Enables you to generate a submission of P11D data to HMRC. The submission contains information about employee deductions.

To access this screen, enter fast path HR08S20.

HMRC will only accept one electronic submission of P11D data per PAYE scheme per tax year. The selection criteria are therefore based on the full PAYE reference (tax district number followed by employer’s reference).

All control groups that share the same PAYE reference are selected at the same time. This makes sure that all eligible employees are included in the one electronic file allowed to be sent to HMRC. Where an employee has rejoined using a different employee number to the original number, then the P11D records for both will be merged for the same PAYE reference in the P11D submissions. The merge is required because submissions containing more than one record with the same NI number are rejected.

Once the submission has been made, a flag is set against the employee’s record to indicate that the record has been finalised and any further prints will show the same benefit details as were included in the electronic submission file.

Should it be necessary to correct an employee’s P11D record that has already been sent electronically, then the corrections must be made through HMRC’s Gateway account. HMRC does not accept paper based P11D forms and P11D amendments.

If the submission fails to be received by HMRC or is rejected, then the process can be run again. The following warning message is displayed:

Warning – P11D already submitted on dd/mm/yyyy Do you wish to refresh and resubmit the data?

Confirmation is required before recreating the submission.

Selection

PAYE Ref

Enter the PAYE reference for which you want to extract the P11D data, or select one from the drop-down list. You can only create one live submission per year for each PAYE reference.

FBI Details

Tax Year

Enter the P11D year for which to extract P11D data.

Test File?

Select this check box to produce a test version of the submission. The test version is identical to the live version of the submission, except that it is submitted for validation of the data only and is not passed to HMRC’s live database.

Report Details

Excel Extract?

Select this check box to produce an Excel format summary file for the submission that details what information was submitted.

Payrolling Print?

This check box is selected by default. Clear it to prevent the production of P11D PDFs for payrolled benefits.

MD08S20