How to process a new starter without a P45
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From Employee > Add New Employee, create a new employee.
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Enter mandatory employee information
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Leave the Tax Code on Tax/NI tab blank, as this field will be automatically completed based on the response you select on the Starter Declaration (unless the new starter is receiving a pension, in which case, follow the guidance on HMRC’s website).
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Select Starter Details.
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Choose the required response on the Starting Declaration or complete the Pensioner or Expat details **
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Select Student Loan Deduction, if required
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Select Save, then Close.
** If you haven’t received the employee information in time for their first pay day, you must still notify HMRC by completing the information on Starter Details to the best of your knowledge. If you have not entered P45 figures and you provide a response to the Starter questions, the software will set the Tax Code as required.
If you are setting up a new employee record for an individual who is not a new starter, for instance, transferring from another PAYE system, select the Starter option: This is not a new employee.