Forms

Forms is a new part of our website that we are developing to make things quick and easy for our clients.

About T4 Forms

Our new forms section

At present the only form avaiable for completion on our new website is the basic new client form.

This page is only intended for T4 new clients that we have already spoken to and directed here.

Clients will be directed to relevant form pages by

HMRC Have a brief explanation video for New Employees

To the left is HMRC brief video guide about starting as a new employee if that helps.

T4-Payroll-Substitute-HMRC-Employee-Starter-Checklist-v20210921

Introduction

About this form This form is designed to be filled in on screen. You must answer all the questions except those marked 'optional'. You can’t save the form but once you’ve completed it you’ll be able to print a copy and post it. Instructions for Employers This Starter Checklist can be used to gather information about your new employee. You can use this information to help fill in your first Full Payment Submission (FPS) for this employee. You need to keep the information recorded on the Starter Checklist record for the current and previous 3 tax years. Do not send this form to HM Revenue and Customs (HMRC). Instructions for Employees As a new employee your employer needs the information on this form before your first payday to tell HMRC about you and help them use the correct tax code. Fill in this form then you can print it and send it or give it to your employer. Do not send this form to HMRC. It's important that you choose the correct statement. If you do not choose the correct statement you may pay too much or too little tax. For help filling in this form watch HMRC's short video

SECTION ONE - EMPLOYEE INFO

Enter your details here

Name *

First

Last

Address *

Address Line 1

Address Line 2

City

Postcode

Date of Birth (DOB) (DD/MM/YYYY) *

Your National Insurance Number *

Enter your National Insurance Number here e.g. AA001122B (no spaces)

Email *

Your email address for payslips to be sent to or any questions about this form

Phone *

Telephone number in case we needed to contact you about this form (no spaces)

SECTION TWO - EMPLOYER DETAILS:

Name of Employer: *

Enter the name of the employers here

SECTION THREE - EMPLOYEE STATEMENT OF INCOME CIRCUMSTANCES

Below chose a statement that accurately reflects your work or other income (e.g. pensions) situation for the current tax year (6 April to 5 April).

EMPLOYEE STATEMENT (Select which of Statement A, B or C applies to you) *

Statement A - Do not choose this statement if you're in receipt of a State, Works or Private Pension. Choose this statement if the following applies - "This is my first job since 6 April and since the 6 April I've not received payments from any of the following: • Jobseeker's Allowance • Employment and Support Allowance • Incapacity Benefit"
Statement B - Do not choose this statement if you're in receipt of a State, Works or Private Pension. Choose this statement if the following applies - "Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following: • Jobseeker's Allowance • Employment and Support Allowance • Incapacity Benefit"
Statement C - Choose this statement if - "I have another job" AND/OR "I am in receipt of a State, Works or Private Pension"

STUDENT LOANS (Do you have a Student Loan) *

Q1: Do you have any Student or Postgraduate Loans? (answer above)

Are you still studying full-time on a course that your Student Loan relates to? *

Yes
No
Not Applicable (No Student Loans)

Have you completed or left your full-time course after the start of the current tax year, which started on 6 April? *

Yes
No
Not Applicable (No Student Loans)

you’re already making regular direct debit repayments from your bank, as agreed with the Student Loans Company? *

Yes
No
Not Applicable (No Student Loans)

To avoid paying more than you need to, tick the correct Student Loans that you have - use the guidance below help you *

Plan 1
Plan 2
Plan 4
Postgraduate Loan (England and Wales only)
Not Applicable (No Student Loans)

Tick ALL (above) that apply to you. GUIDANCE: Types of Student Loan You have a Plan1 if any of the following apply: • you lived in Northern Ireland when you started your course • you lived in England or Wales and started your course before 1 September 2012 You have a Plan 2 if: You lived in England or Wales and started your course on or after 1 September 2012. You have a Plan 4 if: You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course. You have a Postgraduate Loan if any of the following apply: • you lived in England and started your Postgraduate Master's course on or after 1 August 2016 • you lived in Wales and started your Postgraduate Master's course on or after 1 August 2017 • you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

Previous P45 from Previous Employment (If Applicable)

Upload Previous P45 from former employer (if applicable)

Click or drag a file to this area to upload.

WHAT IS A P45? - A P45 is a document given to employees by their employer when the leave an employment. The P45 will show the date of leaving, gross pay and tax deducted to the date of leaving. If you have a P45 from a previous employer, since most recent previous 6 April, then please upload it here or email it to t4.office@t4tax.com. (in format .pdf, .jpeg, .jpg)

DECLARATION

GDPR Agreement *

I consent to having this website store my submitted information so they can respond to my inquiry.

DECLARATION *

I confirm that the information I've given is correct

By ticking this declaration you are confirming that you are the named person at the top of this form and that all the information provided is correct.

Form Rating *

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

How clear and easy did you find it to complete this form? (1 hard to 5 easy)

HMRC & Other Useful Links for more informaton

Here are some useful links for any further information you mught find helpful.

https://www.gov.uk/sign-in-to-manage-your-student-loan-balance

Forms

About T4 Forms

Our new forms section

HMRC Have a brief explanation video for New Employees

Introduction

SECTION ONE - EMPLOYEE INFO

SECTION TWO - EMPLOYER DETAILS:

SECTION THREE - EMPLOYEE STATEMENT OF INCOME CIRCUMSTANCES

Previous P45 from Previous Employment (If Applicable)

DECLARATION

HMRC & Other Useful Links for more informaton

Independent Certified Practising Accountant

Established 30+ Years

Intuit Quickbooks Certified

0118 449 2404

T4 Tax Limited

2022-23 - Tax Return Deadline