Employment Details
If you need to obtain missing P60 or P45 documents, Lewis Brownlee can help. With an agent’s authority in place (signed form 64-8), we can request this information from HMRC on your behalf. However, recent changes to HMRC’s process mean they no longer provide this information over the phone.
HMRC’s Updated Process for Missing Documents
Previously, HMRC could provide P60 or P45 details over the telephone. This is no longer the case. Now, when we request this information, HMRC will send the documents directly to the taxpayer by post. The taxpayer must then forward these to us for further processing.
This change highlights the importance of keeping personal tax records secure and accessible. However, if you misplace these critical documents, we’re here to guide you through the retrieval process.
What You Need to Provide
To authorise us to act on your behalf, you’ll need to sign a form 64-8. This grants us the agent’s authority required to make the request to HMRC. Once the authority is in place, we’ll handle the submission and ensure the process runs smoothly.
Why Is This Important?
Missing a P60 or P45 can delay your tax filing or other financial matters, such as loan applications or employment records. Having a trusted agent like Lewis Brownlee ensures the retrieval process is handled efficiently, saving you time and stress.
How We Can Help
At Lewis Brownlee, we specialise in managing personal tax matters, including retrieving lost documents. If you need to obtain missing P60 or P45 documents, our team can guide you through the process. We’ll ensure all necessary forms are completed correctly and work with HMRC to retrieve the information promptly.
Visit our contact us page or speak to our team today for expert advice and support with your tax needs.
Stay on Top of Your Tax Records
While losing a P60 or P45 can be inconvenient, we make the retrieval process simple and hassle-free. Let us help you manage your tax affairs efficiently.