If you first need to create a new employee record, follow the steps in Add a new employee. If you have already processed a pay run, the next pay run will take into account the new figures and tax code. This will result in the tax being different from the previous period. Entering P45 details - Go to the Employees tab. Select the relevant employee.
- Under Previous Tax Details, under Starting Basis, select Employee declaration: P45.
- Under Circumstances, select A, B, or C.
▼Circumstance definitions | Circumstance | Description | | A | Select this declaration if this is the employee’s first job since the last 6 April. They also didn't get taxable Jobseeker’s Allowance or Employment and Support Allowance. Also no taxable Incapacity Benefit, or state or occupational pension. | | B | Select this declaration if this is the employee’s only job but since last 6th April they’ve had another job. Or has received taxable Jobseeker’s Allowance. Or Employment and Support Allowance, or taxable Incapacity Benefit. The employee doesn’t receive a state or occupational pension. | | C | Select this declaration if the employee currently has another job. Select if they receive a state or occupational pension. | - In the Tax Code box, enter the tax code from the P45 (box 6 on the form).
- In the Leaving Date box, enter the previous employment leave date (box 4 on the form).
- Clear or select Week1/Month1 to match the form (after box 6, but before box 7 on the form). If you select this check box, skip to step 10.
- Under Final pay period, select Week or Month, then enter the period the employee received their final pay from their previous employment.
- In the Total Pay To Date box, enter the previous pay value from the P45 (after box 7).
- In the Total Tax To Date box, enter the previous tax value from the P45 (after box 7).
- Select the Student Loan and Postgraduate Loan box if relevant.
 NOTE: This doesn’t add the deduction to the employee's payslip. You add this in the PAY window while processing your pay run. - In the Current Tax Details section, enter the P45 tax code. Clear or check the Week1/Month1 box to match the P45.
- Select Save.
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