Please note: Before
making an employee a leaver please ensure you have completed the
final payroll and printed all your reports (including the BACS).
P45 Part 1 (Leavers)
To open the Issue P45 screen click on Employee | P45 routines |
Issue P45. You should now be able to select the employee.
Employee Details
EARNIE displays some of the
employee details including their name and NI number to help
ensure you have selected the correct employee.
Leaving Date
The leaving date defaults to todays
date but you can amend it. You cannot enter a leaving date more
than 30 days in to the future if you want to send the P45 to HMRC
via the internet.
Print
There are a few different formats of
P45 report available in EARNIE. The P45 (Online) report is selected
automatically for you although you can select others using the
Report Library.
Clicking the Print button causes one
of the following actions:
- If you have selected more than one type of P45 report (using
the Report Library) the Select Report window opens. This allows you
to choose which type of P45 report you want to print. After you
choose one click Select.
- If you only have one type of P45 report selected then the
Select Report step is skipped.
Note: Clicking Print does
not make the employee a leaver. You need to go back to the Issue
P45 screen and click 'OK' in order to make the employee a
leaver.
OK
If there are any Validation Errors you will be unable to send
the P45 information to HMRC via the internet. EARNIE displays a
warning message which allows you to continue and make the employee
a leaver any way; you can then send a paper copy of the P45 if you
prefer. Alternatively you can fix the validation errors and try
again.
If there are no Validation Errors
EARNIE displays a message asking if you want to:
- Send It Now - EARNIE connects to HMRC via the internet and
sends your P45 message immediately
- Send It Later - use this option if you prefer to save time by
sending several messages to HMRC at the same time. When you decide
to send the P45 use the Send Screen available from File | Online
Services | Send
- Don't Send It - this option only makes the employee a leaver.
Use this option if you intend to send a paper copy on request
by HMRC only.
Note: You
cannot send a P45 to the HMRC if the employee has
not been paid during the tax year.
Validation Errors
Any validation errors are displayed in red at the bottom of the
Issue P45 screen.
Example : If you have not entered the employee's address in the
Employee Details screen the message 'Employee Address is required
for Online Submission' is displayed. You can either click Cancel
and then enter the employee's address and try again, or you can
click OK which will cause a warning message to be displayed - this
allows you to continue without sending the P45 via the
internet.
It is important to check the figures
are correct before you send. We advise you check this
information with the figures on the final payslip. Click on
Send to transmit P45 Part 1 to HMRC.
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