P11D Report Parameters
Enables you to configure the P11D reports. You can specify which benefits are NIC1A able and maintain section descriptions, hide sections which are not required and specify section sub-levels where appropriate. You can also define the PDF and email settings that should be used.
You can also specify which benefits are payrolled and which ones are not.
Note: These parameters can be set differently for one or more PAYE refs. This allows for one or more benefits in one PAYE ref to be payrolled and the same benefit(s) not payrolled in another PAYE ref.
The DEFAULT PAYE setting means that the same parameter definitions apply to all PAYE refs equally.
To access this screen, enter fast path HR555S60.
Selection
P11D Year
Enter the P11D year for which you want to maintain report details, or select one from the drop-down list.
PAYE Reference
This option is only available if the MULTIPAYE parameter is set to Y in the General Settings window within the P11D Maintain Parameters screen.
Select a PAYE Ref from the drop-down list to operate a MULTI PAYE P11D reporting or leave as DEFAULT for single PAYE usage. Once set, this parameter should not be changed mid tax year.
Paging Area
Section, Code, Description
Display only. The letter, type and description of the benefit section.
NIC1A
Enter one of the following codes against the selected benefit section to indicate if it is NIC1A able:
Y | Indicates whether the section is NIC1A able. |
N | Indicates whether the section is not NIC1A able. |
U | Indicates whether the section is user definable. |
H | Hides the section from all users. |
Payrolled
Enter Y to indicate that the benefit is to be Payrolled instead of processed via the P11D. Only available if the P11D Year is 2016 or later.
PE ID
Enter the Pay Element ID to be used for a Payrolled benefit, or select one from the drop down list. Only available if the P11D Year is 2016 or later.
Details
Window in to access either Section Details or P11D Codes Per Section, depending on whether the section has a sub-section or not.
Additional
Click expand to display the following fields:
Section Number
Section Description
Buttons
Copy
Click this button to display P11D Parameter Copy Option, where you can copy the narrative codes per benefit section from a previous year.
Note: The following buttons are not displayed for P11D years 2012 or earlier.
P11D PDF
Click this button to display PDF Report Parameters, where you can define the cover letter to include as the first page of the PDF when producing the P11D print.
P11D E-Mail
Click this button to display Bulk Email PDF Parameters, where you can define the email to use when bulk emailing P11Ds to employees.
Benefit PDF
Click this button to display PDF Report Parameters, where you can define the cover letter to include as the first page of the PDF when producing the Benefit Statement print.
Benefit E-Mail
Click this button to display Bulk Email PDF Parameters, where you can define the email to use when bulk emailing Benefit Statements to employees.
MD555S60