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Official P 45 It Template in PDF

The P45 It form is an important document issued when an employee leaves a job. It provides essential details about the employee's earnings and tax contributions during their employment, serving as a record for both the employee and the employer. Completing this form accurately is crucial for ensuring proper tax handling and for the employee's future employment or benefits.

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Key takeaways

Understanding the P45 Form: The P45 form is crucial for both employees and employers when someone leaves a job. It provides important details about the employee's pay and tax information.

Complete all sections accurately. Use capital letters and ensure that details are clear.
Send Part 1 of the form to HM Revenue & Customs (HMRC) immediately after the employee leaves.
Give Parts 1A, 2, and 3 to the employee. They need these for their records and future tax purposes.
If the employee is going to a new job, they should provide Parts 2 and 3 to their new employer to avoid unnecessary tax deductions.
In case of an employee's death, mark the appropriate box and send all parts of the form to HMRC without delay.
Employees should keep Part 1A safe, as it may be needed for tax returns or claims in the future.

Filling out the P45 correctly helps ensure a smooth transition for the employee and maintains compliance with tax regulations. If there are any uncertainties, reaching out to HMRC for guidance is always a good step.

↓ P 45 It PDF Form

Documents used along the form

The P45 form is an essential document used in the UK when an employee leaves a job. Alongside this form, there are several other documents that often come into play during the employment transition process. Each of these documents serves a specific purpose, helping both the employer and employee navigate the complexities of employment termination and tax obligations.

P60: This document 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 crucial for employees when filing their tax returns. The P60 provides a clear record of earnings and tax paid, which can be useful for various financial applications.
Operating Agreement: This important document outlines the management structure and operating procedures of a limited liability company (LLC) and can be found at documentonline.org/blank-operating-agreement/.
P11D: This form is used to report expenses and benefits provided to employees that are not included in their salary. Employers must submit the P11D to HMRC and provide a copy to employees. It helps ensure that any taxable benefits are accounted for during tax assessments.
P50: This form is for employees who have stopped working and wish to claim a tax refund. If an employee has overpaid tax, the P50 allows them to request a refund from HMRC. It is particularly useful for those who leave a job without starting another immediately.
P85: For individuals who are leaving the UK to live or work abroad, the P85 form is necessary. It informs HMRC of the individual's departure and allows for the appropriate tax arrangements to be made. Completing this form can help prevent unnecessary tax deductions while abroad.
P14: This document was historically used to report an employee's pay and deductions at the end of the tax year but has since been replaced by the P60. Employers used to provide this form to employees, but it is now obsolete.
Jobseeker's Allowance (JSA) Claim Form: If an employee is unemployed after leaving a job, they may need to fill out a JSA claim form. This document allows individuals to apply for financial support while they search for new employment. It often requires details about previous employment and income.

Understanding these accompanying forms is vital for both employees and employers. Each document plays a role in ensuring that the transition from one job to another is smooth and compliant with tax regulations. Proper handling of these forms can prevent future complications regarding tax liabilities and employment records.

Similar forms

P60: This form summarizes an employee's total pay and tax for the tax year. Like the P45, it provides essential information for tax returns.
P11D: This document details benefits and expenses for employees. It shares similarities with the P45 in that it helps clarify an employee's financial situation.
P85: Used when leaving the UK to work abroad, the P85 helps claim tax refunds. Similar to the P45, it is important for tax purposes.
P50: This form is for claiming a tax refund after stopping work. Like the P45, it assists in managing tax obligations.
Arizona Quitclaim Deed: For those looking to transfer real estate ownership in Arizona, the Quitclaim Deed serves as a crucial document. Unlike the P45, which deals with employment changes, this form facilitates property transfers without guaranteeing clear title. For more information, check out All Arizona Forms.
P14: This was used to report an employee's pay and tax information to HMRC. It is similar to the P45 in its purpose of summarizing earnings.
Tax Return (Self Assessment): This document is filed annually to report income. The P45 provides necessary details for filling out the tax return accurately.
Jobseeker's Allowance Claim Form: When claiming benefits, this form requires information similar to that found on a P45, particularly regarding previous employment.
National Insurance Number Application: This form is essential for tracking contributions. It shares the goal of maintaining accurate employment records like the P45.
W-2 Form: This US document reports annual wages and taxes withheld. While different in jurisdiction, it serves a similar function to the P45 in summarizing earnings.

Document Data

Fact Name	Description
Purpose	The P45 form is used to provide details about an employee who is leaving a job, including their pay and tax information.
Parts	The form consists of three parts: Part 1 for HM Revenue & Customs, Part 1A for the employee, and Parts 2 and 3 for the new employer.
Filing Requirement	Employers must send Part 1 to HMRC immediately after the employee leaves and provide Parts 1A, 2, and 3 to the employee.
Student Loan Deductions	The form includes sections for indicating if student loan deductions are applicable, helping to ensure correct tax processing.
Tax Code	The employee's tax code at the time of leaving is recorded on the form, which affects tax calculations for the new employer.
Legal Reference	The P45 is governed by UK tax law, specifically the Income Tax (Pay As You Earn) Regulations.

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Common mistakes

Incorrect Use of Capital Letters: It is essential to use capital letters when filling out the P45 IT form. Failing to do so can lead to confusion and potential processing delays.
Missing National Insurance Number: Always include the employee's National Insurance number. Omitting this information can hinder the proper processing of the form.
Errors in Tax Code Entry: Ensure the tax code is accurately entered. A mistake here could result in incorrect tax deductions.
Not Indicating Week 1 or Month 1: If the week 1 or month 1 tax basis applies, it is crucial to mark 'X' in the appropriate box. This detail affects how tax is calculated.
Leaving Date Format Mistakes: The leaving date must be formatted correctly as DD MM YYYY. An incorrect format can cause delays in processing.
Inaccurate Pay and Tax Amounts: Double-check the total pay and tax amounts to ensure they are correct. Errors can lead to discrepancies in tax calculations.
Failure to Certify Information: It is important to certify that the details entered are correct. Neglecting to do this can invalidate the form.
Incorrectly Handling Student Loan Deductions: If student loan deductions are applicable, ensure to indicate this properly. Mismanagement can lead to financial complications for the employee.
Not Sending Parts to HMRC Promptly: Sending Part 1 to HM Revenue & Customs immediately is vital. Delays can affect the employee's tax status and future employment.

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.

£ •