Enables you to maintain details of general benefits that relate to the selected benefit section or sub-section. The totals for the taxable benefits and the made good amounts are shown at the bottom of the window.

To access this window, enter fast path HR555S75 and select the employee, window into the Detail field and select the General tab, then window into the relevant benefit’s Details field.

Paging Area

Code

Enter the code representing the required benefit or select one from the drop-down list. The options are set up in the narrative category that has the same name as the currently selected section or sub-section type.

Start Date

Enter the date when the benefit was made available to the employee. The date you enter must fall within the current tax year. If the benefit started before the current tax year, enter the start date of the current tax year.

End Date

Enter the last date when the benefit was made available to the employee. The date you enter must fall within the current tax year. If the benefit ended after the current tax year, enter the end date of the current tax year.

Amount

Enter the amount of taxable benefit within the total benefit amount.

Amt Forgone

Enter the Amount Forgone for the benefit.

Higher Amt

Display only. Displays the highest of the Amount or Amount Forgone values.

Description

Display only. The short description of the selected benefit.

Source

Display only. Indicates the source for the expenses or benefits data, which can be A if it was automatically transferred from the Expenses module, L if it was added from a CSV file, or M if it was manually entered.

Made Good

Enter the amount that the employee has paid the employer towards the benefit.

Payrolled

This field is only available if the Payrolled field is set to Y in P11D Report Parameters or Section Details. A value of Y is displayed if the benefit has been processed and historical data recorded, otherwise the field is blank if it hasn't been processed yet. Window in to view the historical data of the payrolled benefit in Employee P11D Payrolled Details.

MD555G67

Related knowledgebase articles