Changing PAYE Details for a Leaver 

When an employee leaves your company, you should record that a P45 has been issued to this employee and the date on which this occurred.

Procedure

  1. Choose Human resources ® Personnel management ® Administration, then Maintain master data.

    2. The Maintain HR Master Data screen appears.

  2. In the Personnel number field, enter the employee’s personnel number.

    3. Use the matchcode function to find a number you do not know.

  3. Access the Tax Data (infotype 0065) record by entering the infotype name or number in the Infotype field.
  4. Choose Copy.

    5. The Copy Tax Data GB screen appears.

  5. In the From field, change the date to the date on which the P45 was issued.
  6. In the Current details group box, change the employee’s tax code and tax basis if necessary.
  7. In the Leaving details group box, set the P45 been issued indicator and enter the appropriate date in the Date P45 issued field.
  8. Save your entries.

A message appears informing you that the end date of the previous record will be delimited.

  1. Choose Enter.

Result

The employee’s PAYE details are changed. If the employee was on strike at the time of leaving, any tax refund withheld is paid with the final pay.

You can also use the Sample P45 Slip (RPCP45G0) report to record an employee's leaving details and to update the Tax Data (infotype 0065) records. For more information, see P45 Issue.