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Tax form guide

HMRC requires information contained on the P45, P60 and P11D forms before they will approve a tax refund claim. These tax forms are usually given to you by your employer or sent to HMRC.

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What is a P45 form?

You will receive a P45 form from an employer if you leave their employ during the course of the tax year. The P45 indicates how much tax has been paid by an employee during the relevant tax year.

The form has multiple parts that are all sent to and kept by different parties:

  • Part 1 is sent to HMRC
  • Part 2 and Part 3 are given to your new employer *
  • Part 1A must be kept for your own records

* If you are unemployed, this will be sent to Jobcentre Plus.

What is a P60 form?

The P60 form indicates the amount of tax an employee has paid during the tax year and is mainly used to calculate overpaid tax. It must be issued by your employer by 31 May.

This form can also be used as proof of income for loan or mortgage applications.

What is a P11D form?

Employers must send a P11D to HMRC outlining any benefits in kind received by particular employees, such as company cars or private medical insurance. This form indicates the value of each benefit.

The P11D form must be sent to HMRC by 6 July and the employee should receive a copy of the form or a notice of its contents.

South Africa

Cape Town

Regent Square
Doncaster Road
Kenilworth 7708 +27 (0) 21 657 2120

Durban

201 The Annex
Ridgeside Office Park
Umhlanga +27 (0) 31 536 8843

United Kingdom

London

Castlewood House
77/91 New Oxford Street
WC1A 1DG +44 (0) 20 7759 7514

Croydon

5-7 Selsdon Road
South Croydon
CR2 6PU +44 (0) 20 7759 7581

Australia

Melbourne

9 Yarra Street
South Yarra
VIC 3141 +613 (0) 8651 4500

Sable International is not affiliated with HMRC, we assist you in making your tax return.
Read about our tax refund service.

Sable International is a trading name of 1st Contact Money Limited (company number 07070528), registered in England and Wales. We are authorised and regulated by the Financial Conduct Authority in the UK (FCA no. 517570), the Financial Services Conduct Authority in South Africa (1st Contact Money [PTY] Ltd - FSP no. 41900) and hold an Australian Financial Services License issued by ASIC to deal in foreign exchange (1st Contact Group - AFS License number 335 126).

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