Dealing with employment documents

Clear payment records and annual documents will be needed to complete a Self Assessment Tax Return.

P11D

Your P11D shows any expenses and benefits that have been provided by your limited company. These will include all compliant business expenses such as accommodation, medical insurances, claims for business telephone calls, and so on.

You'll need this document to complete a Self Assessment Tax Return.

P60

Your P60 shows your total PAYE gross earnings and tax paid in the financial year. You'll need this document to complete a Self Assessment Tax Return.

Your P60 also shows amounts related to previous employments in that tax year provided we have received a P45 from you.

download an example of a P60

P45

When you leave one employment and move to another you'll get a P45 from the company you leave. 

Your P45 contains details of your pay and tax paid to date this year, as well as your tax code, tax reference and National Insurance number. 

If, for some reason you don't have a P45 when you start working through your new company you may need to complete a P46.

download an example of a P45

P46

If you have lost your P45 or never received one, then we will ask you to fill out a P46. You'll need to make sure that this form is returned as quickly as possible.

The P46 contains your personal data, but not tax-to-date or tax coding. Because of this lack of full information, you may find that too much tax is deducted from your first few payments. These overpayments can be reclaimed later.

download an example of a P46