How do I submit P45 starters/leavers online?
For a P45 leaver:
At the Menu bar, select the employee to be made a leaver in the
usual way: Employee/P45 Routines/Issue P45 and click OK.
When you click OK at this screen you get a screen saying 'do you
want to submit this P45 now' and these options:
- Send it Now
- Send it Later
- Don't send it
Send It Now button
Click this button and the program attempts to connect to the
HMRC Gateway and to send the information. After a successful
transmission, you get a message confirming this and the Send
P45/P46 box is greyed out and the employee's record is marked so
that the details cannot be sent again.
Send It Later button
When you click this, the employee's P45 Part 1 information is
stored in the system, ready to be transmitted when required. You do
this by selecting: File/Online Services/Send. Select this
option if you have several in year movements that can be sent at
the same time.
Don't Send It button
Click this and you will not be able to send the P45 from the
Send option but it can be batch printed. For a P45 starter:
When you enter details for the new employee, you must make sure
that the following fields are completed:
- Name
- Address
- Birth date
- Started date
- Tax code
Then click the SendP45/P46 button: Check that the P45 Part 3
option is active. In order to have a successful transmission the
following details have to be completed:
- Previous PAYE Office No.
- Ref No.
- Date Left Previous Employment
- Previous Employment Tax Code
- Last Paid - if Tax Code is cumulative (i.e. not
week1/month1)
- No. - if Tax Code is cumulative (i.e. not week1/month1)
Send It Later button
When you click this, the employee's P45 Part 3 information is
stored in the system, ready to be transmitted when required. You do
this by selecting:File/Online Services/Send. Select this option if
you have several in year movements that can be sent at the same
time.
Send It Now button
Click this button and the program attempts to connect to HMRC
Gateway and to send the information. After a successful
transmission, you will get a message confirming this and the Send
P45/P46 box is greyed out and the employee's record is marked so
that the details cannot be sent again.
How do I submit P46 starter online?
When you enter details on the new employee's record, you must
make sure that the following fields are completed:
- Name
- Address
- Birth date
- Started date
- Tax code
Then on the tax/ni tab card click the Send P45/P46 button and
choose the P46 Option: Choose the statement that applies to the new
employee.
The Tax Code in the employee's details is changed automatically
to match the statement you choose.
Student Loans box - tick this box, if necessary, if a Student
Loan is to be deducted. Normally this will be ticked automatically
if you set up a Student Loan on the Tax/NI tab card of the
employee's details. If you forgot to set it up there, you can tick
the box here. This will be recorded in the employee's details so
that a Student Loan deduction will be made in the next payroll.
Send It Later button
When you click this, the employee's P46 information is stored in
the system, ready to be transmitted when required. You do this by
selecting: File/Online Services/Send. Select this option if you
have several In-year Movements that can be sent at the same
time.
Send It Now button
Click this button and the program attempts to connect to HMRC
Gateway and
to send the information. After a successful transmission, you will
get a message confirming this and the Send P45/P46 box is greyed
out and the employee's record
is marked so that the details cannot be sent again.
What do I select in the 'Sender Status' box?
EARNIE provides you with the facility to file your submission
with either of the following identifiers:
- Agent
- Employer
- Bureau
- Government
- Other
This range of options has been specified by HMRC for all payroll
software providers. The information is only used by HMRC for
statistical purposes, and whichever option you choose will not
adversely influence the success of your submission.
For further details and guidance, please contact
HMRC.