This updated guide provides clear instructions on how to produce and email P45 forms in Accord, including both printed and electronic versions, after processing an employee’s final payroll period. Screenshot placeholders have been added for visual guidance.
Click on each step for instructions:
Step 1: Create a Leavers List
1. Navigate to Settings > Employee List.
2. In the window that appears, click the 'General' folder to highlight it, then click 'Add New'.
3. Rename the new list created as required (e.g., '4 Leavers – May 2025').
4. Click 'Edit' to add employees to the list, then Save and Close.
| Tip: Note the number of leavers and the payroll period for reference. |
Step 2: Print and Save Leavers List
- Go to Reports > Employee Reports > Employee Lists/Labels > New Report
- Select 'Leavers List' from the menu and click OK
- Choose the correct employee list from the dropdown, then print or export as PDF and save it in the payroll folder.
Step 3: Print P45 Forms
- Navigate to Reports > Employee Reports > P45/P46 > P45 (Online) – All Parts
- Select the correct leavers list from the dropdown
- Preview the report, then Print or Export as PDF.
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