Import and update car benefits

You can create or update multiple employee benefits in one go, making it faster and easier to manage benefits without editing each record separately.

Example...

• Employee Benefits - Car. CSV

You can also download a Benefits report that includes the unique identifiers for pre-existing benefits.

To download:

1. Open the required company.

2. Go to Reports and select Employee.

3. Select Employee Benefits.

4. Select the required Benefits option.

Changes made are permanent.

To import:

1. Open the required company.

2. Go to Employees and select Import.

   

3. Select Benefits.

   

4. Select CSV File – Create and Update.

   

5. Drag the file from your device or click to browse.

   

All benefit imports will run asynchronously, allowing you to continue working while imports process in the background.

Field Name	Accepted Values
Tax Year	Start of the tax year. Must begin with Year and contain no spaces. For example Year2023.
Type	Car
Declaration Type	P11D P11D is used by employers to report end-of-year expenses and benefits for employees who earned more than £8,500. Employees who receive Benefits in Kind (BiK) are entitled to an end of year report that outlines their benefits and expenses in the tax year. or PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment.
Description	Car
Make and Model	Free Text. (This information can be found on the V5 certificate)
Registration	Free Text. (This information can be found on the V5 certificate)
First Registered	dd/mm/yyyy
Has Approved Emissions Value	True or False
Co2 Emissions	0.00 (Can be found on the V5 certificate)
Engine Size	0.00 (Can be found on the V5 certificate)
Zero Emissions Mileage	0.00
Fuel Type	Diesel (Euro Standard),Diesel,Petrol/Other,Hybrid,Electric
Available From	dd/mm/yyyy
To	dd/mm/yyyy
Days Unavailable	0.00
List Price	0.00
Non-Standard Accessories	0.00
Employee Capital Contributions	0.00
Employee Private Contributions	0.00
Free Fuel	True or False
Fuel Available From	dd/mm/yyyy
Fuel Available To	dd/mm/yyyy
Registered Prior to 1998	True or False
Rate
Chargeable Value
Full Year Charge
Cash Equivalent
Cash Equivalent Fuel
Benefit to Date Opening Balance	0.00
Start Date	dd/mm/yyyy
End Date	dd/mm/yyyy
Use Pro Rata	True or False
Override Benefit to Date Opening Balance	True or False

Good to know...

• If a unique identifier is present, the benefit will be updated.

• If a unique identifier is not present, a new benefit will be created.

• Payroll Code is mandatory to identify the employee.

• This import will update open payroll runs.

• A V5 is also known as a V5C and is a physical document issued by the DVLA upon registration of a vehicle in the UK.

• GOV.UK Guide: Expenses and benefits: company cars and fuel. External website

• GOV.UK Guide: Expenses and benefits: A to Z. External website