Issuing P45 forms in QuickBooks Online Payroll

Step 1: Mark the employee as a leaver

1. Go to Payroll and select Employees (Take me there). 
2. Select the name of the employee to open the profile. 
3. Select Actions , then select Change status. 
4. From the Status dropdown ▼, select Terminated. 
5. Select the Leave date and the Reason for status change.
6. Select Save. 

The P45 form will be available once you run their last payroll.

Step 2: Give the employee their P45 form

• The P45 form closes the employment record. 
• If the employee returns, you’ll need to add them as a new employee with a new payroll ID. 
• For more help, see the HMRC link on what to do when an employee leaves.

1. Go to Payroll and select Employees (Take me there). 
2. From the Active Employees , select Inactive Employees.
3. Select your employee. 
4. Select the Documents tab. 
5. Next to P45, select View. This will open the form in a new tab.
6. Download the form and send it to your employee.

Email or download a P45 form

1. Go to Payroll, and select Employees.
2. Select the employee name to open the profile.
   Tip: If you can't find their name in the list, use the filter and select All employees.
3. Select HMRC/AE forms.
4. Select View to open the P45 form.
5. You can choose to Email the form to the employee or Download it.
6. If you want to send an email to the employee with their P45 as an attachment, select Send notification. You can also re-send a notification if needed.