This article provides instruction on downloading and viewing P60 documents from within Fourth's Employee Self Service (ESS) product. ESS can be accessed on a mobile device or on a desktop PC/laptop via a web browser. This article gives instructions for using the mobile version but the steps required are identical. There is also a brief FAQ section at the end of the article.
My Documents in ESS
- From within the Fourth app, select Employee Self Service from the left-side menu
- Select My Documents from the left-side menu
Fig.1 - Selecting My Documents from within ESS- mobile version
- Then select the Taxs docs tab
Fig.2 - Selecting the Tax docs tab within My Documents - mobile version
Tax documents will be displayed, listed under the tax year heading that they relate to.
- If no documents appear, use the Search by date drop-down and select All - the default is "Last 3 months"
Fig.3 - Searching for All Tax docs instead of Last 3 months
- To view a document, use the download icon to the right side of the screen
Fig.4 - List of tax documents, and download button shown next to a P60 - mobile version
Documents are downloaded to mobile devices' internal or cloud storage areas. For desktop users, the documents are stored locally.
Fig.5 - Example P60
At the bottom of the My Documents screen, there is an information link called What are these documents and why should I save a copy of them? which, once selected will display the following information - see Fig.6.
Fig.6 - Reasons to save tax documents - mobile version
What if an employee leaves their employment?
*It is possible to change the duration of leaver’s access – contact Fourth for more information
Is it possible for employees to receive their P45 via ESS?
Will downloaded P60 documents be accepted if an employee requires it for mortgage or benefit claims?
Yes, most firms will accept a printout of a P60 form. There may be the occasion, however, when employees are asked for a letter from their employer confirming their employment status.