Difference between revisions of "Entering P45 details/new starters"

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== Summary ==
 
== Summary ==
This article explains how to enter P45 details into the Payroll system.
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This article explains how to enter P45 details into the Payroll system. Check that you are following the procedure as laid down by HMRC.
  
 
== Details ==
 
== Details ==
Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments".
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Go to "{{PR}}" -> "Payroll Parameters/Maintenance" -> "Employee Amendments".
 
* Enter the Employee's Code and press {{KeyPress|Enter}}.
 
* Enter the Employee's Code and press {{KeyPress|Enter}}.
 
* Press {{KeyPress|F8}} Adjustment Entry.
 
* Press {{KeyPress|F8}} Adjustment Entry.
* Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started).
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* You will be asked for the type of Adjustment to enter. The choices are : {{DataPrompt|P45}}, {{DataPrompt|P46}}, {{DataPrompt|Other}} or {{DataPrompt|Cancel}}.  
* Press {{KeyPress|Enter}} to move to the Comment field.
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* Click {{Button|P45}} to enter the details.  
* Enter {{DataValue|P45 Details}}.
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* Enter the required information into the box that pops up - this is just the usual information that you would have written on a P45 previously - and click {{Button|Continue}}.
* Press {{KeyPress|F2}}. {{DataPrompt|Previous Employment Adj.:}} needs to be set to {{DataValue|Yes}}.  
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* A box of information appears which shows the normal P45 information in the same layout as the "old" P45. Check the information.
* Pressing {{KeyPress|F2}} will change this field from {{DataValue|No}} to {{DataValue|Yes}}. This is important as it tells the system that any values entered are from a P45 - this is especially important if you have already included this employee in one or more payroll runs.
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* Click {{Button|Submit}} to file the information on-line with HMRC. This may take a short while to process depending on the load on the servers at HMRC. HMRC will validate the data and you should receive an e-mail very quickly which will confirm acceptance (or denial) of the information.
* Press {{KeyPress|Enter}} to move to {{DataPrompt|Payment:}}.  
 
* Enter the Payment to date, from the P45.  
 
* At {{DataPrompt|TAX}}, enter the Tax to date, from the P45.  
 
* Press {{KeyPress|Escape}} and confirm that this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this.
 
* Accept the entry by pressing {{KeyPress|Enter}}.
 
* You will be taken to an Adjustment box, which shows all Adjustments for this employee, for this period.
 
* Press {{KeyPress|Escape}} to return to the Employee Details.
 
  
{{FAQ}}{{KB_Tags|P45, New Starters}}{{KB_PR}}
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{{FAQ}}{{KB_Tags|P45, New Starters, Online}}{{KB_PR}}

Revision as of 12:46, 24 December 2009

Summary

This article explains how to enter P45 details into the Payroll system. Check that you are following the procedure as laid down by HMRC.

Details

Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments".

  • Enter the Employee's Code and press <Enter>.
  • Press <F8> Adjustment Entry.
  • You will be asked for the type of Adjustment to enter. The choices are : "P45", "P46", "Other" or "Cancel".
  • Click [P45] to enter the details.
  • Enter the required information into the box that pops up - this is just the usual information that you would have written on a P45 previously - and click [Continue].
  • A box of information appears which shows the normal P45 information in the same layout as the "old" P45. Check the information.
  • Click [Submit] to file the information on-line with HMRC. This may take a short while to process depending on the load on the servers at HMRC. HMRC will validate the data and you should receive an e-mail very quickly which will confirm acceptance (or denial) of the information.


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Keywords AND Misspellings
P45, New Starters, Online