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4560. Recording the deduction for pensioner who died in the current year. How?
 
If the payment is made in the same tax year as the one in which the employee/pensioner died then you need to follow the instructions mentioned below,
  • While processing the P45 leaver enter the date of leaving as date of death.
  • Ensure the revised year to date figures include the additional payment.
  • Followed by E-File the FPS.
For more information Click on the link https://www.gov.uk/what-to-do-when-an-employee-dies


Road Map for Processing P45 Leaver

Step 1: Go to the Employee Menu in the tasking Zone and Select the Submenu Leaver(P45) Administration
Step 2: Click on the Process Leaver P45 link and Enter the Leaving Date
Step 3: Select the "Option 2 : No Outstanding Payment for Leaver."
Step 4: E-File the Final FPS having the P45 Leaver indication.

Employee -> Leaver ( P45 ) Administration -> Select leaver -> Process Leaver P45 Link ( Leaver date falls with in the current tax year)-> Select "Option 2" -> Continue button -> Confirm Button -> E-File RTI Leaver FPS (P45) Data
( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left)

Road Map for E-filing FPS to HMRC

Step 1: Go to the E-Filing RTI Menu in the tasking Zone and Select the Submenu "E-file RTI FPS, EPS, NVR, EYU"
Step 2: Click on the FPS (Full Payment Submission) link
Step 3: Select the Pay Frequency, Pay Period and click on the continue button
Step 4: Now click on the continue button in the appeared screen and, enter your name and the password you used for sign in to the application.
Step 5: Further click on the continue button and later on the "Live E-Filing" button

E-Filing RTI -> E-file RTI FPS, EPS, NVR, EYU -> FPS (Full Payment Submission) link -> Continue button -> Confirm button -> Live E-Filing button
( 'E-Filing RTI' is the button positioned in the tasking zone menu at the top. It is the third button from the left)