Find your worker in the people hub menu. Once on their record, select the payroll menu and then P45/P60 (as shown below)
NOTE: your user permissions may mean that you do not have access to this menu, contact your accounting firm admin to update your permissions.
The P45 / P60 section is where you can find the most recent P45 and all applicable P60s for the contractor. You will be able to see basic employee information as shown below.
By default, you will see the current year's report which can only ever be a blank display or a P45. To see a previous years P60 you can filter by tax year as shown below.
The action columns differ slightly.
For P45’s, the Reports button will only have a download option. We do not offer the ability to re-send the P45 as it is not advised by HMRC. However, if you wish to, you can download and re-send it outside the system.
For a P60 we do offer the option to re-send this from the system.
