Picture

    Starter checklist

    Instructions for employers
    This Starter Checklist can be used to gather information about your new employee. You can use this information to help fill in your first Full Payment Submission (FPS) for this employee. You need to keep the information recorded on the Starter Checklist record for the current and previous 3 tax years.

    Instructions for employees
    As a new employee your employer needs the information on this form before your first payday to tell HMRC about you and help them use the correct tax code. Fill in this form then give it to your employer. Do not send this form to HMRC. It’s important that you choose the correct statement. If you do not choose the correct statement you may pay too much or too little tax. For help filling in this form watch our short youtube video, go to www.youtube.com/hmrcgovuk

    ​Employee’s personal details

    Employee statement

    Choose the statement that applies to you, either A, B or C, and tick the appropriate box below.
    Statement A

    Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

    ​Choose this statement if the following applies:
    ​
    This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following:
    ​
    • Jobseeker’s Allowance
    • Employment and Support Allowance
    • Incapacity Benefit
    Statement B

    Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

    Choose this statement if the following applies:

    Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments
    from any of the following:

    • Jobseeker’s Allowance
    • Employment and Support Allowance
    • Incapacity Benefit
    Statement C

    Choose this statement if:
    ​
    • you have another job and/or
    • you’re in receipt of a State, Works or Private Pension

    Student Loan

    For more guidance about repaying, go to www.gov.uk/repaying-your-student-loan
    Student Loan Plans
    You’ll have a Plan 1 Student Loan if:
    • you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)
    • you lived in England or Wales and started your undergraduate course before 1 September 2012

    You’ll have a Plan 2 Student Loan if:
    • you lived in England or Wales and started your undergraduate course on or after 1 September 2012
    • your loan is a Part Time Maintenance Loan
    • your loan is an Advanced Learner Loan
    • your loan is a Postgraduate Healthcare Loan

    ​Postgraduate Loan

    For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study. For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans.
    You’ll have a Postgraduate Loan if:
    • you lived in England and started your Postgraduate Master’s course on or after 1 August 2016
    • you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017
    • you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

    Declaration

    I confirm that the information I’ve given on this form is correct.