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Tax forms

Tax forms history2:27
Tax forms history
Finding a sent P452:02
Finding a sent P45
Sending a P453:42
Sending a P45
Finding a sent P601:58
Finding a sent P60
Sending a P602:45
Sending a P60
5 videos, with a playing time of 12 minutes


 

Tax forms history2:25

"How do I see a historical list of all my old tax forms?"

The "Tax forms history" shows you a list of all the tax forms that've ever been prepared in your name.

To see all your old tax forms in a list:

  1. First, open yourself on: "Menu", then "Me"
  2. Then tap: "Tax", then "Tax forms history"
  3. You'll now see a list of all your old tax forms, including what the form was, when it was prepared, and by who.
  4. Next, to see a single tax form, tap the blue "See event" button: (at the start of the row)
  5. Now that the tax form's opened, if you tap the blue "more" link, you can see more details. Including which email the tax form was originally sent to.
  6. And you can tap the "PDF" button to re-download a copy of your original tax form.
  7. By default, you'll see a cover page, which has some notes you may find useful.
  8. If you don't want the cover page, tap the blue switch to turn it off:
  9. And you'll now see the cover page disappear.
  10. The cover page now remembers to also stay off all your other tax forms, from now on, until you turn it back on.
  11. Examples of tax forms that you may see in the list include.
  12. P45: Details of an employee leaving work.
  13. P60: End of year certificate.
  14. CIS-PDS: The construction industry scheme payments and deduction statement.
  15. SMP: Statutory maternity pay.
  16. And finally, as you remain employed for longer, your list of tax forms also gets longer.

Keep in mind that:

  • Any person can get to their own: "Tax forms history"
  • There's no special permissions required to see your own tax forms.
  • Also, even if a person's been deleted, you can always re-download their tax forms, even years later.
  • You don't need to undelete the person to download their tax forms.

To learn more:

And that's it! That's everything you need to know about seeing a historical list of all your old tax forms!

Updated: Sat, Feb 24, 2024.
 

Sending a P453:43

"P45. How does a person's P45 get sent when the person leaves?"

The P45 is the form a leaving person uses to hand their tax info to their next employer. A person's P45 is automatically emailed out to each leaving person when their final paystub's filed.

To pay a person's final paystub and send them their P45:

  1. First, select the person who's leaving on: "Menu", then "People"
  2. Now, go to: "HR"
  3. And tap "Dismiss" or "Resign", whichever best matches why the person's leaving.
  4. Then select the "dismiss" or "resign" reason which best matches why the person's leaving.
  5. Carefully go through all the steps until you reach the end, where their end employment doc is sent.
  6. Next, go to the Person tab (at the top), and to reload the page, tap the "Reload tab" button: (at the top)
  7. Then tap: Final paystub
  8. Once it slides out on the right, to pay the person's final pay, scroll down and tap: Go to "Pay now" report
  9. On the same row as the leaving person's name, you'll see a red circle showing that it's their final paystub.
  10. Then once everything's checked, tap File now, and then: Yes ... file it
  11. It usually takes 15 to 20 seconds for HMRC to finish processing the paystubs and send back confirmation that it's been received.
  12. Also, because it's their final paystub, the person's P45 is also being emailed.
  13. The emailing happens automatically, in the background. The P45s are emailed to each persons' personal email as a PDF attachment.
  14. Once it's been filed successfully, and the P45s are emailed, you'll see a green check beside the paystubs that you've filed.
  15. On most paydays, each person normally only gets one email which contains their paystub PDF.
  16. On a final payday, however, each person also gets their P45, as a PDF, which is sent in a second email.
  17. Scroll to the bottom of the email to see the P45 attached as a PDF, and tap it to open it.
  18. The P45 includes the person's: "Total pay in the employment"
  19. And includes the person's: "Total tax in the employment"
  20. And finally, it records the person's: "Tax code at leaving date"

Keep in mind that:

  • If a person hasn't entered a personal email, their P45 is sent to their work email instead.
  • Also, when a person starts their next job, the person needs their P45 to tell their new employer their tax code and other employment details.
  • Once a person's P45 is sent, it can't be changed or updated. HMRC requires that there's only one P45 per employment.

To learn more:

  • About how to prove a person's P45 was sent, or how to re-download a copy of it, watch the video on: Finding a sent P45

And that's it! That's everything you need to know about how a person's P45's are automatically sent!

Updated: Sat, Feb 24, 2024.
 

Finding a sent P452:00

"P45. How do I find a person's P45, or prove one's been sent?"

Sometimes a person who's left months ago may come back to you asking for another copy of their P45. If so, you'll need to re-download their P45.

To download a P45 of a deleted person:

  1. First, tap: "Menu", then "Deleted bin"
  2. Then tap: People
  3. And then tap the deleted person you're looking for, to open them.
  4. To see their P45, scroll down and tap: See P45
  5. Alternatively, the other way to find a person's P45 is to tap: "Tax", then "Tax forms history"
  6. Then tap the row that says: "P45 sent"
  7. To re-download a copy of the person's original P45, tap the "PDF" button.
  8. While you're waiting for it to download, to see more details about when it was sent, tap the blue "more" link.
  9. You'll also see the address that was used when the person's P45 was originally emailed.
  10. And finally, once the P45's downloaded, you can open it as a PDF, or send it on to the person who's requesting it.

Keep in mind that:

  • Even if a person's been deleted, you can always re-download their P45, even years later.
  • You don't need to undelete the person to download their P45.
  • Also, if you don't want the cover pages included in the P45 PDF download, tap the blue switch to turn it off:

To learn more:

  • About what to do if the person's P45 isn't listed, and may never have been sent, watch the video on: Sending a P45

And that's it! That's everything you need to know about finding a person's P45, and proving it's been sent!

Updated: Sat, Feb 24, 2024.
 

Sending a P602:44

"P60. How does a person's P60 get sent each year?"

The P60 shows how much tax a person's paid during the tax year. It's automatically emailed when their last paystub is filed for the end of the tax year.

To pay a person's last paystub in a tax year and send their P60:

  1. First, during the month of March, select the person's pay batch on: "Menu", then "Pay batches"
  2. Now, on the "To-do" tab, look for: "Payday ... P60s are sent"
  3. That payday is the last paystub to be filed before the end of the tax year, ending on April the 5th.
  4. Next, tap the payday, so it slides out on the right.
  5. Normally you'd pay everyone. But for now, you can uncheck everyone, and then check the people you're ready to pay.
  6. Then tap File now, and then: Yes ... file it
  7. It usually takes 15 to 20 seconds for HMRC to finish processing the paystubs and send back confirmation that it's been received.
  8. Also, because it's the last paystub before the end of the tax year, each person's P60 is also being emailed.
  9. The emailing happens automatically, in the background. The P60s are emailed to each person's personal email as a PDF attachment.
  10. Once it's been filed successfully, and the P60s are emailed, you'll see a green check beside the people that you've paid.
  11. On most paydays, each person normally only gets one email which contains their paystub PDF.
  12. On the P60 payday, however, each person also gets their P60, as a PDF, which is sent in a second email.
  13. Scroll to the bottom of the email to see the P60 attached as a PDF, and tap it to open it.
  14. The P60 includes the person's total pay for the year.
  15. And finally, it also includes the person's total tax deducted for the year.

Keep in mind that:

  • If a person hasn't entered a personal email, their P60 is sent to their work email instead.
  • Also, check that your P60 is stored somewhere safe.
  • You could later need your P60 to do your tax return, claim tax credits, or claim Universal Credit.

To learn more:

  • About how to prove a person's P60 was sent, or how to re-download a copy of it, watch the video on: Finding a sent P60

And that's it! That's everything you need to know about how P60s are automatically sent!

Updated: Sat, Feb 24, 2024.
 

Finding a sent P601:56

"P60. How do I find a previously sent P60, or prove it's been sent?"

Sometimes a person may ask you for another copy of their P60. If so, you'll need to re-download their P60.

To re-download a person's P60:

  1. First, select the person on: "Menu", then "People"
  2. To see their P60, tap: "Tax", then "Tax forms history"
  3. Then tap the row that says: "P60 Personal summary sent"
  4. To re-download a copy of the person's original P60, tap the "PDF" button.
  5. While you're waiting for it to download, to see more details about when it was sent, tap the blue "more" link.
  6. You'll also see the address that was used when the person's P60 was originally emailed.
  7. And finally, once the P60's downloaded, you can open it as a PDF, or send it on to the person who's requesting it.

You may notice:

  • Re-downloading a P60 can be done by the person themselves.
  • Even people with no special permissions can see and download any of their own tax forms.

Keep in mind that:

  • Even if a person's been deleted, you can always re-download their P60, even years later.
  • You don't need to undelete the person to download their P60.
  • Also, if you don't want the cover pages included in the P60 PDF download, tap the blue switch to turn it off:

To learn more:

  • About what to do if the person's P60 isn't listed, and may never have been sent, watch the video on: Sending a P60

And that's it! That's everything you need to know about finding a person's P60, and proving it's been sent!

Updated: Sat, Feb 24, 2024.

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