A new employee cannot supply a P45.
Use the Cumulative Figures
button (see pages 24 and 27) to enter the P45 wizard. This will
lead you through a number of questions to set the temporary
tax code.
An employee supplies a P45 after payruns have been
calculated.
Use Change Employee Details
and Cumulative Figures to enter the wizard to
change P45 details. The P45 details will be included in the next
month’s calculations and the tax will be
correct.
A female employee has reached 60 (65 for males) but her
birthday is in the middle of the month. How is the
NI code changed in the middle of a month?
HMRC allow the NI code to be changed to C at the beginning of
the birthday month giving her the benefit of the new code for the
full month.
A former employee returns to work again in the
practice.
Do not remove the leaving date of his/her old file. Create a new
file for this employee with the same name, NI number etc. as the
employee’s original file. Feed in data from the P45 in the normal
way (even if the P45 was the one that you gave the employee when
he/she left). There will be two P14s for this employee at the
end of the year. Both will be sent to HMRC.
You have to pay an employee who has already left and
has been given a leaving date and a P45 (e.g. for
a backdated pay rise).
Do not remove the leaving date of his/her
original file. Create a new file with same name and NI number. The
tax code should be BR and the NI code A. No entry is required for
previous pay and tax and no entry is needed in the Pay Details
screen. At the next payrun give this employee a Special Salary at
the Temporary Adjustment Screen of the amount that is owed. After
the payrun add a leaving date to this employee’s second file. There
will be two P14s for this employee at
the end of the year.
An employee has left, a leaving date was entered but a
payslip is appearing in the next
month.
This means that a payrun calculation was made
for this employee before the leaving date was added. Delete the
image of this payslip using the first option on the Correct Errors
screen (obtained by clicking on the correct errors button of the
main option screen). Choose the employee and the month to delete
the payslip. The monthly summary and P32 should be reprinted.
They will be constructed without the faulty payslip.
