Email a P45

Solution Properties

Solution ID:

230512111042243

Last Modified Date:

Thu Oct 12 05:57:09 UTC 2023

Taxonomy Path:

Case category//How do I...//setup/create/run a report

Author:

[email protected]

Email a P45

Description

When an employee leaves, you must mark them as a leaver in your software and provide a P45.

To email the P45 rather than print it, you can export the email to a compatible email account.

NOTE: Sage 50 Payroll doesn't include a function to upload a P45 to Sage HR Online Services.

Cause

Resolution

From Sage 50 Payroll v29.01 onwards, your software includes two new versions of the P45 form. The form you need depends on whether you send and receive emails with:

Microsoft Outlook
SMTP, for use with web-based email providers such as Google Mail and Yahoo

For security, both forms are password-protected using the password within the Analysis tab of each employee's record. Before you email a P45, you need to ▼ set a password

You can set passwords for multiple employees at once using a set structure for the password. Find out how in our employee email addresses and password structure article.

Alternatively, you can manually set a password for each employee in their employee record. To do this follow our article to set up employees to receive documents by email.

NOTE: As a P45 is a legal HMRC document, it's not possible to edit these layouts.

Email the P45

Make an employee a leaver and produce their P45
Select Employee, then the relevant employee on the list.
TIP: If the employee doesn't appear on your employee list, select Criteria and untick Current year leavers.
Select Reports, then Employee.
Locate the version of the P45 Email report you require, and select it. The report names are:
- P45 (Plain Paper for use with E-Submissions) (SMTP)
- P45 (Plain Paper for use with E-Submissions) (MS Outlook)
Select the Email button above the list of reports.

Steps to duplicate