PAYE: starter checklist. Use this form if you are taking on a new employee.
Note that this is our (improved) version of HMRC's New Employee Starter checklist.
Taking on a new employee? What PAYE code to use?
New Employee Starter checklist
This checklist applies if you take someone on as a new employee
Employer name…………………………………………………..
Employee details
| Surname |
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| First name (s) |
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| Gender: Male or Female |
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| Date of birth: dd/mm/yyyy |
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| National Insurance number |
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Address Postcode |
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| Email address |
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| Contact telephone number |
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| A. This is my first job since last 6 April and I have not been receiving taxable Jobseeker's Allowance, Employment and Support Allowance, taxable Incapacity Benefit, state pension or occupational pension. | YES / NO |
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B. This is my only job, but since last 6 April I have had another job, or have received taxable Jobseeker's Allowance, Employment and Support Allowance or taxable Incapacity Benefit. Also, I do not receive state or occupational pension. |
YES / NO If YES: Do you have a P45 issued by your previous employer? YES / NO If YES: Please attach to this declaration If NO: Please contact your previous employer and request your P45. |
| C. Do you have another job (in addition to this one) or receive a state or occupational pension. | YES / NO |
| Student Loan Do you have a Student Loan which is not fully repaid. |
YES / NO If YES: Please move on to the next question. If NO: Please ignore the Student Loan questions and sign and date this form. |
| Are you paying your Student Loan direct to the Student Loans Company by agreed monthly instalments? |
YES / NO If YES: Please ignore the remaining questions and sign and date this form. If NO: Please move on to the next question. |
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Student Loan Plans |
PLAN 1 or PLAN 2 (circle the appropriate plan) If you lived in Scotland or Northern Ireland when you started your course, or You lived in England or Wales and started your course before 1 September 2012 then you have Plan 1. If you lived in England and Wales and started your course on or after 1 September 2012 then you have Plan 2. |
| Did you finish your studies before the last 6 April? |
YES / NO |
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Employee Signature
Date signed |
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Employer's Checklist
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Employer's checklist (employer to complete this next section) |
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Employment start date (DD/MM/YYYY): |
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Rate of pay £ Note: National Minimum Wage provisions |
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Estimated average hours to be worked per week |
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PAYE code to be used: |
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Casual workers: special rules apply if If an employee is only being paid once:
Is this employee a harvest worker who is being employed for two weeks of less? |
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Pay interval |
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Is the employee:
Are earnings above the trigger limits? |
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Student loans A SL1 ‘Start Notice’ is sent to employers when a match is made between the Student Loans Company’s record of borrowers and HMRC's records.
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