Fill in a Valid P 45 It Template

The P45 It form is a document that records details about an employee who has left their job. It is divided into three parts, providing essential information for both the employee and the employer. Completing this form accurately is crucial for ensuring proper tax handling and compliance with HM Revenue & Customs regulations.

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Table of Contents

The P45 form is an essential document for employees transitioning from one job to another or leaving the workforce altogether. It serves as a record of an employee's tax and pay details up to the point of departure. The form is divided into three parts: Part 1 is submitted to HM Revenue & Customs (HMRC), while Parts 1A and 2 are provided to the employee and the new employer, respectively. Key information captured includes the employee's National Insurance number, tax code, total pay, and total tax deducted to date. It is crucial for both employees and employers to ensure the accuracy of the details recorded, as this affects tax calculations and future employment matters. For employees, retaining Part 1A is particularly important, as it may be needed for tax returns or to claim benefits. Employers must follow specific guidelines when completing and distributing the form, ensuring that all sections are filled out correctly and promptly submitted to HMRC. Understanding the P45 form can help streamline the transition process for employees, making it easier to manage tax obligations and maintain financial stability during periods of change.

Documents used along the form

The P45 IT form is an important document for employees leaving a job, but it often works alongside other forms and documents. These additional forms help ensure a smooth transition for both the employee and the employer. Below is a list of documents commonly used in conjunction with the P45 IT form.

P46: This form is used when a new employee does not have a P45. It helps the employer determine the correct tax code for the employee.
P60: Issued at the end of the tax year, this document summarizes an employee's total pay and deductions for the year. It's essential for personal tax returns.
P11D: This form details any benefits and expenses provided to an employee. It is crucial for reporting purposes and tax calculations.
P50: This form is used to claim a tax refund after leaving a job. Employees can request a refund for overpaid taxes.
Texas Bill of Sale: This document is essential for anyone looking to buy or sell valuable items in Texas, providing legal proof of transfer. For more information, visit txtemplate.com/bill-of-sale-pdf-template/.
P85: This form is necessary for individuals leaving the UK to work abroad. It helps inform HMRC of the change in residency status.
P60U: Similar to the P60, this document is issued for employees who leave their job before the end of the tax year. It summarizes their pay and deductions up to the leaving date.
P11D(b): This is a declaration form that employers must submit if they provide benefits to employees. It outlines the total value of benefits provided.
Jobseeker's Allowance Claim Form: If an employee is unemployed after leaving a job, this form is used to apply for Jobseeker's Allowance benefits.
Employment Contract: This document outlines the terms and conditions of employment. It may be referenced during the exit process to clarify obligations.
Reference Request Form: Often used by new employers, this form requests employment verification and references from the previous employer.

Understanding these forms can help employees navigate the transition process smoothly. Each document serves a specific purpose, ensuring that both the employee and employer fulfill their obligations to HMRC and each other. Keeping these forms organized and accessible can make the process less stressful for everyone involved.

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P 45 It 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

FAQ

What is the P45 form?

The P45 form is a document issued by an employer when an employee leaves a job. It contains important information about the employee's earnings and tax deductions up to the leaving date. The form has multiple parts, which are distributed between the employer, the employee, and the new employer if applicable.
What information is included on the P45?

The P45 includes several key details:
- Employee's name and National Insurance number
- Leaving date
- Total pay and tax deducted during the employment
- Tax code at the time of leaving
- Student loan deductions, if applicable
What should I do with my P45 once I receive it?

After receiving your P45, keep it in a safe place. You will need it for your records and when filling out your tax return if required. If you start a new job, provide Parts 2 and 3 of the P45 to your new employer to ensure correct tax deductions. Part 1A is for your personal records.
What if I lose my P45?

If you lose your P45, you should contact your previous employer to request a replacement. If that is not possible, you can still start your new job by filling out a new starter checklist with your new employer. This will help them set up your tax correctly, but you may be placed on an emergency tax code temporarily.
Can I claim tax back using my P45?

Yes, you can claim a tax refund using your P45 if you believe you have overpaid tax. If you are not working and want to claim a refund, you will need to fill out form P50. This form can be requested from any HMRC office or online.
What happens if I die while employed?

If an employee dies, the employer must enter 'D' in the appropriate box on the P45 and send all parts of the form to HMRC immediately. This ensures that the tax records are updated correctly and that any necessary arrangements can be made.

Key takeaways

Understand the Purpose: The P45 form is essential for employees leaving a job. It provides important details about their earnings and tax deductions, which are necessary for their next employer or when filing taxes.
Complete with Accuracy: Ensure all sections are filled out clearly and correctly. Use capital letters and double-check details like the National Insurance number and tax code to avoid delays in processing.
Handle the Parts Properly: The P45 is divided into four parts. The employer must send Part 1 to HM Revenue & Customs (HMRC) immediately and give Parts 1A, 2, and 3 to the employee. Employees should keep Part 1A safe for future reference.
Know What to Do Next: Employees should provide Parts 2 and 3 to their new employer to prevent emergency tax deductions. If not working, they can use the P45 to claim tax refunds or apply for benefits.

Form Characteristics

Fact Name	Description
Purpose	The P45 form is used to provide details about an employee's tax and pay when they leave a job.
Parts of the Form	The P45 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 HM Revenue & Customs immediately after an employee leaves.
Employee Responsibilities	Employees should keep Part 1A safe, as it may be needed for tax returns or when claiming benefits.
Student Loan Deductions	The form includes information about whether student loan deductions are applicable, ensuring proper tax handling.
Tax Code Information	The P45 includes the employee's tax code at the time of leaving, which affects how much tax is deducted in future employment.
Legal Compliance	Employers must follow the guidelines set out in the Employer Helpbook E13 to ensure compliance with tax laws.

Fill in a Valid P 45 It Template

Documents used along the form

Other PDF Templates

P 45 It Example

FAQ

What is the P45 form?

What information is included on the P45?

What should I do with my P45 once I receive it?

What if I lose my P45?

Can I claim tax back using my P45?

What happens if I die while employed?

Key takeaways

Form Characteristics