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4554. Reporting P45 Leavers with No Outstanding payments (Previous Tax Year). How?
 
Whenever you want to report P45 Leaver for an employee with no Outstanding payments to HMRC then you should follow the steps listed in the ROAD MAP below,


Step 1:
On the Employee menu select Leaver ( P45 ) Administration.

Step 2:
Click on the Process Leaver P45 link and enter the Leaving Date. The Leaving Date is in the previous tax year.

Step 3:
Select "Option 2 : No Outstanding Payment for Leaver ...." and click Continue.

Step 4:
Since the leaving date is in the earlier tax year, you must send an Earlier Year Update (EYU) for that year to report the date of leaving.

Refer to HMRC link : https://www.gov.uk/employee-leaving.

Please note that an EYU for a previous tax year can only be submitted from April 20 onwards.
To e-File the the Leaver's EYU, in the Employer's Declaration page enter your User Sign In Password and click Continue.

Step 5:
Click on the Live e-Filing red button to submit your previous tax year leaver EYU information to HMRC.

Step 6:
If any submission errors occur (Authentication Failure etc.), you can correct the errors and then re-submit the leaver EYU by selecting E-file RTI FPS, EPS, NVR, EYU from the E-filing RTI menu.

Step 7:
You can check the status of the e-filed EYU, the e-filed certificate & EYU report PDF from E-filing RTI -> E-filing Status -> EYU (Earlier Year Update).

Road Map for Processing P45 Leaver with No Outstanding payments

Employee -> Leaver ( P45 ) Administration -> Select leaver -> Process Leaver P45 Link ( Leaver date falls with in the previous tax year )-> Select "Option 2" -> Continue button -> Confirm Button -> E-File RTI Leaver FPS (P45) Data / E-File RTI EYU 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 EYU to HMRC

E-Filing RTI -> E-file RTI FPS, EPS, NVR, EYU -> Earlier Year Update(EYU) link -> Save & 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)

Step 8: If you don't complete the Leaver P45 efiling or accidently go about removing the RTI Leaver FPS record for a employee, you can still complete the Leaver FPS efiling by following the below steps:

1) Employee -> Former Employee Facilities -> The column "Leaver FPS E-filed Status" indicates the e-filed status of Leaver P45. If e-filing is not completed, you will see the link "E-File Now !". Please click this link and continue to complete the leaver e-filing.

2) After a while, you can check the status of the e-filed Leaver FPS and see the e-filed certificate from E-filing RTI -> E-filing Status -> FPS (Full Payment Submission).

Road Map - To E-file the FPS to HMRC for a former employee.
Employee -> Former Employee Facilities-> Under Leaver FPS E-filed Status -> Click on the Link "E-File Now!".
( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left.)

Road Map - To view the FPS E-Filed Status.
E-Filing RTI -> E-Filing Status -> Under Regular RTI E-Filing -> Click on the Link FPS (Full Payment Submission)
( 'E-Filing RTI' is the button positioned in the tasking zone menu at the top. It is the third button from the left.)