Email a P45

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. 

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

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

Email the P45

1. Make an employee a leaver and produce their P45
2. 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. 
3. Select Reports, then Employee.
4. 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) 
5. Select the Email button above the list of reports.