Reporting P45 Leavers with Outstanding payments (Current Tax Year). How?

Whenever you want to report P45 Leaver for an employee with Outstanding payments to HMRC then you should follow the steps listed in the ROAD MAP below,

Step 1: On the Employee menu select Leaver ( P45 ) Administration.

Step 2: Click the Process Leaver P45 link and enter the Leaving Date. The Leaving Date must be in the current tax year.

Step 3: Select the "Option 1 : Having Outstanding Payment for Leaver…" and click Continue button.

Step 4: Enter the final pay details for the leaver and click Process Pay.

Step 5: Review the final payslip and click Confirm.

Step 6: To e-File the Leaver's FPS, in the Employer's Declaration page enter your User Sign In Password and click on Continue.

Step 7: Click on the Live e-Filing red button to submit your leaver FPS information to HMRC.

Step 8: If any submission errors occur (Authentication Failure etc.), you can correct the errors and then re-submit the leaver FPS by selecting E-file RTI Leaver FPS (P45) from the E-filing RTI menu.

Step 9: You can check the status of the e-filed Leaver FPS and see the e-filed certificate from E-filing RTI -> E-filing Status -> FPS (Full Payment Submission).

Step 10: You can access & print the P45 form from Employee -> Former Employee Facilities -> Print P45.

Road Map for Processing P45 Leaver with Outstanding payments

Employee -> Leaver ( P45 ) Administration -> Process Leaver P45 Link

( Leaver date falls with in the current tax year )-> Select "Option 1" -> Final Pay Details -> Process Pay button -> Fill the required details in Employer's Declaration -> Continue Button ---> E-File RTI Leaver FPS (P45) Data / E-File RTI YTD FPS Data

( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left)

Road Map for E-filing FPS to HMRC

Step 1: Go to the E-Filing RTI Menu in the tasking Zone and Select the Submenu "E-file RTI FPS, EPS, NVR, YTD FPS"

Step 2: Click on the FPS (Full Payment Submission) link

Step 3: Select the Pay Frequency, Pay Period and enter the Payment Date then click on the Continue button

Step 4: Now click on the continue button in the Employer Declaration appeared screen and, enter your Name and the Password you used for sign in to the application.

Step 5: Further click on the "Live E-Filing" button

E-Filing RTI -> E-file RTI FPS, EPS, NVR, YTD FPS -> FPS (Full Payment Submission) link -> Fill the required details in Employer's Declaration -> Continue button -> Live E-Filing button

( 'E-Filing RTI' is the button positioned in the tasking zone menu at the top. It is the third button from the left)

Step 11: If you don't complete the Leaver P45 efiling or accidently go about removing the RTI Leaver FPS record for a employee, you can still complete the Leaver FPS efiling by following the below steps:

1) Employee -> Former Employee Facilities -> The column "Leaver FPS E-filed Status" indicates the e-filed status of Leaver P45. If e-filing is not completed, you will see the link "E-File Now !". Please click this link and continue to complete the leaver e-filing.

2) After a while, you can check the status of the e-filed Leaver FPS and see the e-filed certificate from E-filing RTI -> E-filing Status -> FPS (Full Payment Submission).

Road Map - To E-file the FPS to HMRC for a former employee. Employee -> Former Employee Facilities-> Under Leaver FPS E-filed Status -> Click on the Link "E-File Now!". ( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left.)

Road Map - To view the FPS E-Filed Status.

E-Filing RTI -> E-Filing Status -> Under Regular RTI E-Filing -> Click on the Link FPS

(Full Payment Submission) see the E-filed Certificate & Digital Receipt. ( 'E-Filing RTI' is the button positioned in the tasking zone menu at the top. It is the third button from the left.)