Frequently Asked Question
How to add P45/P46 information to a new member of staff
Last Updated 7 years ago
New employees should have either a P45 from their previous employer or should answer a New Starters Declaration (previously known as a P46). This information needs to be entered on the New Employee Staff Form. A link to print this document out is here http://www.hmrc.gov.uk/forms/p46.pdf
From the Main Menu Staff Page either press the function key F5 on your keyboard, or click on the button 'New' at the bottom of the screen.
This will take you to the New Staff Form. This is made up of three tabs:
You should fill in either P46 or P45 information. NOT BOTH
P46 Information
To enter P46 information you have four choices
Answer A sets the Tax Code to 944L
Answer B sets the Tax Code to 944L Week 1
Answer C set the tax Code to BR Week 1
Answer None of the above sets the tax code to 0T Week 1
P45 Information
If the employee has provided you with a P45 from their last employment the details should be entered in the lower half of the screen.
Tick P45 Received.
Enter the leaving date from the last employment in the format dd/mm/yyyy
Enter the start date with your company in the format dd/mm/yyyy
Enter the Tax code from the P45 exactly as it appears.
Enter the gross pay and Tax to date in the relevant boxes. Do not use £ signs
If the previous employment was taxed on a Week1/Month1 basis tick the box Week 1. If it was not taxed as week 1 in the previous employment make sure this is unticked.
Enter the National Insurance Number from the P45 and National Insurance Category from the P45
Click on the button 'Update' to update this information.
If you receive an error message please contact our support line on 0121 288 4886
From the Main Menu Staff Page either press the function key F5 on your keyboard, or click on the button 'New' at the bottom of the screen.
This will take you to the New Staff Form. This is made up of three tabs:
- Staff Details
- P45/P46
- Employment Details
You should fill in either P46 or P45 information. NOT BOTH
P46 Information
To enter P46 information you have four choices
- A This is my first job since 6th April
- B This is now my only job since 6th April
- C I have another job or pension
- None of the above applies
Answer A sets the Tax Code to 944L
Answer B sets the Tax Code to 944L Week 1
Answer C set the tax Code to BR Week 1
Answer None of the above sets the tax code to 0T Week 1
P45 Information
If the employee has provided you with a P45 from their last employment the details should be entered in the lower half of the screen.
Tick P45 Received.
Enter the leaving date from the last employment in the format dd/mm/yyyy
Enter the start date with your company in the format dd/mm/yyyy
Enter the Tax code from the P45 exactly as it appears.
Enter the gross pay and Tax to date in the relevant boxes. Do not use £ signs
If the previous employment was taxed on a Week1/Month1 basis tick the box Week 1. If it was not taxed as week 1 in the previous employment make sure this is unticked.
Enter the National Insurance Number from the P45 and National Insurance Category from the P45
Click on the button 'Update' to update this information.
If you receive an error message please contact our support line on 0121 288 4886