P11D report for employees

After recording and reporting benefits to HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers., you can give employees a summary to assist them with their tax returns.

This report can be accessed in one of two ways.

Via the EXB

If you’ve already created your EXB Expenses and Benefits. EXB refers to any benefits or expenses that an employee receives from their employer that are not included in their regular salary. for submission to HMRC:

1. Select the required employer.

2. Go to the RTI Real Time Information is the current method for reporting PAYE to HMRC, comprising FPS and EPS submissions. tab.

3. Expand the employee name and select to view the 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. report. This can then be downloaded in PDF format.

Via Reports menu

Generate a P11D to detail benefits and expenses

1. Open the required company.

2. Go to Reports.

3. Select Statutory.

   

4. Select P11D.

   

5. Choose the Tax Year.

6. Choose a For option:

   • If A Single Employeeis chosen:

     • Enter employee name in Search Employees.

     • Select correct employee from offered list of results.

       

   • If All Employeesis chosen, no further options are required.

     • Select Exclude employees that already received P11D emails for this period if required.

       

7. Select Download P11D (if required).

8. Select Preview P11D (if required).

   

9. Select Email P11D (if required).