Payroll - Employee - Starter Form

INTRODUCTION

About this form: This is a substitute HMRC employee "New Starter" checklist. PLEASE type in normal grammar, that will help thank you, i.e. NOT all lower case or all UPPER text) e.g. Smith, not smith or SMITH). EMPLOYEE INSTRUCTIONS: You must answer all the questions marked as required usually a red *. Error can lead to incorrect tax being deducted.

NOTE:

TAKE A LOOK THROUGH THE FORM FIRST TO ENSURE YOU HAVE ALL THE INFORMATION AND ANSWERS REQUIRED, BEFORE YOU START COMPLETING IT.

EMPLOYER NAME

Enter the full name of your new employer. If you are not sure ask your employer before completing this form.

New Employers Name

Enter your new employers name here. If you have ANY queries about your employment you should raise these with your employer.

SECTION ONE - EMPLOYEE INFORMATION

Your First Name

Your Surname

Middle Name(s)

If any

Date of Birth (DOB)

or type in format dd/mm/yyyy

National Insurance Number (NINO)

Enter your NINO with no spaces e.g. AA112233B (should be 9 characters long)

What is your sex?

Male

Female

As shown on your birth certificate or gender recognition certificate

Address Line 1

1st Line of your address

Address Line 2

Locality

Town/City

County

e.g Berkshire, Surrey

Postcode

Country (UK)

Type Country Name Here

Email Address (Personal)

For payslips and documentation

Email Address (Work)

Mobile Phone Number

Landline Phone Number

SECTION TWO - EMPLOYEE STATEMENT OF INCOME CIRCUMSTANCES

Below chose a statement that accurately reflects your work or other income (e.g. pensions) situation for the current tax year (6 April to 5 April).

Do you CURRENTLY have another job?

Yes

No

Do you receive payments from State Pension, private or workplace pension?

Yes

No

Since 6th April have your received payments from:

Another previous job (that has ended), or Jobseekers Allowance (JSA), or Employment and Support Allowance (ESA), or Incapacity Benefit?r

OR, NONE of these payments received.

As you said yes to some of the previous question please state which are applicable

Another previous job (that has ended), or

Jobseekers Allowance (JSA),Employment and Support Allowance (ESA), or Incapacity Benefit

Only select one

P45 From Previous Employer

I have the P45 and will UPLOAD IT NOW.

I have a P45 and have ALREADY given it to my new employer

I have a P45 and WILL give it to my new employer IMMEDIATELY.

I DON'T have a P45 from my previous employer

TIP: BASED ON YOUR ANSWERS

EMPLOYEE STATEMENT (Select which of Statement A, B or C applies to you)

Statement A - Choose this statement if the following applies - "This is my first job since 6 April and since the 6 April I've NOT RECEIVED payments from any of the following: • Jobseeker's Allowance • Employment and Support Allowance • Incapacity Benefit". DO NOT choose this statement if YOU ARE in receipt of a State, Works or Private Pension.

Statement B - Choose this statement if the following applies - "Since 6 April I have had another job but I DO NOT have a P45. And/or since the 6 April I HAVE RECEIVED payments from any of the following: • Jobseeker's Allowance • Employment and Support Allowance • Incapacity Benefit". DO NOT choose this statement if YOU ARE in receipt of a State, Works or Private Pension."

Statement C - Choose this statement if - "I HAVE another job" AND/OR "I AM in receipt of a State, Works or Private Pension"

Statement D - Choose if you have had previous employment, since 6th April, AND you ARE providing your P45 - NOTE: IF you DO NOT provide the P45 now (upload below) or HAVE already given your P45 to your new employer we will treat your EMPLOYEE STATEMENT as reverting to Statement B above (effect see "key" below)

Key: Statement A = Personal Allowances, Statement B = Personal Allowances on a Week1 / Month1 Basis, Statement C = BR Code. For more information about tax codes see www.gov.uk/tax-codes

PREVIOUS EMPLOYER (P45 Upload)

As you ticked that your have had another job since the most recent 6th April (i.e. in the current tax year) we need the P45 that your previous employer should have given you. otherwise your tax may be calculated incorrectly. IF YOU CANNOT UPLOAD THAT NOW PLEASE GIVE IT TO YOUR EMPLOYER AS SOON AS YOU HAVE IT.

Upload your P45 from your previous employer (if applicable)

Maximum file size: 20MB

WHAT IS A P45? - A P45 is a document given to employees by their employer when the leave an employment. The P45 will show the date of leaving, gross pay and tax deducted to the date of leaving. If you have a P45 from a previous employer, since most recent previous 6 April, then please upload it here or email it to t4.office@t4tax.com. (in format .pdf, .jpeg, .jpg, .png). Max file size 20mb

SECTION THREE - STUDENT LOANS

STUDENT LOANS (Do you have a Student or Postgraduate Loan)

Yes

No

STUDENT LOANS (Part 2)

Are you STILL studying full-time on the course that your Student Loan relates to?

Yes

No

STUDENT LOANS (Part 3)

Have you COMPLETED or left your full-time course after the start of the current tax year, which started on 6 April?

Yes

No

Are you ALREADY making regular direct debit repayments from your bank, as agreed with the Student Loans Company?

Yes

No

To avoid paying more than you need to, tick the CORRECT Student Loans that you have - use the guidance below help you

Plan 1

Plan 2

Plan 4

Postgraduate Loan (England and Wales only)

Tick ALL (above) that apply to you. GUIDANCE: Types of Student Loan You have a Plan1 if any of the following apply: • you lived in Northern Ireland when you started your course • you lived in England or Wales and started your course before 1 September 2012 You have a Plan 2 if: You lived in England or Wales and started your course on or after 1 September 2012. You have a Plan 4 if: You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course. You have a Postgraduate Loan if any of the following apply: • you lived in England and started your Postgraduate Master's course on or after 1 August 2016 • you lived in Wales and started your Postgraduate Master's course on or after 1 August 2017 • you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

FEEDBACK

Form Rating

How clear and easy did you find it to complete this form? (1 hard to 5 easy)

EMPLOYEE DECLARATION

GDPR Agreement (Privacy)

I consent to having this website store my submitted information so they can process the information I have provided.

Confirmation

I confirm that I am eligible to work in the UK and that the information I have given is correct.

Signature

Clear

PLEASE ALLOW 30 SECONDS for the form to submit. MAKE SURE ALL RED * Questions ARE ANSWERED. Your will get submission confirmation or by redirected to anything not completed.

NOTES

Information about this form

EMPLOYER INSTRUCTIONS: This Starter Checklist gathers information about your new employee. 

This information is then used for your first electronic "Full Payment Submission" (FPS) RTI (Realtime Information) submission for this employee to HMRC. 

The "Employee Statement" choice will dictate what PAYE code should be used initially until HMRC instruct the employer to operate a different code. 

This information should be kept for 3 tax years. Do not send this actual form to HM Revenue and Customs (HMRC).

T4 Forms

Our forms section

EMPLOYEE NEW STARTER FORM