Working with employers, pension providers, software developers and industry bodies, HM Revenue & Customs (HMRC) has developed factsheets, good practice guidelines and templates to help improve data quality. The materials come in an easy-to-download PDF format to support you, your employees, pension recipients and stakeholders to get it right the first time.
HMRC recommends you share these factsheets with your HR and payroll professionals and incorporate them into existing employee communications or into your induction process for new employees. In the case of pension providers, they could be incorporated into customer information communications. Please feel free to tailor the document content to your needs - the wider it is shared, the easier it will be to get information right the first time.
To view these factsheets you need to use a PDF file viewer such as Adobe Reader which is available to download free of charge from the Adobe website.
On this page:
Quirky facts (PDF 569K)
Examples of where we have received payroll information that is incorrect.
High level matching rules (PDF 1MB)
How HMRC processes and matches payroll information.
Checking official documentation (PDF 217K)
Checking official documentation can help you provide HMRC with accurate
information.
Accurate employee information matters (PDF 183K)
The importance of getting employee information right.
How to record employee information accurately (PDF 171K)
Entering key employee information onto your payroll.
Accurate pension recipient information matters (PDF 196K)
The importance of getting pension recipient information right.
How to record pension recipient information accurately (PDF 179K)
Entering key employee information onto your payroll.
Starting a new job or when circumstances change (PDF 192K)
Providing your employer with accurate personal information.
Starting a new pension or when circumstances change (PDF 190K)
Providing your pension provider with accurate personal information.
