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    HMRC Starter Checklist PDF

    Uploaded by

    schatekar
    This document is a starter checklist that provides instructions for employers and employees. It contains personal details fields for the employee to fill out including name, address, gender, DOB, NI number, and employment start date. It also contains fields regarding student loans and postgraduate loans. The employee must select a statement (A, B, or C) regarding their employment status and sign the declaration confirming the information is correct. The employer uses this information to file tax submissions for the new employee with HMRC.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    HMRC Starter Checklist PDF

    Uploaded by

    schatekar
    413 views2 pages
    This document is a starter checklist that provides instructions for employers and employees. It contains personal details fields for the employee to fill out including name, address, gender, DOB, NI number, and employment start date. It also contains fields regarding student loans and postgraduate loans. The employee must select a statement (A, B, or C) regarding their employment status and sign the declaration confirming the information is correct. The employer uses this information to file tax submissions for the new employee with HMRC.

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    HMRC Starter Checklist.pdf

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    This document is a starter checklist that provides instructions for employers and employees. It contains personal details fields for the employee to fill out including name, address, gender, DOB, NI number, and employment start date. It also contains fields regarding student loans and postgraduate loans. The employee must select a statement (A, B, or C) regarding their employment status and sign the declaration confirming the information is correct. The employer uses this information to file tax submissions for the new employee with HMRC.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    413 views2 pages

    HMRC Starter Checklist PDF

    Uploaded by

    schatekar
    This document is a starter checklist that provides instructions for employers and employees. It contains personal details fields for the employee to fill out including name, address, gender, DOB, NI number, and employment start date. It also contains fields regarding student loans and postgraduate loans. The employee must select a statement (A, B, or C) regarding their employment status and sign the declaration confirming the information is correct. The employer uses this information to file tax submissions for the new employee with HMRC.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Starter checklist

    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 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 give it to your employer.
    Do not send this form to HMRC.

    Employee’s personal details


    1 Last name 5 Home address

    2 First name(s)
    Do not enter initials or shortened names such as Jim for
    Postcode
    James or Liz for Elizabeth
    Country

    6 National Insurance number (if known)

    3 Are you male or female?

    Male Female 7 Employment start date DD MM YYYY

    4 Date of birth DD MM YYYY

    Employee statement

    8 You need to select only one of the following statements A, B or C

    This is my first job since 6 April and I’ve not been receiving taxable Jobseeker’s Allowance,
    A
    Employment and Support Allowance, taxable Incapacity Benefit,
    State or Occupational Pension.

    This is now my only job but since 6 April I’ve had another job, or received taxable
    B
    Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit.
    I do not receive a State or Occupational Pension.

    As well as my new job, I have another job or receive a State or Occupational Pension.
    C

    Please turn over >

    Starter checklist Page 1 HMRC 02/19


    Student Loan Postgraduate Loan
    For more guidance about repaying go to For more guidance about funding and repaying go to
    www.gov.uk/repaying-your-student-loan www.gov.uk/funding-for-postgraduate-study
    For more guidance for employers go to
    9 � Do you have one of the Student Loan Plans described www.gov.uk/guidance/special-rules-for-student-loans
    below which is not fully repaid?
    13 � Do you have a Postgraduate Loan which is not

    Yes If Yes, go to question 10 fully repaid?


    �

    No If No, go to question 13 Yes If Yes, go to question 14

    10 � Did you complete or leave your studies before


    No If No, go to the Declaration
    6th April?
    �
    You’ll have a Postgraduate Loan if:
    Yes If Yes, go to question 11 • you lived in England and started your Postgraduate Master’s
    course on or after 1 August 2016
    No If No, go to question 13 • you lived in Wales and started your Postgraduate Master’s
    course on or after 1 August 2017
    11 � Are you repaying your Student Loan directly to the • you lived in England or Wales and started your
    Student Loans Company by direct debit? Postgraduate Doctoral course on or after 1 August 2018

    Yes If Yes, go to question 13 14 � Did you complete or leave your Postgraduate studies
    before 6th April?
    No If No, go to question 12
    Yes If Yes, go to question 15
    12 � What type of Student Loan do you have?
    No If No, go to the Declaration
    Plan 1 Plan 2 Both
    15 � Are you repaying your Postgraduate Loan direct to the
    Student Loan Plans Student Loans Company by direct debit?
    You’ll have a Plan 1 Student Loan if:
    • you lived in Scotland or Northern Ireland when you started Yes
    your course (undergraduate or postgraduate)
    • you lived in England or Wales and started your No
    undergraduate course before 1 September 2012
    You’ll have a Plan 2 Student Loan if: Go to the Declaration
    • you lived in England or Wales and started your
    undergraduate course on or after 1 September 2012
    • your loan is a Part Time Maintenance Loan
    • your loan is an Advanced Learner Loan
    • your loan is a Postgraduate Healthcare Loan

    Declaration
    I confirm that the information I’ve given on this form is correct.

    Signature � Full name

    Date DD MM YYYY

    Page 2

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