Edit, Download, and Sign the HM Revenue & Customs Starter Checklist Instructions
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How do I fill this out?
To complete the form correctly, follow these steps to ensure accurate information is provided. This form helps HMRC use the correct tax code for you. Make sure to read each section carefully and provide the required details.
How to fill out the HM Revenue & Customs Starter Checklist Instructions?
1
Gather your personal details including last name, first names, gender, date of birth, home address, National Insurance number, and employment start date.
2
Select the appropriate employee statement (A, B, or C) based on your employment and payment history since 6 April.
3
If applicable, indicate either 'Yes' or 'No' for student loans and provide additional information as specified.
4
Fill out the type of student loan you have if you selected 'Yes' in the previous step.
5
Sign and date the declaration to confirm the information you provided is accurate.
Who needs the HM Revenue & Customs Starter Checklist Instructions?
1
New employees need this form to provide their details to their employer before their first payday.
2
Employers require this form to gather necessary information for the Full Payment Submission (FPS) to HMRC.
3
Students with loans need to indicate their loan details to avoid over-repayment.
4
Individuals who changed jobs after 6 April need to choose the appropriate employee statement.
5
Those receiving state, works, or private pensions need to inform their employer to ensure accurate tax calculations.
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1
Open the Starter Checklist PDF in the PrintFriendly editor.
2
Enter your personal details in the designated fields.
3
Select the appropriate employee statement and student loan options.
4
Review the information to ensure all entries are correct.
5
Save the edited PDF with your changes.
What are the instructions for submitting this form?
Do not send this form to HM Revenue and Customs (HMRC). Instead, provide it to your employer so they can use the information for the Full Payment Submission (FPS). Ensure to keep the information recorded on the Starter Checklist for the current and previous 3 tax years. Employers can guide and submit necessary information using tools on www.gov.uk.
What are the important dates for this form in 2024 and 2025?
The Starter Checklist should be completed before the first payday in each tax year. Ensure to keep records for the current and previous 3 tax years.
What is the purpose of this form?
The Starter Checklist form is designed to gather essential information from new employees to help employers fill out the Full Payment Submission (FPS) for HMRC. It ensures accurate tax code usage and compliance with tax regulations. Employers must keep the form's information for the current and previous 3 tax years for record-keeping purposes.
Tell me about this form and its components and fields line-by-line.
- 1. Last name: Employee's last name.
- 2. First names: Employee's first names, no initials or shortened names.
- 3. Gender: Employee's gender.
- 4. Date of birth: Employee's date of birth in DD MM YYYY format.
- 5. Home address: Employee's home address including country and postcode.
- 6. National Insurance number: Employee's National Insurance number, if known.
- 7. Employment start date: Employee's employment start date in DD MM YYYY format.
- 8. Employee statement: Choose the appropriate statement (A, B, or C) that applies to the employee's situation.
- 9. Student loans: Indicate if the employee has any student loans and provide details about the type of loan.
- 10. Declaration: Employee's signature, full name, and date to confirm the accuracy of the provided information.
What happens if I fail to submit this form?
Failure to submit the form may result in incorrect tax code usage and possible penalties.
- Incorrect tax code: Not submitting the form can lead to HMRC using the wrong tax code, resulting in overpayment or underpayment of taxes.
- Penalties: Failure to comply with submission requirements may result in fines or other penalties from HMRC.
How do I know when to use this form?
- 1. Starting a new job: Provide your employer with the necessary information before your first payday.
- 2. Changing jobs after 6 April: Submit the form if you have changed jobs since 6 April but do not have a P45.
- 3. Having student loans: Inform your employer about your student loan details to ensure correct deductions.
- 4. Receiving pensions: Update your employer on any state, works, or private pensions you are receiving.
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What information do I need to fill out the Starter Checklist?
You need your personal details, employment start date, employee statement choice, and student loan information.
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