Payroll Solutions
Information Sheets
Payroll Solutions About GCIL
Glasgow Centre for Inclusive Living (GCIL) is user-controlled organisation committed to promoting inclusive living by assisting disabled people to challenge barriers and make informed choices.
We do this by delivering a range of high quality services that aim to equip disabled people with information, skills, and support necessary to control our own lives.
About Payroll Solutions
GCIL Payroll Solutions is a payroll service designed for disabled people, who are in receipt of Independent Living Fund (ILF) or Direct Payments (or both), and who employ their own workers – known as Personal Assistants. The service aims to take away the strain on such employers by calculating salaries, providing payslips, and giving any advice and support required. Additional services, such as making payments on employers’ behalf are also available.
What Payroll Solutions will do GCIL Payroll Solutions will
Assist with registration with HM Revenue and Customs for new employers
Tailor our payroll services to meet your needs
Accurately process your payroll
Calculate Statutory Sick, Maternity and Paternity Pay
Calculate monthly (or quarterly) payments due to HMRC
Prepare clear and easy to follow reports providing you with all relevant information
Maintain payroll records on your behalf
Send payslips etc to you by email or first class post
Answer payroll queries promptly and efficiently
Deal with queries from HMRC and others requiring details of your employees pay
Process forms P45, P46, etc.
Complete tax year end returns (P60, P14, P35) for you and submit online by the due date
Provide documentation to explain key payroll changes (eg.
changes to minimum wage, working time regulations, and changes to income tax rates)
GCIL Payroll Solutions can also offer
An enhanced service that will make payments to employees and HM Revenue and Customs on your behalf.
Funders Reports for employers in receipt of both ILF and Direct Payments, which enables employers to accurately keep track of their funds between the two funding streams.
Advantages of Using Payroll Solutions The advantages of using our service are
We offer a friendly and professional service at a very competitive rate
We offer a flexible service that we can tailor to your needs
The employer retains control of their funding
There are no hidden costs, such as charging for adding employees to your payroll
Payroll Pack Part 1
Thank you for requesting information on GCIL’s Payroll Solutions. We hope that you choose to join our service. This pack includes
information on our service and all forms that you require to submit to us should you choose to register with us.
Information Sheets
Sheet 1 Procedure for Registering as a New Employer Sheet 2 Procedure for Adding Employee to Payroll Sheet 3 Fee Schedule
Sheet 4 Prevention of Illegal Working Sheet 5 Useful Contacts
Sheet 6 Guidelines
Required Forms
Form 1 Employer Registration Form
Form 2 Employee Personnel Sheet (for each of your employees)
Form 3 P46 Form for each of your employees (if they do not have a P45 from their previous employment in the current tax year)
Form 4 Payroll Instruction Form, which details holiday and sick pay entitlement for each of your employees
Form 5 FBI2 Form, which allows us to receive
correspondence, such as Tax Code Notifications, from HMRC via the internet
Form 6 Authorising Your Agent Form, which allows GCIL to Contact HMRC on your behalf
On receipt of these forms a Minute of Agreement, which details the terms and conditions under which the payroll service operates, will be drawn up by GCIL and sent to you for signature.
Once the payroll is set up you will receive a payroll pack and this will equip you with the relevant information and forms that you require to assist you with the administrative tasks associated with being an employer.
Payroll Solutions
Flowchart 1 - Registration Procedures for New Personal Assistant Employers
Has GCIL agreed in principle to provide a payroll service for you?
Yes No
Phone New Employers Helpline - 0845 6070143 to register as
New Employer
Contact Payroll Solutions at GCIL 0141 550
4455
State you are a new employer and
request an Employers Number
and pack
Allow 14 days from date of telephone call
and call Tax Office again
Have you received your Employers Reference Number
from Tax Office?
Have you opened a separate Bank Account for ILF
money?
N.B. GCIL – Glasgow Centre for
Inclusive Living Complete GCIL Registration
Form and Minute of Agreement
Send Registration Form and Minute of Agreement to GCIL
Open a New Bank
Account No
Yes
No
Yes
Payroll Solutions
Flowchart 2 - Procedures for adding a new employee to the Payroll
Is PA Self Employed?
(not recommended by GCIL or Inland
Revenue)
Is PA a Student?
Will the PA be employed
by you?
No No
Ask PA to supply monthly invoice for hours worked
Will PA only be working for
you during term breaks?
Did PA give you a P45?
Ask PA to complete a P46
and Employee Personnel Sheet
Send P46 and Employee Personnel Sheet to CILiG Yes
Yes Yes
Ask student to complete P38 and Employee Personnel Sheet
Send P38 and Employee Personnel Sheet to GCIL
Send P45 and Employee Personnel Sheet to GCIL Ask Employee to
complete Employee Personnel Sheet
N.B. GCIL = Glasgow Centre for Inclusive
Living No
Yes Yes
No
Procedure for adding employee to Payroll
When taking on a new employee, whether it is someone who will be working for you permanently or only for a few hours, you should run through the following checklist:
1. Have they completed an Employee Personnel Sheet?
2. Do they have a P45? If not you must ask the employee to complete a P46.
3. Are they self-employed? (Not Recommended) 4. Are they a student? (Complete P38(s))
1. Employee Personnel Sheet
Complete an Employee Personnel Sheet (supplied by GCIL) for each new employee. If you pay your employees by cheque, the bank details do not need to be completed.
Important
– You must obtain a National Insurance Number for every single person you employ. Be wary of employees who refuse to give this – ask Why? Please refer to information on Prevention of Illegal Working included in our Information Pack and Employers Pack.2. P45 or P46
P45 – If your new employee has left other employment to come to work for you they should have a form P45 (see Section 3 – Forms).
You should submit the P45 to GCIL along with the Personnel Sheet and Timesheet (see Section 3 – Forms) for the first period the
employee has worked. If, however, they have not worked for six weeks or more, then any P45 they have been given by their last employer will be out of date and will be of no use in this employment.
P46 – Your new employee may not have a P45 – they may, for instance, have another job or their last P45 is out-of-date (see above). In this case, you should ask them to complete Part 1 of a P46. Your employee should read Part 1 and then either sign Statement A or Statement B. If your employee does not think that Statement A or B applies to them, they should leave the form blank.
When your employee returns the P46 to you, you should send it to GCIL, who will complete Part 2 of the P46.
(N.B. You should not
complete Part 2 of form P46)
2 You should then submit the Employee Personnel Sheet and the P45 or P46 to GCIL, with the timesheets for the first period your new employee worked.
If you do not submit these two documents with the timesheets, it will not be possible to run the payroll for your new employee.
3. If your new employee is self-employed (not recommended).
If your new employee informs you that s/he is self-employed, this means they will have registered with the Tax Office as self-employed and you do not have to deduct tax or National Insurance from their earnings. You should ask your new employee to produce a
“Schedule D-number” as proof of their self-employed status – please take a note of the D-number.
Ask your new (self-employed) employee to supply you with monthly invoices for hours worked.
(Do be wary of employees who do not have proof they are self- employed. You could be liable to pay back tax and National Insurance if the DSS or the Tax Office decides that they are employed by you.)
You do not have to put self-employed employees through the payroll service, as no tax or National Insurance will be deducted from their pay. However, if you wish to put them through the service – say, for proof of payments made or pay slips issued, then you must submit an Employee Personnel Sheet along with a note from you, as their
employer, confirming that you have seen proof that they are self- employed.
Again, you must get a note of their National Insurance number.
N.B. GCIL does not advise employing PAs on a self-
employed basis as the Inland Revenue discourages this.
3 4. If your new employee is a student
If your new employee is at college or university and works for you during the term breaks only, i.e. Christmas, Easter and summer, then they do not have to pay tax. However, if they earn over the National Insurance lower earnings limit, then National Insurance contributions must be made. If they are a student working during their breaks, then you should ask them to complete the Student’s Declaration on a P38(S) (see Section 3 – Forms).
If your new employee is at college or university and works for you during term time as well as during the term breaks then they are liable to pay tax on their earnings. In this case, you should ask them to sign a P46, if appropriate.
5. Change of Address
Please inform GCIL when any of your employees move house. Their address is needed to keep the payroll records up-to-date.
6. When an Employee leaves
When one of your employees leaves your employment, you must inform GCIL. If you do not, this means that the Inland Revenue will assume you are still their employer and this can cause a great deal of confusion. This will require to be confirmed in writing by you, and when submitting the final timesheets for the employee, you must state clearly if you are paying them for holidays due, or in lieu of notice, etc.
When GCIL prepares the final payroll for that employee, they will send you the usual pay slip and Payment Summary and also a P45 for the employee. You should pass the P45 on to the employee, as they will need this for their new employer or to claim benefits.
Supplies of Personnel Sheets, timesheets and P46s and P38s are available from GCIL.
GCIL Payroll Fee Schedule
Standard Payroll Package (see leaflet for details of package).
No. of Employees Charge (4 weekly) Registration Fee
1 – 5 £25 £90
6 -10 £31 £120
11 + £37 £150
Enhanced Payroll Package (see leaflet for details of package).
No. of Employees Charge (4 weekly) Registration Fee
1 – 5 £38 £90
6 – 10 £44 £120
11+ £50 £150
Bill Paying/Money Management Service (see leaflet for details).
There is a 4 weekly charge of £6 for this service. We will make a maximum of 2 payments per week on your behalf.
Payment of the Registration Fee must be made within 28 days of receiving the service.
Payment of your 4 weekly payroll or Bill Paying/Money
Management Service is due within 28 days of processing the payroll or paying invoices on your behalf.
The above fees will have duration of one year from the date of your signed Minute of Agreement. As per clause 9 of your
minute of Agreement. These fees will be reviewed on an annual basis.
1
Prevention of Illegal Working
Section 8 of the Asylum and Immigration Act 1996 requires all employers in the UK to make basic document checks on every person they intend to employ. By making the following checks, employers can be sure they will not break the law by employing illegal workers.
For every new potential employee, ask them to provide one of the following original documents:
A passport showing that the holder is a British citizen;
or a document showing that the holder is a national of a European Economic Area country (national passport or identity card);
or a residence permit issued by the Home Office to a national from a European Economic Area who is a resident in the UK.
or a National Insurance Card, P45 or P60, with one of the following;
Full Birth Certificate
Letter or Immigration Status Document issued by the Home Office, which indicates the person can stay indefinitely in the UK
Letter or Immigration Status Document issued by the Home Office, which indicates the person can do the type of work you are offering
or a work permit or other approval to take employment that has been issued by Work Permits UK, with one of the following;
Passport
Letter issued by the Home Office
2
Make a photocopy of the following parts of all documents shown to you:
Front cover and all of the pages which give employee’s personal details
Any page containing a UK government stamp or
endorsement which allows your potential employee to do the type of work you are offering.
You should then keep a record of every document you have copied.
If you have any doubts concerning the document(s) you have been shown, or for a copy of the Changes to the law on preventing illegal working: short guidance for UK
employers document please contact the Home Office
Employer’s Helpline on 0845 010 6677.
Useful Contacts
GCIL Payroll:
117-127 Brook Street Glasgow G40 3AP Tel: 0141 550 4455 Fax: 0141 550 4858
Textphone: 0141 554 6482 Email: [email protected] HMRC New Employers Helpline:
Tel: 0845 607 0143
Textphone: 0845 602 1380 HMRC Employers Helpline:
Tel: 0845 714 3143
Website: www.hmrc.gov.uk Accounts Office
Inland Revenue, Cumbernauld
Tel: 01236 736 121 Centre 1
Inland Revenue Office, East Kilbride
Tel: 0845 070 3703
Guidelines
What you, the employer, must do to access the Glasgow Centre for Inclusive Living Payroll Service:
1. Contact the Finance Department at the Glasgow Centre for Inclusive Living to request a Registration Form and an Information Pack.
2. If you receive an Indirect Payment from Social Work
Department, contact your Care Manager to request a Letter of Entitlement from the Social Work Department, stating that they agree to fund your payroll service.
3. Register with the Inland Revenue as a New Employer by telephoning the New Employers Helpline on 0845 6070143.
The Inland Revenue will then write to you with an Employer’s Number, which should be quoted on all correspondence with the Tax Office.
You will be issued with a New Employer’s Pack containing tax and National Insurance tables and other information. You will also receive an Inland Revenue Pay Slip Booklet. This is
standard Inland Revenue procedure, you can disregard the tax and National Insurance tables IF GCIL is operating your payroll service.
Please retain the Inland Revenue Pay Slip Booklet as you will need this to make contributions to the Inland Revenue. You can also pay the PAYE Income Tax and National Insurance contributions electronically – see Inland Revenue Form P30B Insert (2003) in Section 3 of this pack for further information.
4. Set up a separate current account with your bank or building society into which you should pay all monies received from the Social Work Department and Independent Living Fund for your Personal Assistance Package. GCIL are more than happy to
2 discuss banking options, i.e.; internet/telephone banking, use of direct debits/standing orders etc.
5. Supply GCIL with your Employer’s number, obtainable, as stated above, from the Employers Unit, HM Inspector of Taxes, Centre One, East Kilbride.
6. Supply a Personnel Sheet for each employee, showing their name, address, date of birth and National Insurance number, date employment commenced and banking details.
7. Supply details of your employees’ salary scales, hours of work, overtime, sleepovers or any public holiday work.
8. Provide details of holiday, sickness absence and maternity entitlement.
9. Sign, date and return both copies of the Minute of Agreement to GCIL.
Each month you must:
1. Provide details of employees’ hours of work, etc, by no later than the date indicated on the payroll schedule, along with details of any sickness absence of four days or more and any holiday leave. If there is any sickness absence of more than seven days, you must obtain a doctor’s certificate from your employee and pass this to GCIL.
2. Forward any forms received from the Inland Revenue or Department of Social Security to GCIL for action.
3. For any new employees, you must supply an Employee
Personnel Sheet and P45 or P46 in accordance with your New Employees Procedures.
3
The Glasgow Centre for Inclusive Living will;
1. Issue you with a New Employers Information Pack.
2. Offer you the opportunity to meet with a member of the Centre staff, to discuss any aspect of the service provision before reaching a decision on whether or not to use the Payroll Service.
3. Issue you with a Payroll Summary Sheet and Pay Slips for each of your employees by the dates indicated on your Payroll
Schedule.
NOTE:
You must retain the Payroll Summary Sheet so that you can produce evidence if the Social Work Department contacts you to check you are making appropriate use of your Independent Living monies. The Inland Revenue requires employers to retain their tax records for four years (the current year plus the three previous years).
4. Prepare all statutory records including issue of P45s, P46s, Employees P60s and End of Year Tax Returns.
5. Provide details on your behalf to the Local Authority or other funding bodies with your permission.
6. Provide monthly figures in respect of PAYE and National Insurance to enable you to make payment to the Collector of Taxes OR on your behalf pass your cheque on to them.
7. Provide a service that includes all postages, printing and stationery.
8. Ensure that all records will be kept confidential between relevant members of the GCIL staff and the Employer.
9. GCIL will not share information with third parties without the employer’s instruction, unless legally obliged to do so.
Payroll Solutions
Required Forms
Payroll Solutions
Employers Registration Form (Form 1)
(Follow procedures on Flowchart 1 before completing) Name
Address
Postcode
Telephone No.
Fax No.
Textphone No. Email
Address
Employers Ref. No.
I have signed and enclosed the Minute of Agreement.
Signed
Date
Payroll Solutions — Employee Personnel Sheet (Form 2) Employer’s Name
Employee Details Name
Address Postcode
Telephone Number(s) Email Address
N. I. Number Date of Birth Marital Status Start Date
Rates of Pay Day Evening Sleepover Normal/Standard
Weekly Hours
Employee Bank Details Bank
Branch Address Account Name Account Number Sort Code
I confirm the above details are correct:
Signature: __________________________ Date: ____________
For Office use only Employee No:
P46 Page 1 HMRC 02/08
P46: Employee without a Form P45
Section one To be completed by the employee
Please complete section one and then hand the form back to your present employer. If you later receive a form P45 from your previous employer, hand it to your present employer.
Use capital letters when completing this form.
Your details
National Insurance number
This is very important in getting your tax and benefits right
Title – enter MR, MRS, MISS, MS or other title
Surname or family name
First or given name(s)
Gender. Enter 'X' in the appropriate box
Male Female
Date of birth DD MM YYYY
Address
House or flat number
Rest of address including house name or flat name
Postcode
Your present circumstances
Read all the following statements carefully and enter 'X' in the one box that applies to you.
A – This is my first job since last 6 April and I have not been receiving taxable Jobseeker's Allowance or taxable Incapacity Benefit or a state or occupational pension.
OR
B – This is now my only job, but since last 6 April I have had another job, or have received taxable Jobseeker's Allowance or Incapacity Benefit. I do not receive a state or
occupational pension.
OR
C – I have another job or receive a state or
occupational pension. C
B A
Student Loans
If you left a course of Higher Education before last 6 April and received your first Student Loan instalment on or after 1 September 1998 and you have not fully repaid your Student Loan, enter 'X' in box D. (If you are required to repay your
Student Loan through your bank or building society account do not enter an 'X' in box D.) D
Signature and date
I can confirm that this information is correct Signature
Date DD MM YYYY
Tax code used
If you do not know the tax code to use or the current National Insurance contributions (NICs) lower earnings limit, go to www.hmrc.gov.uk/employers/rates_and_limits.htm
Send this form to your HM Revenue & Customs office on the first pay day.
If the employee has entered 'X' in box A or box B, on page 1, and their earnings are below the
NICs lower earnings limit, do not send the form until their earnings reach the NICs lower earnings limit.
Page 2
Section two To be completed by the employer
File your employee's P46 online at www.hmrc.gov.uk/employers/doitonline
Use capital letters when completing this form. Guidance on how to fill it in, including what to do if your employee has not entered their National Insurance number on page 1, is at www.hmrc.gov.uk/employers/working_out.htm and in the E13 Employer Helpbook Day-to-day payroll.
Employee's details
Date employment started DD MM YYYY
Job title
Works/payroll number and department or branch (if any)
Employer's details
Employer PAYE reference
Office number Reference number
Employer name
Address
Building number
Rest of address
Postcode
/
Enter 'X' in the appropriate box
Box A
Emergency code on a cumulative basis
Box B
Emergency code on a non-cumulative Week 1/Month 1 basis
Box C Code BR
Tax code used If week 1 or month 1 applies, enter 'X' in this box
C B A
Payroll Solutions
Employers Payroll Instructions (Form 4)
Employee’s Name: ___________________________________I can confirm that the holiday entitlement for this employee will be:
___________________________ Hours per annum.
I can confirm that the paid sick leave entitlement for this employee will be:
____________________________ Hours per 52 week period.
Employers Name: ___________________________(Please print)
Date: ____________
Signature: _______________________________
g
g
Authorising your agent to use PAYE/CIS Online services (Internet)
Employer’s PAYE reference (see Note 1 on Page 2) Accounts Office reference
(see Note 1 on Page 2) P
Please read the notes below and on page 2 before completing this authority
I, (please print your name)
authorise my agent
(please print your agent’s name) to use PAYE Online and/or CIS Online services to receive information over the internet from
HM Revenue & Customs on my behalf.
Tick one or both as appropriate PAYE Online
CIS Online
Signature Date
Employer’s/Contractor’s details Please give your agent’s details here Full name
Address
Postcode
And, if you are willing for us to contact you by phone or e-mail:
Telephone number Email address
Yes No Are you registered as an organisation
on the Government Gateway? ( please � ) If you are registered, you can complete your Agent Authorisation at the Government Gateway instead of using this paper form.
We can update your records
more speedily if you use this method.
Agent’s name
Address
Postcode Contact name Telephone number Fax number
Agent’s email address
Agent’s Government Gateway Identifier (You need to get this from your agent)
Important notes
• This form FBI 2 can only be used to authorise the accepting of information over the internet.
Please send the completed form to HM Revenue & Customs
CAA (Central Agent Authorisation) Team Longbenton
Newcastle upon Tyne NE98 1ZZ
• If your agent is registered, they can use the Online Agent Authorisation service to complete this authorisation online. It can save time and reduce the chances of error.
• Please use form 64-8 if you wish to authorise an agent to act on your behalf generally, in connection with Self Assessment or other HM Revenue & Customs matters.
• For more information about our Online services go to www.hmrc.gov.uk/online
• Please also read the Notes on Page 2.
FBI 2 Page 1 HMRC 03/07
3
Notes
1 References
Employer’s PAYE reference – This can be found on correspondence you receive from your HM Revenue & Customs office, for example P6, P9, P35.
Accounts Office reference – This can be found on the yellow payslip booklet P30BC sent to you by your HM Revenue & Customs Accounts Office.
2 Who should sign the form
It depends what type of employer you are. See the table below.
Type of employer/contractor Who signs the form
Individual Companies Partnerships
Trusts
You
The secretary or other responsible officer of the company The partner responsible for the partnership’s affairs.
It applies only to the partnership. Individual partners need to sign a separate authority for their own affairs
One or more of the trustees
How we use your information
HM Revenue & Customs is a Data Controller under the Data Protection Act 1998. We hold information for the purposes specified in our notification to the Information Commissioner, including the assessment and collection of tax and duties, the payment of benefits and the prevention and detection of crime, and may use this information for any of them.
We may get information about you from others, or we may give information to them.
If we do, it will only be as the law permits to
• check the accuracy of information
• prevent or detect crime
• protect public funds.
We may check information we receive about you with what is already in our records. This can include information provided by you, as well as by others, such as other government departments or agencies and overseas tax and customs authorities. We will not give information to anyone outside HM Revenue & Customs unless the law permits us to do so. For more information go to www.hmrc.gov.uk and look for Data Protection Act within the Search facility.
Page 2
64-8 HMRC 07/06 Please read the notes on the back before completing this
authority. This authority allows us to exchange and disclose information about you with your agent and to deal with them on matters within the responsibility of HM Revenue &
Customs (HMRC), as specified on this form. This overrides any earlier authority given to HMRC. We will hold this authority until you tell us that the details have changed.
Corporation Tax
Company Registration number
Company’s Unique Taxpayer Reference
Employer PAYE Scheme Employer PAYE reference
Accounts Office reference
VAT (see notes 2 and 5 overleaf) VAT registration number
Give your agent’s details here
Give your personal details or Company registered office here
If not yet registered
tick here For official use only
SA NIRS COP NTC
COTAX EBS VAT COP link /
/ / /
/ / / /
Authorising your agent
Please tick the box(es) and provide the reference(s) requested only for those matters for which you want HMRC to deal with your agent.
Address
Postcode Telephone number I, (print your name)
of (name of your business, company or trust if applicable)
authorise HMRC to disclose information to (agent’s business name)
who is acting on my/our behalf. This authorisation is limited to the matters shown on the right-hand side of this form.
Signature see note 1 before signing
Date
Address
Postcode Telephone number Agent codes (SA/CT/PAYE)
Client reference
/ / / /
/ / / /
Tax Credits
Your National Insurance number (only if not entered above)
If you have a joint Tax Credit claim and the other claimant wants HMRC to deal with this agent, they should sign here Name
Signature
Joint claimant’s National Insurance number Individual*/Partnership*/Trust* Tax Affairs
*delete as appropriate (including National Insurance).
Your National Insurance number (individuals only)
Unique Taxpayer Reference (if applicable)
If you are a Self Assessment taxpayer, we will send your Statement of Account to you, but if you would like us to send it to your agent instead, please tick here
If UTR not yet issued tick here
If you are self employed tick here
2 What this authority means
• For matters other than VAT or Tax Credits
We will start sending letters and forms to your agent and give them access to your account information online.
Sometimes we need to correspond with you as well as, or instead of, your agent.
For example, the latest information on what SA forms we send automatically can be found on our website, go to www.hmrc.gov.uk/sa/agentlist.htm
or phone the SA Helpdesk on 0845 9 000 444.
You will not receive your Self Assessment Statements of Account if you authorise your agent to receive them instead, but paying any amount due is your
responsibility.
We do not send National Insurance statements and requests for payment to your agent unless you have asked us if you can defer payment.
Companies do not receive Statements of Account.
• For VAT and Tax Credits
We will continue to send correspondence to you rather than to your agent but we can deal with your agent in writing or by phone on specific matters. If your agent is able to submit VAT returns online on your behalf, you will need to authorise them to do so through our website. For joint Tax Credit claims, we need both claimants to sign this authority to enable HM Revenue & Customs to deal with your agent.
3 How we use your information
HM Revenue & Customs is a Data Controller under the Data Protection Act 1998. We hold information for the purposes specified in our notification to the Information Commissioner, including the assessment and collection of tax and duties, the payment of benefits and the
prevention and detection of crime, and may use this information for any of them. We may get information about you from others, or we may give information to them. If we do, it will only be as the law permits.
We may check information we receive about you with what is already in our records. This can include information provided by you, as well as by others, such as other government departments or agencies and overseas tax and customs authorities. We will not give information to anyone outside HM Revenue & Customs unless the law permits us to do so.
This authority does not allow your agent to request personal information held about you under the subject access provisions of the Data Protection Act 1998.
Further information can be found on our website, www.hmrc.gov.uk
4 Multiple agents
If you have more than one agent (for example, one acting for the PAYE scheme and another for Corporation Tax), please sign one of these forms for each.
5 Where to send this form
When you have completed this form please send it to:
HM Revenue & Customs, CAA Team, Longbenton, Newcastle upon Tyne, NE98 1ZZ.
There are some exceptions to this to help speed the handling of your details in certain circumstances.
If this form:
• accompanies other correspondence, send it to the appropriate HM Revenue & Customs (HMRC) office
• is solely for Corporation Tax affairs, send it to the HMRC office that deals with the company
• is for a Complex Personal Return or Expatriate customer, send it to the appropriate CPR team or Expat team
• accompanies a VAT Registration application, send it to the appropriate VAT Registration Unit
• has been specifically requested by an HMRC office, send it back to that office.
1 Who should sign the form
If the authority is for Who signs the form
You You. We need the name of the business in all
cases unless this form is for your personal tax affairs
Partnership The partner responsible for the partnership's
tax affairs. It applies only to the partnership.
Individual partners need to sign a separate authority for their own affairs
Trust One or more of the trustees
Company The secretary or other responsible officer of
the company
Payroll Solutions Timesheet (Form 1)
Employer’s Name: ____________________ Ref No: ____________ w/e Friday _________
Employee’s Name Sat Sun Mon Tues Wed Thur Fri Total
Hours
Sleepovers Sat Sun Mon Tues Wed Thur Fri Total
Hours
A = Absent AP = Absent but Payable H = Holiday S = Sick PH = Public Holiday
Payroll Solutions
Annual Leave Request Form (Form 2)
To ensure timely payment of holiday pay, employees are advised to notify their employers at least four weeks in advance.
Employer’s Name: ……….
Address: ………
………
Telephone No: ………..
Employer’s Authorisation: ………
Date: ……….
Employee’s Name: ………..
Address: ………
………
Telephone No: ……….
I wish to take my Annual Leave from ………..
to ………. I will be using ……… hours.
I confirm that I am aware of the conditions regarding holiday entitlement and agree to repay any overpayment made.
Signature: ………
Date: ……….
Annual Leave Record Card (Form 3)
Employee Name Employer Name Annual Leave Entitlement Hours
Date of
Request Period of Leave From To
Number of Working Hours
Balance of Hours
Cover
Requested Cover
Arranged Initials Date
Employee Name Employer Name Annual Leave Entitlement Hours
Date of
Request Period of Leave From To
Number of Working Hours
Balance of Hours
Cover
Requested Cover
Arranged Initials Date
Self Certification of Illness: (Form 8) I certify that I was unable to attend work due to sickness:
From _____/ _____/ _____
To _____/ _____/ _____
The reason for my absence was (please be specific):
For all periods of sickness between 1 and 7 days, a self-certificate is required.
For periods in excess of 7 days, a doctor’s line is required.
Declaration and Verification
This is a true and accurate record of my attendance.
Employee Name (print name) __________________________
Employee (Signature) ________________________________
Date: _____/_____/_____
Employer Statement:
I verify that this is a complete and accurate record.
Employer’s Signature: __________________________
Date: _____/_____/_____
Sick Leave Record Card (Form 9)
Employee Name Employer Name Sick Leave Entitlement Hours
Date
Informed Period of Sickness From To
Number of Hours Absent
Balance of Hours
Cover
Requested Cover
Arranged Initials Date
Employee Name Employer Name Sick Leave Entitlement Hours
Date
Informed Period of Leave From To
Number of Hours Absent
Balance of Hours
Cover
Requested Cover
Arranged Initials Date
Payroll Solutions
Notification of Resignation (Form 10) Employee:
Address:
Post Code:
Telephone No:
This is my written notification confirming that as of ……….
I wish to tender my resignation to the named employer. Please pay any wages and holiday pay due to myself on the next available pay day.
Signed:
Date:
Employer:
Address:
Postcode:
Telephone No:
I accept the resignation of the above named employee as of ……….
Signed:
Date:
Payroll Solutions
Employee Personnel Sheet (Form 11)
Employer’s NameEmployee Details Name
Address Postcode
Telephone Number(s) N I Number
Date of Birth Marital Status Start Date
Rates of Pay Day Evening Sleepover Normal/Standard
Weekly Hours
Employee Bank Details Bank
Branch Address Account Name Account Number Sort Code
I confirm the above details are correct:
Signature: __________________________ Date: ____________
For Office use only Employee No:
Payroll Solutions
Employers Payroll Instructions (Form 12)
Employee’s Name: ___________________________________I can confirm that the holiday entitlement for this employee will be:
___________________________ Hours per annum.
I can confirm that the paid sick leave entitlement for this employee will be:
____________________________ Hours per 52 week period.
Employers Name: ___________________________(Please print)
Date: ____________
Signature: _______________________________
Dear Payroll Customer,
Here’s a list of the payroll processing dates for the forthcoming tax year — note the two payrolls in tax month 5, tax weeks 18 and 22:
Repeat
cut-off Instruct
cut-off Payment
date Tax
week Mon 07 Apr 14 Fri 11 Apr 14 Fri 18 Apr 14 2 Mon 05 May 14 Fri 09 May 14 Fri 16 May 14 6 Mon 02 Jun 14 Fri 06 Jun 14 Fri 13 Jun 14 10 Mon 30 Jun 14 Fri 04 Jul 14 Fri 11 Jul 14 14 Mon 28 Jul 14 Fri 01 Aug 14 Fri 08 Aug 14 18 Mon 25 Aug 14 Fri 29 Aug 14 Fri 05 Sep 14 22 Mon 22 Sep 14 Fri 26 Sep 14 Fri 03 Oct 14 26 Mon 20 Oct 14 Fri 24 Oct 14 Fri 31 Oct 14 30 Mon 17 Nov 14 Fri 21 Nov 14 Fri 28 Nov 14 34 Tue 09 Dec 14 Fri 12 Dec 14 Fri 26 Dec 14 38 Mon 12 Jan 15 Fri 16 Jan 15 Fri 23 Jan 15 42 Mon 09 Feb 15 Fri 13 Feb 15 Fri 20 Feb 15 46 Mon 09 Mar 15 Fri 13 Mar 15 Fri 20 Mar 15 50 Please Email timesheets & amendments to [email protected]
or post to GCIL Payroll, 117-127 Brook Street, Glasgow G40 3AP or fax to 0141 550 4858
Standing Order Mandate
I wish to instruct my bank: ………..
……….
………..
Please debit my account:
Account Name: ……….
Sort Code: ………..-..………-.……….
Account Number: ……….
Amount to be Debited: £…..……….
Date of First Payment: ……….
And then every: ...……….
Authorised Signature: ……….
Please credit:
Bank: Bank of Scotland
2 Trongate
Glasgow G1 5ET
Account Name Glasgow Centre for Inclusive Living Sort Code 80-83-44
Account 00104849
Please quote reference ………
