Unable to process a P45 Leaver on or before the last (YTD) payrun date. Why?

You cannot process a P45 Leaver (current tax year leaver) under two scenarios,

-> If you try to process the P45 leaver with leaving date which is on or before the last (YTD) payrun date having FPS not been E-Filed for the period. In case, If you want to process then you need to Rollback the former employee till last payrun, reprocess the pay, process the P45 Leaver and E-File the FPS.

-> If you try to process the P45 leaver with leaving date which is on or before the last (YTD) payrun date having E-Filed the FPS for the period. In case, If you want to process then you need to Rollback the former employee till last payrun, process the P45 Leaver under option 2 of Leaver administration and E-File the FPS in the next consecutive period having the P45 leaver indication.

Note: You can process the a P45 Leaver late notification only after the last (YTD) payrun date.

Road Map for Rollback an Former Employee:

Step 1: Go to the Others Menu in the tasking Zone and Select the Submenu Rollback further click on the Rollback Former Employee.

Step 2: Click on the Continue button.

Step 3: Click the Rollback Link related to the employee concern.

Step 4: Now Select Rollback period and click the Continue button.

Step 5: Now enter Sign-in Password to confirm rollback.

Step 5 (Referring to Sub-Point a ): Process the final payrun, process the p45 leaver and E-File the FPS having the P45 Leaver indication..

(Referring to Sub-Point b ): Process the p45 leaver with late notification using Option 2 under leaver administration and E-File the FPS in the next consecutive period having the P45 leaver indication

Others -> Rollback -> Rollback Former Employee -> continue button -> Rollback link -> continue button -> confirm Rollback button.

('Others' is the button positioned in the tasking zone menu at the top. It is the First button from the right) )

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 -> Continue button -> Employer Declaration -> Confirm 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 )



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Unable to Process a Leaver