Produce P11D working sheets

Generate a P11D to detail benefits and expenses

1. Open the required company.

2. Go to Reports.

3. Select Statutory.

   

4. Select 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..

   

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).