Hmrc starter checklist 2026

1. Click ‘Get Form’ to open the hmrc starter checklist in the editor.
2. Begin by filling in the employee's personal details. Enter the last name, first names (avoid initials), home address, postcode, country, and National Insurance number if known.
3. Next, input the employment start date and select the gender of the employee.
4. In the Employee Statement section, choose one of the statements A, B, or C that applies to the employee's situation and tick the corresponding box.
5. For student loans, indicate if any statements apply by ticking the appropriate boxes for Plan 1, Plan 2, or Postgraduate Loan as applicable.
6. Finally, complete the declaration by signing and entering your full name along with the date before submitting it to your employer.

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