A P45 is a tax document that an employer issues when an employee leaves their job. It details the employee's pay and tax deductions for the tax year up to the departure date.
Employees must receive a P45 to ensure they can accurately report their income and tax when starting a new job or claiming benefits. This helps prevent issues related to tax overpayment or underpayment.
To manually complete a P45 form for each employee, follow these steps in portal:
Click Employee then in the search field, search for employee.
Beside the relevant employee, click VIEW.
Click Legislative then click Year to Date Cumulatives.
If you do not have P45 forms, you can download them from the HMRC website.
If you cannot access the Cumulatives screen, please contact your superuser to request access. Alternatively, you can raise a new case online, and we will guide the superuser on how to grant you access.