HM Revenue & Customs Starter Checklist

Instructions for Employers

Distorted checklist can be used to gather information about your new employee. You can use this information to help feeling your first payment submission (FPS) this employee. You need to keep the information recorded on the start of checklist record the current and previous three 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. Filling this form then submit it to your employer.

Employee's Personal Details

1. Last Name

2. First Name(s)(Do not enter initials, or shortened names, such as Jim for James or Liz for Elizabeth)

4. Date of Birth

Phone

5. Full Home Address (Inc Post Code)

6. National Insurance Number

7. Employment Start Date

Enter Your Employee Number it is on your payslip:

Employee Statement:

8. You need only select one of the following Statements: A, B or C.

A. This is my first job since last 6 April and I have not been receiving taxable Jobseeker’s Allowance, Employment and Support Allowance, taxable Incapacity Benefit, State or Occupational Pension.

B. This is now my only job but since last 6 April I have had another job, or received taxable Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a State or Occupational Pension.

C. As well as my new job, I have another job or receive State or Occupational Pension.

Student Loan

Student loans plans

You will have a "Plan 1" Student Loan if:

You lived in Scotland or Northern Ireland when you started your course, or
You live in England or Wales and started your course before September 2012.

You will have a "Plan 2" to Student Loan if:

you lived in England or Wales and started your course on or after 1 September 2012.

For further guidance about repaying Student Loans go to: www.gov.uk/new-employee/student-loans