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herefordshire
Level 1

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

 
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Best answer February 11, 2021

Accepted Solutions
GeorgiaC
QuickBooks Team

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Hi Fiona2107

 

Thanks for joining this thread, and condolences for your loss. The standard payroll does not currently have a separate leave category for this, you can instead use the resigned category though we appreciate this is still not the correct terminology. We have a guide here that covers the treatment of NIC, tax, and any student loan on the final payslip for the employee for your reference, and will pass feedback on for the appropriate terminology to be implemented into the payroll. 🙇‍:female_sign:

 

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5 REPLIES 5
IamjuViel
QuickBooks Team

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Hello, @herefordshire.

 

Here's how to mark an employee as a leaver in QuickBooks Online Standard Payroll:

  1. Go to Employees > Employees.
  2. Select the name of the employee to open the profile.
  3. Select Actions and select Mark as leaver under the employee name.
  4. For Details of leaving,
    • Select the employee's leaving date.
    • Select the employee's reason for leaving.
    • Select Save.
  5. Select Done to dismiss the note that their P45 will be available at the end of the final payroll.

If you're using Pay Suite, here's how:

  1. Go to Employees > Employee Profile >Leaver
  2. Enter the leaving date of the employee.
  3. For Details of leaving,
    • Select the employee's leaving date.
    • Select the employee's reason for leaving.
  4. Select Save. Once you save the leaving date, the P45 becomes available at the bottom section of the Employee Profile. You will see the new option View P45.

Lastly, in QBOAP, the P45 form is automatically generated when the employee's final payroll is completed. Since you've already terminated the employee and ran payroll, but the form isn't auto-populated, I'd suggest going to the HMRC Forms tab from their profile. This way, you'll be able to issue their P45 via email. I'll guide you how.

  1. Go to Employees from the left menu. 
  2. Select All Employees from the Active Employees drop-down. 
  3. Locate the terminated employee. 
  4. Choose HMRC Forms
  5. Under the P45 section, click Re-send notification.

Please comment again if you have additional questions. Wishing you all the best!

GrahamM26
Level 1

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Using QB Standard Payroll there is no option to report deceased person; how should I report it?

Becky29
QuickBooks Team

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Hello Info898 :waving_hand:, With the Standard payroll recording your unable to record employees as deceased, What you can do as a workaround is record them as dismissed? Regards 

Fiona2107
Level 1

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Is this the case?

I run quickbooks standard payroll through Online Accountant for a small number of clients. I have one client where an employee has sadly died. The workaround to mark him as dismissed doesnt seem right to me... Surely there must be a way to report this truthfully??

 

GeorgiaC
QuickBooks Team

I dont normally handle payroll on QB but helping out. How do i process a deceased employee - under mark as lever tab there is no deceased option - thanks

Hi Fiona2107

 

Thanks for joining this thread, and condolences for your loss. The standard payroll does not currently have a separate leave category for this, you can instead use the resigned category though we appreciate this is still not the correct terminology. We have a guide here that covers the treatment of NIC, tax, and any student loan on the final payslip for the employee for your reference, and will pass feedback on for the appropriate terminology to be implemented into the payroll. 🙇‍:female_sign:

 

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