From 2019-2020 onwards, qualifying relocation expenses payments and benefits (section J on the P11D) will be grouped according to relocation event.

This window holds the data relevant to a relocation event as a whole, even if that event spans multiple years.

To access this window, enter fast path HR555S75 and select the employee, then window into the Detail field and select Prev Location in the navigation panel.

Start Date

The identifier for the relocation event. This date must be unique to each relocation event.

The default date for a new relocation event will be 6th April of the current tax year.

This date does not need to fall within the tax year being maintained.

The actual date of the house move could be used as the relocation date for the first relocation event happening in the tax year, or the default date could be used. Second and subsequent relocation events within the same tax year require relocation dates that are different from the default date. These could be actual moving dates or just other nominal dates used to indicate a second or third relocation in the same year. Using the default date of 6th April for the first (and usually only) relocation event of the year may be useful as any individual expense payment or benefit that does not have a relocation date assigned will automatically be grouped together under the default date.

End Date

Optional. This date should only be completed once all possible expenses payments and benefits for the relocation event have been processed. This may not happen until a subsequent tax year.

Description

Enter up to 40 characters to describe this relocation event.

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

Details

Click window to display Relocation Details where you can enter the details of the expenses and benefits amounts that make up this relocation event.

Previous Year(s) Exemption

The amount of expenses and benefits (up to the exemption threshold) that have been claimed against this relocation event in previous years.

For 2019-2020 onwards, any expenses and benefits allocated for this relocation event in a previous year will not have a relocation date assigned and therefore this field will need to be manually updated or populated via the spreadsheet upload.

Current Year Exemption

How much of the current year's expenses and benefits is exempted.

The sum of Previous Year(s) Exemption and Current Year Exemption should not be greater than the exemption threshold in effect for the tax year being processed.

Excess Over Exemption

The amount of expenses and benefits claimed in the tax year being processed that is in excess of the exemption threshold. This is the amount of benefit that is taxable.

The exemption threshold is applied separately to each relocation event.

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