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• # 100885
• Wed 06 Aug 2014 03:16 PM

I've just been asked by my first potential client to take on their payroll but am worried that I'll miss something important when setting them up. They have never been registered for PAYE before.

Is there somewhere on this site where I can find a checklist for procedures when taking on a new payroll client?

Many thanks

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• # 100891
• Wed 06 Aug 2014 05:56 PM

Hi Debra

Have you decided what payroll software you are using? Best of luck. since you are setting up from new it should be fairly straightforward. Make sure you have all details of staff. Names,addresses,date of birth, Ni Numbers.pay rates, any copies of changes of tax codes, tel nos, Salary details, etc. Am email address if you are emailing payslips. Basically you just follow the set up in the software you are using, but just make sure that you get all correct tax codes and correct date of birth before you begin. I had to dummy date everyone on my first one and I ended up paying NI to  someone that was an OAP so then ended up having to roll bACK the payroll, so my advice is, get as much infor as you can. 

then just set it up as per the software and make sure that the employer gives you the timesheets (if its not all standard) on time.

Very best of luck

Lainy 

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• # 100896
• Wed 06 Aug 2014 08:31 PM

Hi Debra

I don't know of anywhere on this site that has the information you asked about, however, I can add a little more to Lainy's comments that may also help.

If you type the words P46 form into Google, you can still get one of the old P46 style forms to download that helps you to get the information you need regarding the employees.

As well as everything Lainy has already told you, it's important to find out whether each employee has another job, pension, first job of the year etc, as this information allows you to give them the right tax code if the employee doesn't have a recent P45 form.

You will also need the full details, name, trading address, NI Number, Business Name, how many employees they will be employing etc, UTR number if Limited etc of who the 'employer' is going to be, as they will probably want you to register them as an Employer with HMRC - you can do this online at the same time as registering yourself as their agent.

Have fun, it's easy once you've done one - unless there's any unusual circumstances!

• Carol Saunders
  Lady of Ledger Book Keeping
  Telford, Shropshire

  
  

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• # 100912
• Thu 07 Aug 2014 09:43 AM

Thank You Carol and Lainy

I'm going to be using Moneysoft and have asked the client for their information using the Moneysoft forms as a guide, so thanks for confirming my initial thoughts on that. I've got a letter of engagement sorted out too. My main concern was setting them up with HMRC. They've been registering themselves as I wasn't sure if I could do it for them but from what you've said it seems quite straightforward.

I ran payrolls of different sizes and types up to 8 years ago (as an employee) where I then took a break to run my own non-payroll related company. I've now decided to go back to it but working for myself but the whole RTI thing has made me a bit scared of getting it wrong!

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• # 100914
• Thu 07 Aug 2014 10:01 AM

Best of luck Debra you will be fine. It sounds like you have plenty of experience anyway. Dont worry about RTI its not as scary as it seems, and HMRC are helpful (when once you have managed to get hold of them that is). Try and make sure you act as their agent then you can talk to them if you get struck. Enjoy your new payroll.

very best wishes

Lainy xxx

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• # 100916
• Thu 07 Aug 2014 02:43 PM

I have found that the emergency code is often used incorrectly. The following URL gives information on what to do with someone without a P45. You can also look around their website and get check lists for other circumstances.

http://www.hmrc.gov.uk/payerti/employee-starting/new-employee-nop45.htm

Peter

PS Yes indeed , have fun.

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