How do I archive a P45?

When employees are made leavers on the payroll, HMRC will be notified when the RTI data is submitted each pay period. You need to give the employee(s) a P45 form which shows the total pay and tax in the employment tax year. Within Cintra iQ, you can archive the P45 form(s) once the form has been produced.

 

To archive the P45(s)

1. Navigate to the Select Payroll and Tax Year for P45 form.
   Go to Cintra iQ: Payroll> Payroll Tools> HMRC> P45 Forms
2. Select the desired Payroll.
3. Select the desired Tax Year.
4. Click the Next button. The P45 Forms - Select Sort Order form appears. 
5. Select the desired sort order. 
6. Click the Next button. The P45s Forms - Include Records for... form appears. 
7. Select either All Employees, Specific Employees or Multiple Employees. 
8. Click the Next button. The P45 Forms - Selection Summary appears. 
9. Click the Run button. One or more P45s are displayed. 
10. Click the Archive button. The Payment File Archive window appears.
11. Select the file you want to archive.
12. Enter a Comment.
13. Select the Publish option if you wish to publish the file to Cintra Cloud.
14. Click the OK button. The P45 form is archived as a PDF.
    

      Note:

    If you have multiple P45 forms from a single run, they will be archived in a single PDF format.

15. Refer back to the PDF file through the Report Archive window, when necessary.
    Go to Cintra iQ: Payroll> Payroll Tools> Archived Reports.