P45 (Part1) Report

Use the P45 report to produce returns to give to employees leaving in the current pay period. You can select a range of employees to be included and specify the type of report to produce. Any employees set in this pay period as L type leavers (current pay-period leavers), or D type leavers (prior-pay-period leavers), are included in this report by default.

After the Update command has been run for the pay period, P45s for prior-pay-period leavers can be printed on an individual basis if the Include Prior Period Leavers Only box is ticked.

Printing the P45(Part 1) report

1. Open the Payroll folder and then click Periodical Reports or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Periodical Reports.

2. Click P45. If you are using groups, in the Select Payroll Groups list, click to select the group(s) you want to process and then click OK.

3. Under Range, enter the start and end references that determine the range of employees included in the report. Employees with an NI Tax Code are excluded from the range as they do not pay income tax.

4. Select the option that determines whether you want to print the P45 report, or, if you want to print a form P45, whether you want to use continuous form or laser stationery.

5. If you want to include only an employee that left before this pay period, tick the Include Prior Period Leavers Only option. You can only choose one employee if this option is ticked.

6. Click OK. If any employees included in the range do not have a date of birth on their employee record, an exceptions report is displayed.

7. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.