Payroll Service Application

Transcription

1 BBPS use only (DPF1-2) Payroll Service Application Personal Direct Payment (BBPS will only process payroll. Paying wages/hmrc to be processed by yourself) Council Supported Direct Payment (Council will direct necessary payments to BBPS on service user behalf) Managed Account (BBPS to pay wages and/or PAYE on service user behalf) Tick to indicate Service Users Name Enter full name of proposed service user Royal Borough of Kensington & Chelsea London Borough of Hammersmith & Fulham London Borough of Camden City of Westminster Fife Council Norfolk County Council Other: Please state Fill out all the information required. Do not detach any of the pages. Return the whole booklet to Barrie Bookkeeping & Payroll Solutions with a photocopy of your I.D. 1 DPF2-1

2 Payroll Service APPLICATION To be completed in ALL cases Service Commencement Date / / Support Hours per Week THE SERVICE USER Must be completed in ALL cases Surname Title Mr/Mrs/Ms/Miss Forename(s) Address: Post Code Tel No Date of Birth / / Gender Male / Female Child/Adult NI number (1) Are you already registered as an employer with HMRC? YES / NO If yes, Please provide your PAYE Ref NO: Please provide your Accounts Office Ref NO: Current payroll provider: 2 DPF2-1

3 NOMINATED CONTACT To be completed ONLY if the Service User above is a child or an adult to administer their affairs Surname Title Forename Address: Mr/Mrs/Ms/Miss Post Code Date of Birth / / Tel No NI number Relationship to the Service User Spouse Husband Wife Sibling Brother Sister Child Son Daughter Parent Father Mother Other 3 DPF2-1

4 PAYROLL SERVICE AGREEMENT BETWEEN Must be signed in ALL cases (1) Barrie Bookkeeping & Payroll Solutions Ltd, 14 Hanover Court, Glenrothes, Fife, KY6 5SB AND (2) The Service User (named on page 1) From the date of signing, the Service User appoints BBPS to provide all payroll services. This agreement starts on the date of signing and will continue for a minimum of one month. Either party may terminate this agreement by giving no less than One months notice. The service user agrees to provide BBPS with all necessary information to enable BBPS to supply the payroll services and to make payment to BBPS within 30 days of receipt of monthly invoices. Signed by for and on behalf of Barrie Bookkeeping & Payroll Solutions Ltd Signature Printed Name Date Ross Barrie D D / M M / Y Y Y Y Signed by for and on behalf of the Service User or Nominated Contact 4 DPF2-1

5 Invoices You will be invoiced on or around the 12 th of every month. Please confirm: (circle where appropriate) Invoices to be posted direct to Service User Yes / No OR Invoices to be ed direct to Service User Yes / No If yes, please provide address: OR Invoices to be posted to another person? If yes, please provide name and address: Yes / No Wages/PAYE Barrie Bookkeeping & Payroll Solutions can pay wages to your PA & PAYE to HMRC on your behalf, if requested. Please confirm: (Circle where appropriate) I would like Barrie Bookkeeping & Payroll Solutions to pay wages to my PA & all payments to HMRC on my behalf. Yes/No OR I would like Barrie Bookkeeping & Payroll Solutions to pay only the payments to HMRC on my behalf, and I will pay wages to my carer myself. Yes/No OR I would like to make all payments to my PA and/or HMRC myself Yes/No 5 DPF2-1

6 Personal Assistant Number 1 Starter Form Service Users Name PA start date Surname Title Forename Address 1 Address 2 City Postcode Date of Birth Gender MALE/FEMALE Tel Number Landline Mobile NI Number A B C Passport/Driving Nationality Licence number Bank Name Bank Branch Sort Code Account Number Account Name ID type enclosed ID enclosed Marital Status 2. Hours to be worked if the same Day Mon Tue Wed Thur Fri Sat Sun Total Hours 3. Payment Frequency as agreed by the employer please tick. Weekly Fortnightly 4-Weekly Monthly 6 DPF2-1

7 4. Payment Rate as agreed by the Employer Standard Rate Weekend Rate (if applicable) Evening Rate (if applicable) Holiday Rate (if applicable) First Payment Date: The Service User authorises BBPS to add the above person to their payroll and make payments to them in accordance with hours notified by myself. Signed (PA) Date 7 DPF2-1

8 PA Number 1 Tax Statement concerning This Employment TICK ONE that applies to you and follow the instruction given in the response. This will help us to tax you correctly. I have a P45 from a previous employer and have enclosed it with this form Response we will apply the code on your P45 to your record I will have a P45 from a previous employer and will send it on when I receive it Response complete the starter statement below. Send the P45 to us when you receive it I do not have a P45 Response complete the starter statement below I am a student working ONLY in the holidays (Summer, Christmas, Easter) Response complete the starter statement below I am a student working during term time and holidays Response complete the starter statement below Starter Statement (substitute P46/P45) Your present circumstances. Please read all the following statements (A, B and C) and enter X in the ONE box that applies to you. A This is my first job since 6 th April last and I HAVE NOT been receiving taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit or a state or occupational pension. B This is now my only job, but since 6 th April last I HAVE had another job, or have received taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a state or occupational pension. 8 DPF2-1

9 C I have another job or receive a state or occupational pension. Please also consider the following statement If this applies to you then enter X in the box D Student Loans (advanced in the UK). If you left a course of UK Higher Education before last 6 th April and received your first UK Student Loan instalment on or after 1 st September 1998 and you have not fully repaid your Student Loan enter X in the Box. Do not enter X if you are repaying your UK Student Loan by agreement with the UK Student Loans Company to make monthly payments through your bank or building society account. I confirm the information I have put an X against is correct. Name (print) Signed Date 9 DPF2-1

10 Personal Assistant Number 2 Starter Form Service Users Name PA start date Surname Title Forename Address 1 Address 2 City Postcode Date of Birth Gender MALE/FEMALE Tel Number Landline Mobile NI Number A B C Passport/Driving Nationality Licence number Bank Name Bank Branch Sort Code Account Number Account Name ID type enclosed ID enclosed Marital Status 2. Hours to be worked if the same Day Mon Tue Wed Thur Fri Sat Sun Total Hours 3. Payment Frequency as agreed by the employer please tick. Weekly Fortnightly 4-Weekly Monthly 10 DPF2-1

11 4. Payment Rate as agreed by the Employer Standard Rate Weekend Rate (if applicable) Evening Rate (if applicable) Holiday Rate (if applicable) First Payment Date: The Service User authorises BBPS to add the above person to their payroll and make payments to them in accordance with hours notified by myself. Signed (PA) Date 11 DPF2-1

12 PA Number 2 Tax Statement concerning This Employment TICK ONE that applies to you and follow the instruction given in the response. This will help us to tax you correctly. I have a P45 from a previous employer and have enclosed it with this form Response we will apply the code on your P45 to your record I will have a P45 from a previous employer and will send it on when I receive it Response complete the starter statement below. Send the P45 to us when you receive it I do not have a P45 Response complete the starter statement below I am a student working ONLY in the holidays (Summer, Christmas, Easter) Response complete the starter statement below I am a student working during term time and holidays Response complete the starter statement below Starter Statement (substitute P46/P45) Your present circumstances. Please read all the following statements (A, B and C) and enter X in the ONE box that applies to you. A This is my first job since 6 th April last and I HAVE NOT been receiving taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit or a state or occupational pension. B This is now my only job, but since 6 th April last I HAVE had another job, or have received taxable Jobseekers Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a state or occupational pension. 12 DPF2-1

13 C I have another job or receive a state or occupational pension. Please also consider the following statement If this applies to you then enter X in the box D Student Loans (advanced in the UK). If you left a course of UK Higher Education before last 6 th April and received your first UK Student Loan instalment on or after 1 st September 1998 and you have not fully repaid your Student Loan enter X in the Box. Do not enter X if you are repaying your UK Student Loan by agreement with the UK Student Loans Company to make monthly payments through your bank or building society account. I confirm the information I have put an X against is correct. Name (print) Signed Date 13 DPF2-1

14 Barrie Bookkeeping and Payroll Solutions Ltd, 14 Hanover Court, North Street, Glenrothes, Fife, KY7 5SB FREEPHONE: Tel: OR Fax: Checklist All items (except where marked *) must be completed as Yes for Barrie Bookkeeping & Payroll Solutions to process this payroll service application. Item Account Page Completed Type Number Payroll Service Application ALL 2-3 Yes / No Signed Agreement ALL 4 Yes / No Completed Details for PA 1 plus tax statement ALL 6-9 Yes / No Completed Details for PA 2 plus tax statement (If Applicable) ALL Yes / No ID for all PAs included ALL Yes / No 14 DPF2-1