Worker Documents

PurePro supports processing various worker-related documents, such as P45 and P60, ensuring compliance with employment and tax requirements. Thus helping users efficiently handle important worker records, streamlining document management within the payroll system.
Payroll managers can process following documents against workers:

P45

A P45 form is a UK tax document issued by an employer when an employee leaves their job. It provides details about the employee’s earnings, tax deductions, and the tax code used during their employment for that tax year. The P45 form is typically divided into multiple parts, which are given to the employee and used to inform their new employer or HM Revenue and Customs (HMRC) of their tax status. It helps ensure that the employee's tax records are updated and that they are taxed correctly in future employment.
To process a P45 form, follow these steps:
    Navigate to Workforce → Worker
    Edit the required worker by clicking on the "View" button against worker under "Action"
    Add a "Leave Date" under "Payroll Details" in the "Details Tab"
    In the leaving period, navigate to Control Centre
    Close the "Send P45's" task
    Download the processed P45 forms by clicking on "Download" in the P45 task from "Completed" list
Some users may not want to close the P45 task (as per their policy) and may wish to process a P45 form for a specific worker. This is known as "Regenerating P45"
In such scenario, to process a P45 form, follow these steps:
    Navigate to Workforce → Worker
    Edit the required worker by clicking on the "View" button against worker under "Action"
    Add a "Leave Date" under "Payroll Details" in the "Details Tab"
    In the leaving period, navigate to Control Centre
    Finalise the Payroll for the worker's leaving period
    Close the payroll period in which worker is leaving
    Navigate to Workforce → Worker
    Use the "Status" filter to view "Left" workers
    Edit the required worker by clicking on the "View" button against worker under "Action"
    Click "Action" in the top right corner
    Select "Regenerate P45"
    P45 form can be downloaded from "Document" tab in worker details.
P45s can be generated for PAYE and Contractor (IR35) workers

P60

A P60 form is a UK tax document issued by an employer at the end of the tax year. It summarises an employee's total earnings and the amount of tax and National Insurance contributions deducted during that tax year. The P60 is provided to employees by 31st May following the end of the tax year (which runs from 6th April to 5th April). It is an important document for employees to check their tax information, claim refunds, or provide proof of income when applying for loans, mortgages, or other financial services.
To process a P60 form, follow these steps:
    In period 1 of the new Tax Year
    Navigate to Control Centre
    Close the "Send P60's" task
    Download the processed P60 forms by clicking on "Download" in the P60 task from "Completed" list
The P60 task is displayed under "1st week" of a new tax year and can be closed anytime between until 31st May.
P60s can be generated for PAYE and Contractor (IR35) workers

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