Processing a leaver before month end

KidsZone · ‎April 28, 2019

I have a leaver who finishes on 8th May as she is retiring.

Normally I would run payroll as usual and produce her P45 on 28th which is the end of our month, but the employee has received an email from her council requesting her P45 before 22nd May as proof that she is not continuing working after retirement, otherwise she will lose her housing benefits toward her rent.

Can I produce a P45 before running full payroll?

Thanks

JessT · ‎April 30, 2019

Let's create the P45 form for your employee, KidsZone.

First, you'll want to mark the employee as a leaver. To do this, you can open his profile, click the down arrow under his name, and choose Mark as leaver. You'll then be asked to enter the Leaving date and the Reason for leaving.

Second, you can run the last payroll in advance, and after that, you'll have an option to view and print the P45 form.

Here's an article for your reference: Process a leaver in QuickBooks Online Payroll.

Feel free to add a comment below if you have other questions.

View solution in original post

GeorgiaC · ‎May 15, 2019

The P45 is generated when the payroll is ran. You can run this in advance, then skip the submission and rollback the payroll and re-run with the final figures for all employees. You will then be able to make a submission after this.

You will need to manually enter the final payment figure for the leaver as the system will not calculate qualifying days annual.

You can see how to rollback a payroll on the link here: https://quickbooks.intuit.com/community/Employees-and-Payroll/Deleting-a-pay-run-in-QuickBooks-Onlin...

Before you do this, check that you have automatic submissions to HMRC turned off within the settings by going to the Gear icon > Payroll > Online Filing > Turn off automatic submissions to HMRC.

Thanks

View solution in original post

John C · ‎April 29, 2019

Hi KidsZone

Which of our Payroll products are you using, Paysuite or QuickBooks Online Payroll?

KidsZone · ‎April 30, 2019

Hi John C

We use QuickBooks Online Payroll

JessT · ‎April 30, 2019

Let's create the P45 form for your employee, KidsZone.

First, you'll want to mark the employee as a leaver. To do this, you can open his profile, click the down arrow under his name, and choose Mark as leaver. You'll then be asked to enter the Leaving date and the Reason for leaving.

Second, you can run the last payroll in advance, and after that, you'll have an option to view and print the P45 form.

Here's an article for your reference: Process a leaver in QuickBooks Online Payroll.

Feel free to add a comment below if you have other questions.

KidsZone · ‎May 15, 2019

I have entered her leaving date but when I go to payroll there has been no adjustment to her final pay. It is still coming up as if she has worked a full month. Do I have to work this out manually?

Also, I don't want to run payroll for all staff early as I don't know all their hours yet.

But she needs her P45 urgently.

GeorgiaC · ‎May 15, 2019

The P45 is generated when the payroll is ran. You can run this in advance, then skip the submission and rollback the payroll and re-run with the final figures for all employees. You will then be able to make a submission after this.

You will need to manually enter the final payment figure for the leaver as the system will not calculate qualifying days annual.

You can see how to rollback a payroll on the link here: https://quickbooks.intuit.com/community/Employees-and-Payroll/Deleting-a-pay-run-in-QuickBooks-Onlin...

Before you do this, check that you have automatic submissions to HMRC turned off within the settings by going to the Gear icon > Payroll > Online Filing > Turn off automatic submissions to HMRC.

Thanks

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Processing a leaver before month end