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.
To produce a P45 for an employee who has left the organisation, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click Reports.
Click P45 then from the Employee drop-down menu, select the relevant employee.
🤓Tip: This will populate the Period left field.
From the Tax Year drop-down menu, select Previous Tax Year.
In the Year field, enter the year required then click Generate P45.
Check the Report Centre for the P45 report.
To release P45 to ESS, turn on the Release to Employee(s) toggle.