I have taken on my first payroll client and could do with a hand. The previous bookkeeper has sent me some pdfs from Sage with employee details on. My client ended a partnership during the year and changed to a sole trader. The previous bookkeeper has set them up as new employees from October, the month she changed to a sole trader. I am adding the amounts paid since that date as the ytd figures but where do I add the previous employment dates to cover the pay when it was a partnership ie from April onwards until the partnership ended. I don't have P45/P46 for them (and I assume that would have been handled by the old bookkeeper) but I do know how much they were paid and how much tax they paid as it's on the Sage reports. I can't seem to find the boxes I need to put the figures in.
Ideally I would like to start the payroll in October when she became a sole trader and do the payroll again from that date but failing that I can enter the ytd numbers and start end Feb.
After extensive googling I think I've found the answer to this. I think I have to enter the info in the P6 box as HMRC do not want another P45/P46 filed. Can anyone confirm if this is how they do it?
If you are setting up a new employee in QB and you need to enter the ytd figures then you need to enter them in the P45 box under the employment tab of the Employment Info window. You said you haven't seen the P45s but they have been filed already? If you have all the info as if you had a P45 then I would tick the box that says "The employee has a P45 from a previous employer" and enter all the details there, including the previous pay and tax to date. When you save the information it will probably prompt you to file the P45, just tick no.
Once you have saved the employee, you can then go back into the employment info tab and tick the box which says the P45 has been filed and it will not prompt you again.
Hope this helps, but if I have misunderstood what you were asking, please let me know
Pauline Yes they have been filed already by the previous bookkeeper. I did try to do what you said but it greyed out all of the details so I didn't think it was using them. I will try again. Thank you.
Before you click on the box that says Enter P45/P46 data, you need to untick the box that says P45 or P46 has been filed. You can then enter your data and close the employee window, then you can go back in and tick the box to say it has been filed.
