Creating a new employee/director

To add a new employee/director to the list of personnel in the P11D:

1. From the Edit pull down menu select the option for New employee/director

2. This opens the Client Involvements screen on which a list of existing personal can be viewed.

3. Click on the relevant tab ie Director or Employee, please note that the secretary tab is not used in the P11d module.

4. Click New then use the magnifying glass to locate the client from the central database, click Select.  If the client is not present on the database click New to follow the steps to add the client to the system.

5. Enter the date the employment/directorship began or ended. Please note these dates are particularly important when an employee becomes a director.

To add a new employer click the magnifying glass to the right of the employer identifier and click New.