Maintain P11D Details
Enables you to maintain all P11D details for the selected P11D.
To access this window, enter fast path HR555S75 and select the employee, then window into the Detail field.
Personal
Name, NI No., Emp'er Name, Start Date, P11D Year, Employee No., PAYE Ref, End Date
Display only. The employee's personal details and details of the selected P11D.
General Tab
Enables you to maintain details of general benefits and expenses supplied to the employee during the tax year. Employee P11D New Benefit is displayed when you add a benefit to the employee, where you can select the benefit that you want to add.
Note: You should set the P11D indicator against each expenses pay element via Miscellaneous Details if you use the Expenses module to pay expenses as this ensures all expenses paid are shown automatically.
Click 
here to display the fields in this tab.
Section, Section Code, Code Description
Display only. The section letter, code and description of the benefit section.
Details
Click WINDOW to display Employee P11D Sections or Employee P11D Benefit Details depending on whether the benefit has sub-sections. You can then maintain details of general benefits that relate to the selected benefit section or sub-section.
Additional
Click expand to display the following display-only fields:
Highest Value
Made Good Amt
Vehicles Tab
Enables you to maintain vehicle details if the employee is provided with a vehicle that is used for private purposes. Cars and Fuel is displayed when you add a new vehicle to enable you to enter the vehicle details.
Click here to display the fields in this tab.
Reg No
Display only. The vehicle registration number.
Make, Model
Display only. The make and model of the vehicle.
Start Date
Display only. The date when the vehicle was first made available to the employee.
End Date
Display only. The last date when the vehicle was made available to the employee.
Notes
Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.
Detail
Click WINDOW to display Cars and Fuel where you can maintain details about the selected vehicle.
Vehicle Ownership
Indicates if the vehicle is Privately owned or a Company car.
Additional
Click EXPAND to display the following display-only fields:
Total Benefit
Car Total Benefit
Car Forgone
Fuel Total Benefit
Fuel Forgone
Loans Tab
Enables you to maintain details of beneficial loans supplied to the employee during the tax year, where either no interest was paid or interest was paid at a lower rate than the prevailing official rate. If the official rate changes during the tax year, compare the average official interest rate for the tax year with the interest rate at the start of the loan and use the lowest of these interest rates as the prevailing official rate. Loan Details is displayed when you add a new loan to enable you to enter the loan details.
Click here to display the fields in this tab.
Start Date
Display only. The date on which the loan was supplied to the employee. If the loan was supplied before the start of the current tax year, the start date of the tax year is shown instead.
End Date
Display only. The date when the employee finishes repaying the loan. If the loan ends after the end of the current tax year, the end date of the tax year is shown instead.
Description
Display only. The description of the loan.
Final Amt
Display only. The balance outstanding on the loan at the end of the tax year. If the loan finished during the tax year, this figure is zero, unless a part of the loan was written off.
Notes
Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.
Dets
Click WINDOW to display Loan Details, where you can maintain details about the loan.
Accommodation Tab
Enables you to enter details of any accommodation supplied to the employee.
Click here to display the fields in this tab.
Start Date
Enter the date when the property was first made available to the employee. If the property was made available before the start of the current tax year, enter the start date of the tax year.
End Date
Enter the date when the property ceased to be available to the employee or leave blank if the employee continues to use the property.
Accom Cost
Enter the approximate market value of the property.
Rent Value
Enter the amount of rent the employer pays on behalf of the employee, or the market value of any rent that the employer could charge a non-employee for the use of the property. If you enter a rent value you cannot enter a rateable value.
Amt Forgone
Enter the Amount Forgone for the benefit.
Address
Click window to display Maintain Address Detail, where you can enter address details.
Notes
Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.
Additional
Click expand to display the following fields:
Rateable Value
Higher Of
Amount Made Good
Other Tab
Enables you to enter other P11D related details for the employee.
Click here to display the fields in this tab.
Director Indicator
Select this check box if the employee is a director.
Shares Held
Select this check box if the employee has held shares in your company during the tax year.
First On Date
Enter the date when the employee started earning at the higher pay rate or first became a director if this was during the current tax year. This is the date when the employer first became responsible for producing a P11D form for the employee.
Driver Wages
Enter the total benefit the employee receives as wages or salary in the tax year.
Amount Paid Private Use
Enter the amount paid by the employer to the employee for the private use of any vehicle.
Private Fuel Provided
Select this check box if the employer provides fuel for the private use of any vehicle.
Repayment Reqd
Select this check box if the employee is required to pay for any fuel provided for private use.
Repayment Made
Select this check box if the employee has actually repaid the full amount required for fuel provided for private use.
Entertainment (Trading Org)
Enter one of the following values if you have specified benefits in section N, sub-section Entertainment:
- Leave blank if the employer is a charity or tonnage tax company.
- Enter Y if the employer is a trading organisation and have, or will disallow entertaining costs in their tax calculations.
- Enter N if the employer is a trading organisation and have not, or will not disallow entertaining costs in their tax calculations.
Exclude from Payroll
Select this check box to exclude the benefit from Payrolling, forcing the benefit to be paid via the P11D system despite the benefit being flagged for Payrolling. Only available if the employee has not been paid in the current P11D year. This check box should only be selected at the beginning of a pay period once the payroll tax calendar has been set to the current period.
Once selected, this cannot be undone.
Exclusion Date
Display only. The date that the Exclude from Payroll selection box was set for the employee.
Mileage Tab
Displays Car Mileage information for the employee from the Car Mileage Module.
Click here to display the fields in this tab.
Reg No.
The registration number of the vehicle.
Make
The make of the vehicle.
Model
The model of the vehicle.
Amount
The total mileage for the vehicle in the year-to-date.
Lump Sum
The total amount of any lump sum payments made to the employee for car mileage expenses in the year-to-date.
Payments
The total of additional sums paid to the employee for additional (miscellaneous) travel expenses during the year-to-date.
Navigation Panel Buttons
Prev Relocation
Click this button to view the details of previous relocations.
Print P11D
Click this button to print the employee's P11D as a PDF. The cover letter included as the first page of the PDF is formatted as per the definition in the report parameters. The figures used in the P11D are recalculated prior to production of the P11D (unless the FBI P11D has been submitted, or the P11D has been produced and the records finalised).
E-Mail P11D
Click this button to generate the employee's P11D as a PDF and then send an email to the employee with their P11D attached. The email is formatted as per the definition in the report parameters. The figures used in the P11D are recalculated prior to production of the P11D (unless the FBI P11D has been submitted, or the P11D has been produced and the records finalised).
Print Benefits
Click this button to print the employee's P11D Benefit Statement as a PDF. The cover letter included as the first page of the PDF is formatted as per the definition in the report parameters. The figures used in the Benefit Statement are recalculated prior to production of the Benefit Statement (unless the FBI P11D has been submitted, or the P11D has been produced and the records finalised).
E-Mail Benefits
Click this button to generate the employee's P11D Benefit Statement as a PDF and then send an email to the employee with their Benefit Statement attached. The email is formatted as per the definition in the report parameters. The figures used in the Benefit Statement are recalculated prior to production of the Benefit Statement (unless the FBI P11D has been submitted, or the P11D has been produced and the records finalised).
Output Options
Click this button to display P11D Output Options, where you can view the pay document status of the P11D and P11D Benefit Statement.
Notes
Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.
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