Enables you to set the tax year for entries of employee P11D details. Normally you set the tax year parameter once for a particular year, but you can reset it to view and process a previous year’s data if required.

To access this screen, enter fast path HR560S8.

Note: After changing the tax year to view and process a previous year’s employee data, do not forget to set it back to the tax year on which you are currently working.

If you have not configured ResourceLink to bring benefit amounts into the P11D return from the Payroll module, you can set the P11D tax year to be the year that you are working on to produce your year-end P11D returns. For example, if you are working on the P11D return for 2023–24 during May 2024, the P11D year needs to be 2023. For any bulk options that you run, the default P11D year’s data on which the task will act will be 2023 (2023–24).

Where you pass benefits from the Payroll module into the P11D module, using pay elements defined for P11D or the pay element flagged for payrolling in P11D Report Parameters, you must set the default P11D tax year to the current payroll tax year.

For example, to process payrolled benefits for tax year 2024–25 from payroll into P11D, the default P11D tax year must be set to 2024. The P11D year must be set before the first payroll calculation for tax year 2024–25 because the P11D tax year should match the payroll tax year where payrolling benefits are in use.

Having the default P11D year set to the current payroll tax year doesn’t stop you maintaining, updating, and producing P11Ds for the previous tax year. For example, if you normally work on P11D returns in May, you should continue to do so. However, you must be careful when running any bulk process (for example, the P11D report) to override the default year displayed with the correct year you wish to process.

General

P11D Tax Year

Enter the tax year you want to set the system to. For example, enter 2023 for the year 6th April 2023 to 5th April 2024.

MD560S8

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