NEW EMPLOYEE (starter checklist)

Fill in this form if you do not have a P45 (a document you get from your employer when you stop working for them). You should also fill in this form if you have a student loan (whether or not you’ve a P45). Your employer will need this information to tell HMRC about you and help them to use the right tax code. Make sure you answer the questions correctly. If you do not, you may pay the wrong amount of tax or student loan deductions.

These questions will help you to choose the statement that matches your circumstances. The statement you choose helps your employer to apply the correct tax code.

For guidance on student loans and which plan or loan type to use if your employee has selected more than one, go to www.gov.uk/guidance/special-rules-for-student-loans.

EMPLOYEE’S PERSONAL DETAILS

First names:

Do not enter initials or shortened names for example, Jim for James or Liz for Elizabeth

Gender

As shown on your birth certificate or gender recognition certificate

Date of Birth

EMPLOYEE’S PERSONAL DETAILS

Home address:
NATIONAL INSURANCE NUMBER:

(if known)

Employee start date

EMPLOYEE statement

Do you have another job?
Do you receive payments from a State, workplace or private pension?
Since 6 April have you received payments from:

another job which has ended or any of the following taxable benefits:

  • Jobseeker’s Allowance (JSA)
  • Employment and Support Allowance (ESA)
  • Incapacity Benefit
STATEMENT:

Tax Code BR

I have another job and/or I am in receipt of a State, workplace or private pension.

STATEMENT:

Current personal allowance on a Week 1/Month 1 basis

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 (JSA)
  • Employment and Support Allowance (ESA)
  • Incapacity Benefit
STATEMENT:

Current personal allowance

This is my first job since 6 April and since the 6 April I have not received payments from any of the following:

  • Jobseeker’s Allowance (JSA)
  • Employment and Support Allowance (ESA)
  • Incapacity Benefit

STUDENT LOANS

Do you have A STUDENT OR POSTGRADUATE LOAN?
DO ANY OF THE FOLLOWING STATEMENTS APPLY?
  • you’re still studying on a course that your student loan relates to
  • you completed or left your course after the start of the current tax year, which started on 6 April
  • you’ve already repaid your loan in full
  • you’re paying the Student Loans Company by Direct Debit from your bank to manage your end of loan repayments

STUDENT LOANS

WHICH LOAN(S) DO YOU HAVE?

To avoid repaying more than you need to, tick the correct student loan or loans that you have.
Please tick all that 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 lived in England or Wales and started your course on or after 1 September 2012.

You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course.

Please tick 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

Declaration

I confirm that the information I’ve given on this form is correct.

Write your signature in the box below

THANK YOU!

Your details have been sent to Norwich Accountancy, on behalf of your employer.

If you’d like to make any changes to your details, please email: payroll@norwichaccountancy.co.uk

State Pension is a pension paid when you reach State Pension age.

Workplace pension is a pension which was arranged by your employer and is being paid to you.

Private pension is a pension arranged by you and is being paid to you.

Jobseeker’s Allowance (JSA) is an unemployment benefit which can be claimed while looking for work.

Employment and Support Allowance (ESA) is a benefit which can be claimed if you have a disability or health condition that affects how much you can work.

Incapacity Benefit is help if you could not work because of an illness or disability before 31 January 2011.