Email P45 from Opera 3

Hi Everyone!

With the recent changes to the P45 process and Pegasus adding the ability to email them I am wondering what everyone's thoughts are on how this works in the payroll release.

Prior to v2.93 there was an issue with email P45 if you selected any other option besides 'P45 Report'. In the payroll release Pegasus have now greyed out all the other options so if you have an employee receiving their payslip by email they are forced to receive a P45 by email and that must be produced using the 'P45 Report' option.

We have several customers unhappy about this change who want to be able to produce an 'official' P45 and email it to their leavers. One customer has even mentioned that they believe their employees have to submit part 2 and 3 to HMRC to claim a tax refund when they leave the country. I can't find any guidance on this other than HMRC stating "To fill in this form you’ll need your P45 ‘Details of employee leaving work’ if you have one".

My understanding is the functionality is v2.93 is subject to change in the future but this doesn't help now.

We are looking at the possibility of creating the P45 1a P45 design under the P45 Report option to give customers a more official looking P45 to email. I just wondered if anyone else was getting complaints about this or had any other ideas to make it work better?

Thanks,

Alex

Find more posts tagged with

Pegasus - Partner General Discussions

Comments

michelle-stewart

Hiya Alex

One way around it would be to amend the P45 report to look like the P45 part 1 A and add a summary page and new page to hold part 2, the employees don't need part 3 because the employer doesn't need to send it to HMRC anymore. You will need to take out the print when commands so that it prints all the fields.

I tested it on mine and it looks like it works really well. set up 2 reports in report manager called sqwgrp12, one linked to the standard report (sqwgrp12.frx) and then one linked to the new one (sqwgrpP45.frx) Then when you select the email option you can drop down and select the new P45 but you still have access to the old P45 report.

Hope that helps.

Kind regards

Michelle

alex

Hi MIchelle,

Yes, this is what we are looking at doing. Good to know you have it working. Thanks.

alex

An update to my earlier post. I have discussed the Email P45 with Pegasus this afternoon and they have advised the email P45 process will be changed in v2.94.00 - "The recipient of the email will receive a new design that is in 3 Parts therefore giving the leaver and new employer all that they need. The 4 reports that they are used to seeing are removed and replaced by one simplified process."

So the issue I've highlighted above is temporary. Additionally, the P45 report is considered acceptable by HMRC, it's just some of our customer base that don't find it acceptable hence why I'm looking for a workaround.

lenw

Hi All

As aaherne has said, Pegasus will make it possible to email a new design 3 Part P45 in Opera Version v2.94.

However the issue we are finding is that most users much prefer to print a P45 in all cases. Even though they are happy to use the Email employee feature to email Payslips and P60s to their employees, nevertheless, when it comes to issuing a P45, then want to use a printed version and not rely on emailing it.

This is only possible to achieve by going into the employee's record - Details & Bank - Additional Information and to untick the 'E-mail payslips, P60s & P45s' option.

I would like them to add an option 'All (Hard Copy)', as they do with Sales Statements, where you can choose to print statements for customers who are set to ordinarily receive them via email.

I have spoken to Ian Stone this morning and it transpires that Pegasus have no intention what so ever of offering a Print P45 option for employees who have the 'E-mail payslips, P60s & P45s' option ticked ON.

This is a major inconvenience for users who choose to always print their P45s.

It seems it will take a very lot of persuading to get Pegasus to think again about this decision.

0712131256598360.doc

alex

Hi Lenw,

It is my understanding that in v2.94.00 you will be able to produce a 3 part P45 if the employee is set to receive email payslips/p60/p45. Currently the emailing process works the same as the payslips which allows you to 'preview only' so they could choose to print from there?

I am assuming of course that this option will remain in 2.94.00!

Kind regards,

Alex

Copyright © 2025 Infor. All rights reserved.