Form

Starter checklist for PAYE

Gather the right information about your new employee if they do not have a recent P45.

Documents

Printable starter checklist for use from 6 April 2021

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Online starter checklist for use up to 5 April 2021

Printable starter checklist for use up to 5 April 2021

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Use the starter checklist to:

  • get information you need about a new employee to complete payroll
  • give information to your employer for your employer to complete payroll

There are 2 versions of the starter checklist for new employees available to use:

  • up to 5 April 2021
  • from 6 April 2021 onwards

There are 2 formats available to use:

Online starter checklist

This form is filled in on screen. You must answer all the questions except those marked ‘optional’. You cannot save the form but when you’ve filled it in you’ll be able to print a copy and send it by post.

Starter checklist (printable version)

This form can be printed and filled in manually.

An online version of the starter checklist to use from 6 April 2021 will be added soon.

Instructions for employers

Once you have completed the form, you must send this to your payroll department.

You must not send completed checklists to HMRC.

Instructions for employees

Once you have completed the form, you must send this to your new employer.

You must not send completed checklists to HMRC.

Tell HMRC about a new employee
Guidance about what you need to do when you take on a new employee.

Published 15 April 2014
Last updated 23 February 2021 + show all updates
  1. The starter checklist has been updated to include information for Plan 4 and to use when the new employees first pay date is due after 6 April 2021.

  2. The Employee statements A, B and C in the starter checklist have been updated.

  3. The starter checklist for 2018 to 2019 has been removed.

  4. The English and Welsh versions of the starter checklist for 2019 to 2020 have been added, it includes Postgraduate Loan information to use from 6 April 2019.

  5. The English and Welsh versions of the printable starter checklist have been updated to the 2016 version.

  6. The printable version of the starter checklist has been updated with information about post graduation.

  7. Printable alternative of PAYE: starter checklist for Welsh and English versions have been added to this page.

  8. The Starter Checklist has been updated to reflect new tax year changes and include Student Loan information.

  9. Clarification added on how to use the form.

  10. Welsh form and translation added.

  11. First published.