Payroll Service Application

(1)

1 DPF2-1

BBPS use only (DPF1-2)

Payroll Service Application

Tick to indicate

Personal Direct Payment

(BBPS will only process payroll. Paying wages/HMRC to be processed by yourself)

Council Supported Direct Payment

(Council will direct necessary payments to BBPS on service user behalf)

Managed Account

(BBPS to pay wages and/or PAYE on service user behalf)

Fill out all the information required. Do not detach any of the pages. Return the whole booklet to Barrie Bookkeeping & Payroll

Solutions with a photocopy of your I.D.

www.barriebookkeeping.co.uk

Service Users Name

Enter full name of proposed service user

Royal Borough of Kensington & Chelsea

London Borough of

Hammersmith & Fulham

London Borough of Camden

City of Westminster Fife Council Norfolk County Council

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Payroll Service APPLICATION – To be completed in ALL cases

Service Commencement Date _ _ / _ _ / _ _ _ _

Support Hours per Week

THE SERVICE USER – Must be completed in ALL cases

Surname Title Mr/Mrs/Ms/Miss

Forename(s) Address:

Post Code Tel No

Date of Birth _ _ / _ _ / _ _ _ _ Gender Male / Female

Child/Adult

NI

number

(1) Are you already registered as an employer with

HMRC? YES / NO

If yes,

Please provide your PAYE Ref NO:

________________________________________________ Please provide your Accounts Office Ref NO:

_______________________________________ Current payroll provider:

(3)

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NOMINATED CONTACT – To be completed ONLY if the Service User

above is a child or an adult to administer their affairs

Surname Title Mr/Mrs/Ms/Miss Forename Address:

Post Code Tel No

Date of Birth _ _ / _ _ / _ _ _ _ numberNI

Relationship to the Service User Spouse Husband Wife Sibling Brother Sister Child Son Daughter Parent Father Mother Other

(4)

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PAYROLL SERVICE AGREEMENT BETWEEN – Must be signed in ALL cases

(1) Barrie Bookkeeping & Payroll Solutions Ltd, 14 Hanover Court, Glenrothes, Fife, KY6 5SB

AND (2) The Service User (named on page 1)

From the date of signing, the Service User appoints BBPS to provide all payroll services. This agreement starts on the date of signing and will continue for a minimum of one month. Either party may terminate this agreement by giving no less than One months notice.

The service user agrees to provide BBPS with all necessary information to enable BBPS to supply the payroll services and to make payment to BBPS within 30 days of receipt of monthly invoices.

Signed by for and on behalf of Barrie Bookkeeping & Payroll Solutions Ltd

Signature

Printed Name Ross Barrie

Date D D / M M / Y Y Y Y

(5)

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Invoices

You will be invoiced on or around the 12th of every month. Please confirm: (circle where appropriate)

 Invoices to be posted direct to Service User Yes / No

 OR

 Invoices to be emailed direct to Service User Yes / No

If yes, please provide e-mail address: ____________________________

OR

 Invoices to be posted to another person? If yes, please provide name and address:

Yes / No



Wages/PAYE

Barrie Bookkeeping & Payroll Solutions can pay wages to your PA & PAYE to HMRC on your behalf, if requested. Please confirm: (Circle where appropriate)

 I would like Barrie Bookkeeping & Payroll Solutions to pay wages to my 

PA & all payments to HMRC on my behalf. Yes/No OR

 I would like Barrie Bookkeeping & Payroll Solutions to pay only the payments to HMRC on my behalf, and I will pay wages to my carer myself. Yes/No

OR

 I would like to make all payments to my PA

and/or HMRC myself Yes/No

(6)

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Personal Assistant Number 1 – Starter Form

Service Users Name PA start date Surname Title Forename Address 1 Address 2 City Postcode

Date of Birth Gender MALE/FEMALE Tel Number Landline Mobile

NI Number A B 1 2 3 4 5 6 C

Passport/Driving Licence number

Nationality Bank Name Bank Branch Sort Code Account Number Account Name

ID type enclosed ID enclosed

Marital Status

2. Hours to be worked – if the same

Day Mon Tue Wed Thur Fri Sat Sun Total Hours

3. Payment Frequency as agreed by the employer – please tick.

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7 DPF2-1

4. Payment Rate as agreed by the Employer Standard Rate Weekend Rate

(if applicable) Evening Rate (if applicable) Holiday Rate (if applicable) £ £ £ £

First Payment Date:

The Service User authorises BBPS to add the above person to their payroll and make payments to them in accordance with hours notified by myself.

Signed (PA) Date

(8)

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PA Number 1 – Tax Statement concerning This Employment

TICK ONE that applies to you and follow the instruction given in the response.

This will help us to tax you correctly.

I have a P45 from a previous employer and have enclosed it with this form

Response – we will apply the code on your P45 to your record

I will have a P45 from a previous employer and will send it on when I receive it

Response – complete the starter statement below. Send the P45 to us when you receive it

I do not have a P45

Response – complete the starter statement below

I am a student working ONLY in the holidays (Summer, Christmas, Easter)

I am a student working during term time and holidays

Starter Statement (substitute P46/P45)

Your present circumstances. Please read all the following statements (A, B and C) and enter ‘X’ in the ONE box that applies to you.

A – This is my first job since 6th April last and I HAVE NOT been

receiving taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit or a state or occupational pension.

B – This is now my only job, but since 6th April last I HAVE had

another job, or have received taxable Jobseekers Allowance,

Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a state or occupational pension.

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9 DPF2-1

C – I have another job or receive a state or occupational pension. Please also consider the following statement

If this applies to you then enter ‘X’ in the box

D – Student Loans (advanced in the UK). If you left a course of UK

Higher Education before last 6th April and received your first UK

Student Loan instalment on or after 1st September 1998 and you have not fully repaid your Student Loan enter ‘X’ in the

Box. Do not enter ‘X’ if you are repaying your UK Student Loan by agreement with the UK Student Loans Company to make monthly payments through your bank or building society account.

I confirm the information I have put an X against is correct.

Name (print)

(10)

10 DPF2-1

Personal Assistant Number 2 – Starter Form

Service Users Name PA start date Surname Title Forename Address 1 Address 2 City Postcode

Date of Birth Gender MALE/FEMALE Tel Number Landline Mobile

NI Number A B 1 2 3 4 5 6 C

Passport/Driving Licence number

Nationality Bank Name Bank Branch Sort Code Account Number Account Name

ID type enclosed ID enclosed

Marital Status

2. Hours to be worked – if the same

Day Mon Tue Wed Thur Fri Sat Sun Total Hours

3. Payment Frequency as agreed by the employer – please tick.

(11)

11 DPF2-1

4. Payment Rate as agreed by the Employer Standard Rate Weekend Rate

(if applicable) Evening Rate (if applicable) Holiday Rate (if applicable) £ £ £ £

First Payment Date:

The Service User authorises BBPS to add the above person to their payroll and make payments to them in accordance with hours notified by myself.

Signed (PA) Date

(12)

12 DPF2-1

PA Number 2 – Tax Statement concerning This Employment

TICK ONE that applies to you and follow the instruction given in the response.

This will help us to tax you correctly.

I have a P45 from a previous employer and have enclosed it with this form

Response – we will apply the code on your P45 to your record

I will have a P45 from a previous employer and will send it on when I receive it

Response – complete the starter statement below. Send the P45 to us when you receive it

I do not have a P45

I am a student working ONLY in the holidays (Summer, Christmas, Easter)

I am a student working during term time and holidays

Starter Statement (substitute P46/P45)

Your present circumstances. Please read all the following statements (A, B and C) and enter ‘X’ in the ONE box that applies to you.

A – This is my first job since 6th April last and I HAVE NOT been

receiving taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit or a state or occupational pension.

B – This is now my only job, but since 6th April last I HAVE had

another job, or have received taxable Jobseekers Allowance,

Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a state or occupational pension.

(13)

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C – I have another job or receive a state or occupational pension. Please also consider the following statement

If this applies to you then enter ‘X’ in the box

D – Student Loans (advanced in the UK). If you left a course of UK

Higher Education before last 6th April and received your first UK

Student Loan instalment on or after 1st September 1998 and you have not fully repaid your Student Loan enter ‘X’ in the

Box. Do not enter ‘X’ if you are repaying your UK Student Loan by agreement with the UK Student Loans Company to make monthly payments through your bank or building society account.

I confirm the information I have put an X against is correct.

Name (print)

(14)

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Barrie Bookkeeping and Payroll Solutions Ltd, 14 Hanover Court, North Street, Glenrothes, Fife, KY7 5SB

FREEPHONE: 0800 599 9353

Tel: 01592 759001 OR 01592 328386 Fax: 01592 759669

E-mail: [email protected]

Checklist – All items (except where marked *) must be completed as ‘Yes’ for Barrie Bookkeeping & Payroll

Solutions to process this payroll service application.

Item Account Page Completed

Type Number

Payroll Service Application ALL 2-3 Yes / No Signed Agreement ALL 4 Yes / No Completed Details for PA 1 plus tax

statement ALL 6-9 Yes / No Completed Details for PA 2 plus tax

statement (If Applicable) ALL 10-13 Yes / No ID for all PAs included ALL Yes / No