Payroll Setup Quiz

New Client Payroll Registration Details

Director Only: Key 2025/26 NI Thresholds

Lower Earnings Limit (LEL): £125/week (£6,500/year).

Primary Threshold (PT): £242/week (£12,570/year) – Employees start paying 8% NI.

Secondary Threshold (ST): £96/week (£5,000/year) – Employers start paying 15% NI.

Client Details

Client Name *

Completed By *

Date *

Existing Payroll Details

Does the client already have a payroll in place? *

Yes

If yes, we need the PAYE reference and accounts office reference numbers.

PAYE Reference

Accounts Office Reference

Main Director Details

Director Name *

Company UTR Number *

This is for the company not the individual director!

Directors Salary *

National Insurance Number *

Number of Employees on Payroll *

Employee Information

If there are actual employees (rather than just directors), we will need to send new starter forms for each and will need P45 leaver's certificates from their previous employers if available.

Starter Forms Sent?

P45 Requested?

Employee Details (if known)

Optional: If employee details are known, please add them below.

Employee 1 - Full Name

Employee 1 - National Insurance Number

Employee 1 - Date of Birth

Employee 1 - Start Date

Employee 1 - Job Title

Employee 1 - Email Address

Employee 1 - Salary/Hourly Rate

Employee 1 - Payment Frequency

Employee 1 - Has P45?

Employee 1 - Address

Employee 2

Employee 2 - Full Name

Employee 2 - National Insurance Number

Employee 2 - Date of Birth

Employee 2 - Start Date

Employee 2 - Job Title

Employee 2 - Email Address

Employee 2 - Salary/Hourly Rate

Employee 2 - Payment Frequency

Employee 2 - Has P45?

Employee 2 - Address

Employee 3

Employee 3 - Full Name

Employee 3 - National Insurance Number

Employee 3 - Date of Birth

Employee 3 - Start Date

Employee 3 - Job Title

Employee 3 - Email Address

Employee 3 - Salary/Hourly Rate

Employee 3 - Payment Frequency

Employee 3 - Has P45?

Employee 3 - Address

Payroll Start Date

Important: The payroll start date must be the 6th of any given month.

Payroll Start Date *

Please select a date that falls on the 6th of the month.

Construction Industry Scheme (CIS)

Employing Sub-contractors? *

Yes

Suffering Deductions? *

Yes

Additional Notes

Any other information we should know?

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