As part of the RTI (Real Time Information) process, you must complete a new starter statement for all new starters who have P45 details and for those starters who do not.
To create a new statement for employees who have P45 details
- Go to Cintra iQ: Employment Records> Tax and NI >Tax tab.
- Right-click New in the Tax Code History pane. The New Tax Coding form appears.
- Select the New Employee (P45 Details) coding type.
- Click the Next button. The New Employee (P45 Details) form appears.
- Enter the Previous Employment Details.
- Enter the New Employment Details.
- Click the Declarations button. The P45 Declaration for Employee form appears.
- Select the appropriate Employee circumstance.
- Click the OK button. The tax code record appears in the Tax Code History pane of the Tax tab.
Note:
If applicable, you can repress a tax rebate by clicking the Tax Rebates button on the Tax_NI Details window.
To create a new statement for employees who do not have P45 details
- Go to Cintra iQ: Employment Records> Tax and NI >Tax tab.
- Right-click New in the Tax Code History pane. The New Tax Coding form appears.
- Select the New Employee (No P45 Details) coding type.
- Click the Next button. The New Employee (No P45 Details) form appears.
- Determine who completed the form.
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- Employee: The declaration information is filled in, based on what the employee has given the employer.
- Employer: This declaration is filled in by employer when no employee information is available.
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- Select the Employee circumstances, if you are the employee .
- Enter the the Student Loan details, if applicable.
- Enter the Declaration Date.
- Click the OK button. The tax code record appears in the Tax Code History pane of the Tax tab.
Note:
If applicable, you can repress a tax rebate by clicking the Tax Rebates button on the Tax_NI Details window.