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Hmrc starter checklist word document

Hmrc starter checklist 2026

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The document is a Starter Checklist for employers and employees to collect necessary information about new employees for tax purposes. It outlines the steps for filling out the form, including personal details, employment start date, and student loan information. Employers must retain this information for three tax years but should not send it to HMRC. Employees are instructed to provide accurate information to avoid incorrect tax deductions.

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Click ‘Get Form’ to open the hmrc starter checklist in the editor.
Begin by entering your personal details. Fill in your last name, first names (avoid initials), home address, postcode, and country. If you know your National Insurance number, include it as well.
Next, provide your employment start date and select your gender. Ensure all information is accurate to avoid issues with tax codes.
In the employee statement section, choose the appropriate statement (A, B, or C) that applies to your situation and tick the corresponding box.
If applicable, answer questions regarding any student loans you may have. Follow the prompts based on your responses to ensure correct information is provided.
Finally, complete the declaration by signing and dating the form before submitting it to your employer.

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Versions	Form popularity	Fillable & printable
2022	4.3 Satisfied (20 Votes)
2021	4.8 Satisfied (114 Votes)
2020	4.4 Satisfied (273 Votes)
2019	4.3 Satisfied (125 Votes)
2016	4 Satisfied (36 Votes)
2013	4.4 Satisfied (226 Votes)
2012	4.4 Satisfied (121 Votes)
2012	4.4 Satisfied (242 Votes)

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