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Download P45

Summary

 This guide explains how to download the P45 document for any user listed under the Leavers tab in the "My People" page.

In this article

  •  Before you begin
  • Step 1: Access the "My People" page
  • Step 2: Download the P45 document
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to download P45 documents for users.
  • Verify that the user has left the company and the P45 document is available for download.

Step 1:Access the "My People" page

  1. Navigate to the "My People" page from your main dashboard.
  2. Click on the "Leavers" tab to view the users who have left the company.

Step 2: Download the P45 document

  1. Locate the user for whom you wish to download the P45.
  2. Click on the 3 dots (options menu) next to the user’s name.
  3. From the dropdown menu, select "Download P45".
  4. The P45 document will be downloaded to your device.

Frequently Asked Questions (FAQ)

1. Can I download the P45 for multiple users at once?

Currently, you can only download one P45 at a time. To download for other users, repeat the process for each individual.

2 . What format is the P45 document in?

The P45 is typically available in PDF format. Check your platform’s settings for other supported formats.

 

 3. What should I do if I can't find the P45 for a user?

Ensure the user has left the company and that their P45 is available for download. If the issue persists, contact your system administrator.