Useful Forms and Factsheets

Useful factsheets

We know that payroll can be complex, and that’s why we are here, to help you. However, we also know that you like to know what everything means, we have therefore created some factsheets covering the areas of payroll we are most asked about.

Statutory Maternity Pay and Statutory Paternity Pay – how much, how long and to whom? Download >>

Salary Sacrifice Arrangements – looks at this ever popular method of providing benefits to employees in return for pre-tax (and NIC) deductions from pay. Download >>

How is a tax code made up? Download >>

Paying HM Revenue & Customs on-line. Download >>

Agent Authorisation

As your payroll bureau we will act as your ‘agent’ in the eyes of HM Revenue & Customs, in order to authorise HM Revenue & Customs to communicate with us in this capacity you will need to complete two forms.

FBI2 - Download >>

64-8 - Download >>

Everyday Forms

We know that the HM Revenue & Customs suite of forms can be daunting. Below we have listed the everyday forms that you may need so you always know where to find them.

Employee Details Form - Download >>

P46 – This form is completed by all new employees who, do/cannot provide you with a P45 on their first day at work  - Download >>

P46 (Expat) – This form is completed by all employees coming to work in the UK. - Download >>

P46 (Pen) – This form is completed by retired employees joining an occupational pension scheme. - Download >>

P38(S) – This form is for students who will only be working for you during the holidays, never during term time.  Rest assured that once any students employed reach the earnings thresholds removing the P38(s) benefits, we will automatically update their tax code to ensure your compliance. - Download >>

SC2 – Often called the ‘Self Certificate’ form, this is completed by employees claiming SSP for their first seven days of sickness. - Download >>

SC4 - This form is completed by employees who are about to take two weeks Statutory Adoption Leave. - Download >>

SC3 – This form is completed by employees who want to  take two weeks Statutory Paternity Leave. - Download >>

SC7 - This form is completed by employees who are applying for additional Statutory Paternity Leave or Pay. - Download >>