Form P45?

Form P45 doesn’t pose any difficulties. It’s brief and easy to fill out. An employee must provide such information:

• Gender
• Address
• Employee statement that tells about employee’s previous job and work status in general

Where Do I Send Form P45?

Once an employee has completed the form, they must submit it to their employer.

Video instructions and help with filling out and completing p46 form

Instructions and Help about what is p46

People Also Ask about how to get a starter checklist from a new employer

What is Statement B on starter checklist?

B – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or taxable Incapacity Benefit.

What is an HMRC 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 employee statement B?

B – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a State or Occupational Pension. OR.

What is a LC form 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 you can print it and send it or give it to your employer.

What is the statement C on the starter checklist?

Category C = code BR which means you pay tax at the basic rate, currently 20%, on all of your wages. This code should give the correct result if you are a BR taxpayer and all of your personal allowance for the year is being fully used against earnings from your other employment.

How do I fill out a starter checklist?

How to fill in a starter checklist personal details, including their name, full address and date of birth. their National Insurance number. start date. details of any student loans or postgraduate loans. previous tax code information. passport number (if they are sent to work temporarily in the UK by an overseas employee)

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What is UK HMRC Starter Checklist?

The UK HMRC Starter Checklist is a form that new employees complete to provide information to their employer about their tax status and personal details for payroll purposes.

Who is required to file UK HMRC Starter Checklist?

Any new employee starting a job in the UK is required to fill out the HMRC Starter Checklist to inform their employer about their tax code and relevant personal information.

How to fill out UK HMRC Starter Checklist?

To fill out the UK HMRC Starter Checklist, new employees should provide details such as their personal information, previous job details, and any tax-related information as prompted on the form.

What is the purpose of UK HMRC Starter Checklist?

The purpose of the UK HMRC Starter Checklist is to ensure that the employer has correct and complete information about the new employee to calculate tax and National Insurance contributions accurately.

What information must be reported on UK HMRC Starter Checklist?

The information that must be reported on the UK HMRC Starter Checklist includes personal details like name, address, date of birth, National Insurance number, and whether the employee has a tax code or has worked previously in the tax year.