Title
Editing Payroll Results: P45 Form for Great Britain

Purpose
This report creates a P45 form with details for those employees leavingthe company leaving within the period specified. For each employeerespectively, changes to their infotype record Tax Data GB (0065)in the section Leaving details (setting the indicator andentering a date) indicates that a P45 has been issued and the date ofissue.
If an employee moves in the middle of the year between the two taxreferences and the employee also subsequently leaves the company, thenearnings from company with tax reference 1 would not be included in theP45 figures (in the fields Total pay in this employment andTotal tax in this employment from the P45 form). However, thefigures would be included on the P45 form in the fields Total payto date and Total tax to date.
Concerning modifications to an infotype Tax Data GB (0065)record, you must consider the following:
If the last tax code is Basic Rate (BR) and the indicatorWeek1/month1 is selected in the section Tax Basis, data inthe Leaving details section will be updated.
If an employee reason for leaving is 'death', data in the Leavingdetails section will be updated. Note: If payments are made in thenext tax year after date of death, then the tax code BR is used. Youmust then create a new infotype 0065 record from beginning date of thetax year after the date of death.
In all other cases, the Tax Data GB (0065) record for a periodwhen the employee leaves, data in the Leaving details sectionwill be updated and this infotype will be split in two parts. The begindate for the second split period is either the next date after leavingdate or the issue date of the P45 from. It contains the Tax Code BR andTax Basis "Week1/Month1".
Note
This report reads the return value of theAction types forP46(PEN) form (GPNOT) feature and determines whether or not thepension is paid by the employer. If the pension is not paid by theemployer, the report creates the P45 form. In case the pension is paidby the employer, this report does not create the P45 form. In suchcases, you must:

• Generate a new Personnel Number for the pensioner and create the Master
Data record.

• Execute HR GB: P46(PEN) form (RPUEFO_P46PEN)
report to issue P46 (PEN) form.

Integration
The employee who is leaving must have correct and up-to-date payrollresults.
You must check the configuration of the P45 cumulation wage types forP45 tax and payments with the view cluster Non-statutorysubapplications (VC_596A_B).
You must configure in the feature Termination for Death (GMSGD)the specified default value for termination reason for death, which isused in infotype Actions (0000). Note:See the featuredocumentation for further details.
You must set the sequence in which the subtypes are processed whenformatting addresses. To do so, use the feature Set subtype sequencefor address formatting (ADDRS). Note:See the featuredocumentation for further details.
You must configure in the feature Determination of employer name forlegal reporting (GBENA) from which table you intend to read theemployer's name for statutory reporting. Note:See the featuredocumentation for further details.
If you use the SAP Script stationary output (data output only) for theP45 form, you must adapt this form to your printer. To do so, use theForm Painter (transaction /se71). You must then copy the formthat is offered by SAP (for example, HR_GB_P45_2000_D) and modify it toyour printer.
RESET N1

Features

Activities
On the SAP Easy Access screen, choose Human Resources ->Payroll -> Europe -> Great Britain ->
Subsequent Activities -> Period-independent -> LeaverNotification ->PC00_M08_CP45 - P45 Processing.
In Selection section, choose the relevant person selectioncriteria. The Payroll area is a required field. The Payroll areawill be used to determine the beginning date of the tax year given inthe section Processing criteria's. The report canbe run only for single payroll area. The system displays the Taxdistrict number and indicator in the corresponding fields in ProcessingCriteria's section, based on the selected payroll area.
In the section Processing criteria's:
Enter the Tax year (ending April 5th). It will be used togetherwith entered Payroll area to determine the Person selectionperiod. The Start Date of Person Selection Period is thebeginning date of the first payroll period for the given Payrollarea and Tax year. The End date of person selection periodis the current date. You can change the End date of personselection period, but not the Start Date of Person SelectionPeriod. The case is: only the people who left the company frombeginning of the given Tax year until the entered End date ofperson selection period (default: current date) and don't havealready a P45 from are considered.
In the field Test run set the indicator if you would like to runthis report in test mode. See the detaileddocumentation
In the field Repeat P45 issued set the indicator if you wouldlike to create the P45 form again for person who left in the givenperson selection period and already have a P45 form. You can choose thisoption only if you run this report in test modus (set indicator Testrun).
In the field Test for active employee set the indicator if youwould like to create theoretical P45 form for person who are stillactive in the given person selection period. You can choose this optiononly if you run this report in test modus (set indicator Test run
).
In the Output option section, you can choose between thefollowing two output options:
SAPScript
,,,,Print/Shows the P45 report data via SAPScript forms.
See the detailed documentation
ALV Output
,,,,Print/Shows the P45 report data via ALV. See thedetailed documentation
In this section you also determine how the forms should be printed.
In the field Print pages in separate lot, set the indicator ifyou would like to print the first page of the P45 form for all theemployees selected. Once this command is complete, you will receive aninquiry from the printer parameter, where you are asked if you wouldlike to begin printing the second page of the P45 form for allemployees. Note: Before confirming, you should change the preprintedforms accordingly.
In the field Print pages in separate lot, if you do not set theindicator the entire P45 packet will be printed for a given employee.Once the packet is complete, the packet for the next employee will beprinted.
In the section Tax record details:
Enter the issued date of P45. If you run this report inproductive mode, this date will be used as the issued date of P45 formand will be used to update the leaving details on the infotype TaxData GB (0065). If you run the report in test mode, the issue date ofthe P45 form will always be the current date
Choose the option for creating a new Tax data GB record (only inproductive modus). See the detailed documentation
In the Submission Media section:
Select Generate XML to generate the data in XML file format. Youcan submit this file to the HMRC electronically.
Note
- If you select Test Run, you can only view the XML file. Youcannot submit the file to the HMRC.
- If you deselect Test Run, live submission is enabled. When yourun this report in live run the report updates the Tax Data GBinfotype (0065) with the P 45 leaver notification details.
Choose Execute
The screen HR-GB: P45 from for Great Britain appears


• To produce the output (SAPScript or ALV) press 'P45' Button

The information and error messages can you find under menu itemExtras:
P45 for active - If you choose this menu item you get the listof employees for which a theoretical P45 form was processed. (Testrun and Test for active employee are set)
List of issued P45 - If you choose this menu item you get thelist of employees for which a second P45 was processed. (Test runand Repeat P45 issued was set).
Changes on Tax Data - If you choose this menu item you get theinformation about changes on Tax Data for each processedemployee. (Only in productive modus)
Warning list - If you choose this menu item you get the warningsand information for all processed P45 forms
Error list - If you choose this menu item you get the errormessages for the person P45 could not be produced
You can switch between SAPScript Output and ALV Output modus. Use forthis menu item Extras -> Switch display forms
Note: You can also run this report in the background, byselecting Program -> Execute in background. The results (createdforms) you can see under menu item System -> Own spool request.

• Choose Display XML to view the XML file format of the P45 form.


• Select Extras -> XML Errors to view the errors if any, in
the generated XML file. The system submits the file to the HMRC only ifit is error free.

• To send the XML file to the HMRC:

Choose B2A Manager
Select the file you want to send
Choose Execute
Note:
On the output screen, in B2A Manager:

• You can view the status of the report under the Status and
Substatus field.

• To check for any errors generated while communicating with the HMRC,
select Error log. System generates errors due to reasons such assubmission not in correct format, or invalid characters in the file.