Process a new starter without a P45

1. Create new employee via Employee > Add New Employee.

2. Enter mandatory employee information.

3. Leave the Tax Code on Tax/NI tab blank – this field automatically completes based on the response given on the Starter Declaration (unless the new starter will receive a pension, in which case, follow the guidance on the HMRC website.

4. Select Starter Details.

5. Select the required response on the Starting Declaration or complete the Pensioner or Expat details.

6. Select Student Loan Deduction, if required.

7. Select Save then Close.

If you have not received an employee's information in time for their first pay-day, you must notify HMRC of this by completing the information on the Starter Details to the best of your knowledge. If you do not enter the P45 figures, but have provided a response to the P46 question, IRIS Earnie IQ sets 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, when transferring from another PAYE system, select the Starter Details option, This is not a new employee.