The HMRC starter checklist is a form provided by Her Majesty’s Revenue and Customs (HMRC) in the United Kingdom. It is typically used by employers to gather important information from new employees. The checklist includes details such as personal information, employment status, tax code, student loan status, pension arrangements, previous employment history, and benefits received. Its purpose is to ensure accurate tax and National Insurance (NI) contributions are made based on the employee’s circumstances in UK.
Personal Details: The HMRC starter checklist requires you to provide your personal details, including your full name, date of birth, National Insurance number, and current address.
Employment Status: You may need to mention your employment status, such as whether you are an employee, self-employed, or both in HMRC starter checklist and submit it to your new employer.
Tax Code: The HMRC starter checklist may ask you to provide your tax code or indicate whether you have multiple jobs or sources of income.
Student Loan in UK: If you have a student loan, HMRC starter checklist might require you to specify the type of loan you have and whether you are currently repaying it.
Pension Scheme: You need to mention the pension scheme if you are a member if workplace pension scheme or if you have enrolled for any other pension scheme you need to share the details with your new employer
Previous Employment: The checklist might ask you to provide information about your previous employment, including the name and address of your previous employer(s) and the date you started and left each job.
Benefits and Allowances: You might be asked about any benefits or allowances you receive, such as statutory sick pay, maternity or paternity pay, or other relevant information.
Table of Contents
What is HMRC starter checklist?
The HMRC starter checklist is a form provided by Her Majesty’s Revenue and Customs (HMRC) in the United Kingdom. It is used by employers to collect essential information from new employees.
Why HMRC starter checklist required?
The HMRC starter checklist is required to ensure accurate tax and National Insurance contributions are made based on the employee’s circumstances. By gathering information about the employee’s employment status, tax code, student loan status, pension arrangements, previous employment history, and benefits received, the employer can determine the correct tax deductions to be made from the employee’s salary. This will help the employee to pay the appropriate tax every month. If employee have P45 he may share that also with the new employer.
Also read: Payroll Number
Who has to fill HMRC starter checklist?
The HMRC starter checklist is typically filled out by new employees when they join a new employer. It helps the employer understand the employee’s tax and National Insurance obligations and enables them to set up the appropriate payroll systems. The employee must provide accurate information on the checklist to ensure their tax and National Insurance contributions are calculated correctly each month.
Where to send HMRC started checklist after completion?
After completing the HMRC starter checklist, the employee does not need to send it anywhere directly. Instead, they should provide the completed checklist to their new employer. The employer will use the information provided on the checklist to set up the employee’s payroll records and ensure accurate tax and National Insurance deductions each month.
Which form is more important HMRC starter checklist or p45 if employee join new employer?
When an employee joins a new employer, both the HMRC starter checklist and the P45 form are important. The HMRC starter checklist collects detailed information about the employee’s tax status, allowances, and other relevant details. It helps the employer determine the correct tax deductions and payroll setup for the employee.
Employees can submit HMRC starter checklist or P45 for appropriate tax deductions every month.
On the other hand, the P45 form is a document provided by the previous employer when an employee leaves a job. The P45 contains important information about the employee’s earnings and tax deductions up until their departure. The new employer will use the P45 to ensure accurate tax coding and avoid emergency tax.
While both forms are important, the P45 is particularly crucial for the new employer to ensure a smooth transition of the employee’s tax and National Insurance information. It is recommended that employees provide both the completed HMRC starter checklist and the P45 to their new employer when starting a new job or any one document to start with.
Also read: CA3916 Statement
How to download HMRC started checklist in pdf or word?
here is the link to download HMRC starter checklist in PDF format
DISCLAIMER: We have written the UK accounting and tax related details for your information only. For professional advice or for any accounting task you require, you may need to speak to a professional accountant near you who can assist you. Please read our disclaimer for more details.