Hmrc Starter Checklist PDF Details

Gathering accurate information about new employees is crucial for employers to ensure compliance with tax regulations, and the HMRC Starter Checklist plays a vital role in this process. This form, designed by HM Revenue and Customs (HMRC), is essential for employers to collect necessary details from their new hires to complete their first Full Payment Submission (FPS) accurately. The information includes personal details, employment status, and existing student or postgraduate loan commitments, which influences the correct tax code to be used. For employees, this form is their first step towards ensuring they are taxed correctly from the get-go, helping to avoid over or underpayments. The checklist offers a structured way for employees to declare their previous income and tax situations, notably if they have another job, are in receipt of a pension, or have recently left education. Understanding the selection of statements A, B, or C is crucial for determining an individual's tax status, and incorrect choices can have financial implications. Additionally, questions regarding student and postgraduate loans identify obligations that affect tax deductions. This form, kept by the employer for the current and previous three tax years but not sent to HMRC, is an integral part of the UK's employment and tax administration process.

QuestionAnswer
Form NameHmrc Starter Checklist
Form Length2 pages
Fillable?Yes
Fillable fields50
Avg. time to fill out10 min 34 sec
Other namesstarter checklist hmrc, new starter from hmrc, complete hmrc starter form online, hmrc starter checklist

Form Preview Example

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

HM Revenue and Customs (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.

It’s important that you choose the correct statement. If you do not choose the correct statement you may pay too much or too little tax. For help filling in this form watch our short youtube video, go to www.youtube.com/hmrcgovuk

Employee’s personal details

1

Last name

5

Home address

2

First names

Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth

Postcode

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

Choose the statement that applies to you, either A, B or C, and tick the appropriate box.

Statement A

Statement B

Statement C

 

 

 

 

 

 

 

 

 

Do not choose this statement if

Do not choose this statement if

Choose this statement if:

you’re in receipt of a State, Works

you’re in receipt of a State, Works

• you have another job and/or

 

 

 

 

 

 

or Private Pension.

or Private Pension.

• you’re in receipt of a State, Works

 

 

 

 

 

 

Choose this statement if the

Choose this statement if the

or Private Pension

following applies.

following applies.

 

 

 

This is my first job since 6 April and

Since 6 April I have had another job

 

 

 

since the 6 April I’ve not received

but I do not have a P45. And/or since

 

 

 

payments from any of the following:

the 6 April I have received payments

 

 

 

• Jobseeker’s Allowance

from any of the following:

 

 

 

 

 

 

 

 

 

• Employment and Support Allowance

• Jobseeker’s Allowance

 

 

 

• Incapacity Benefit

• Employment and Support Allowance

 

 

 

 

 

 

• Incapacity Benefit

 

 

 

 

 

 

 

 

 

 

 

 

Statement A applies to me

 

 

Statement B applies to me

 

 

Statement C applies to me

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Starter checklist

Page 1

HMRC 03/20

Student Loan

For more guidance about repaying, go to

www.gov.uk/repaying-your-student-loan

9Do you have one of the Student Loan Plans described below which is not fully repaid?

Yes

 

If Yes, go to question 10

 

 

 

No

 

If No, go to question 13

10Did you complete or leave your studies before 6th April?

Yes

 

If Yes, go to question 11

 

 

If No, go to question 13

No

 

 

11Are you repaying your Student Loan directly to the Student Loans Company by direct debit?

Yes

 

If Yes, go to question 13

No

 

If No, go to question 12

 

12What type of Student Loan do you have?

Plan 1

 

Plan 2

 

Both

Student Loan Plans

You’ll have a Plan 1 Student Loan if:

you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)

you lived in England or Wales and started your undergraduate course before 1 September 2012

You’ll have a Plan 2 Student Loan if:

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

Postgraduate Loan

For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study

For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans

13Do you have a Postgraduate Loan which is not fully repaid?

Yes

 

If Yes, go to question 14

 

 

 

No

 

If No, go to the Declaration

You’ll have a Postgraduate Loan if:

you lived in England and started your Postgraduate Master’s course on or after 1 August 2016

you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017

you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

14Did you complete or leave your Postgraduate studies before 6th April?

Yes

 

If Yes, go to question 15

 

 

 

No

 

If No, go to the Declaration

15Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit?

Yes No

Fill in the declaration.

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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filling in starter check list step 1

Type in the appropriate particulars in Dateofbirth, DD, MM, YYYY Employee, statement Statement, C, Choose, this, statement, if and or, Private, Pension box.

stage 2 to completing starter check list

The application will require details to effortlessly complete the part Statement, A, applies, tome Statement, B, applies, tome Statement, C, applies, tome Starter, checklist Page, and H, MRC

starter check list StatementAappliestome, StatementBappliestome, StatementCappliestome, Starterchecklist, Page, and HMRC blanks to complete

Within the paragraph If, No, tick, this, box, and, goto, question Please, tick, all, that, apply Plan, Plan, Plan, Postgraduate, Loan, England, and, Wales, only Masters, course, on, or, after, August and course, on, or, after, August include the rights and responsibilities of the parties.

step 4 to finishing starter check list

Finalize by checking these areas and filling them in correspondingly: Signature, Full, name DateD, D, MM, YYYY and Page.

Signature, Fullname, DateDDMMYYYY, and Page in starter check list

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