Generating P45s
A P45 is automatically generated for terminated employees when the payroll of their final payslip is concluded.
As the employee needs to be terminated before the payslip is generated, make sure to follow the procedures in our guide, Terminating an Employee and Issuing a P45.
Generating P60s
The P60s are similarly updated upon concluding payrolls for all non-terminated employees.
After concluding the final payslips, the P60s should include the full year-to-date data.
If you made any changes, click on Regenerate Forms to update all the P60s of the year. This is particularly useful if you've made changes to employees who do not have a payslip in the last pay period.
How to make P45s and P60s available on the Employee Portal?
Buddy provides an employee Self-Service Option where they can access their Tax Forms from their employee portal.
To make the P60s available on the portal
- Go to the Tax Forms page
- Select P45 or P60
- Select the correct Tax Year
- Click on the Portal Access toggle
- This will allow the employee to directly access their tax form from their account.