Issuing a P45

Hi @vruti jivan,

Let me share the steps as to how you can process your employee as a leaver, then create a P45 for them.

First, you need to mark the employee in question as a leaver.

Here's how:

1. Highlight the Employees tab.
2. Select Employees.
3. Search for the employee in question, then click it.
4. Under the Actions drop-down menu, choose Mark as leaver.
5. For Details of leaving:
   • Enter the employee's leaving date.
   • Type in the employee's reason for leaving.
   • Press Save.
6. Hit Done to dismiss the note that their P45 will be available at the end of the final payroll.

You can run their final payroll at this point, along with sending an FPS. This informs HMRC that you've finished paying the employee. 

To locate the P45, follow these steps:

1. Highlight the Employees tab.
2. Select Employees.
3. Search for the employee in question, then click it.
4. Go to the Documents tab.

To ensure you have a smooth transition to the next payroll year, I suggest checking out this article: Payroll Year End 2019/2020 for QuickBooks Online Standard Payroll. You can find a list of steps that helps you check if you're ready to run your final payroll. 

Feel free to post a comment below, in case you other questions in mind. I'll be sure to get back to you. 

Thank you @Ryan_M 

I have searched and clicked the employee in questions. I can not see the action drop down menu? Once i follow step 3 below, it takes me to the employee detail page. 

Please advice.

How can I confirm that a P45 has been sent to the Employee by email? When I look at the Employee record, HMRC page some of them have a date sent others don't. Is there a report I can look at?

You’ll want to contact your employee to ensure they received the email you sent to them, @DebOK.

As of now, there isn’t a report that shows the email sent to your employees or received by them. If you’re unsure you did not send an email to your employee, you’ll want to resend it to them again. To do so, you can follow these steps:

1. Go to the Employees menu
2. Click the Employees tab.
3. Select Employees.
4. Search for the employee in question, then click it.
5. Go to the Documents tab.
6. Click the 45 and download it on your computer.
7. Then, attached the file when sending an email.

Let me also add this article that guides you in easily editing or inactivate your employees in QuickBooks Online (QBO): Add, edit, or inactivate an employee.

You can always get back to me whenever you need help with managing your employee’s payroll. I’m only a few clicks away. Have a good one!