P60s to disclose the LTA and LTDBA values

Hi everyone,

Just wanted to ask if anyone else has come across their customer wanting to amend their P60 layout to disclose pension LTA and LTDBA values due to a change in the Finance Act 2024.

I have done a little bit of digging and raised the question with Pegasus support is this something that has already been considered and will be in version 2.99 (which I doubt) but just wanted to ask if anyone else out there has come across this?

I think this is the pension provider trying it on and getting out of sending out their own statement, but want to just find out a bit more before I say that.....

Regards
Claire

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alison-adam

Hi Claire. I thought HMRC determined the P60 layout not the payroll software provider.

nfor_mingle_for_lawson_082214.pdf

Steve Loader

Hi, Alison,

You are correct in that HMRC dictate the content of the P60, however...

A software provider can create their own version of a P60 layout, providing:

1) All the mandatory P60 information is present, and

2) The P60 design is submitted to, and approved by, HMRC prior to it being released in the software

Kind regards

Steve

idickinson

This is an interesting document from HMRC

RD1 Specificiation for employer subsitute forms P60

So, suggests it is allowed, but will need some input from document designer in Opera.

Kind regards

Ian

Ford GTL.pdf

Steve Loader

That's the document, Ian.

Provided you abide by it, and get your P60 substitute form approved by HMRC, then all is well with the world

Kind regards

Steve

0911060553270289.pdf

claire-craig

Hi Steve,

Do you know if it is only the software provider who can put it through to HMRC for approval or can the customer (end user) also put it through to HMRC for approval?

Regards
Claire

0712131256598360.doc

Steve Loader

Hi, Claire,

I seem to recall that the HMRC document only refers to a software provider.

I only submitted substitute P60 forms, for Opera 3, during my time at Pegasus.

It probably wouldn't harm to message HMRC to clarify as, provided a substitute P60 form is approved by HMRC, I can't see that it makes any difference who has generated it.

Kind regards

Steve

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