To create and submit a P11D form within Payroll.
Please note: There is no need to run a payroll to create and submit a P11D form. It can be submitted only for the last financial year.
Navigation: Payroll > Selected Client > Manage Payroll > Employees
Following the navigation process, a user is required to add an employee to create and submit a P11D form.
Navigation: Payroll > Selected Client > P11D > P11D Form
Once performed, a user can create a P11D form by clicking the ‘+ Create New Return’ option.
Once performed, a user will be directed to a form creation window. A user is required to fill in all mandatory fields to proceed.
Once performed, a user will be able to add benefits and expenses for a selected employee.
Once a relevant option is selected, a user is able to add this option to the form.
Navigation: Payroll > Selected Client > P11D > Submit > P11D
Once completed, a user is able to review a P11D form and carry on with the submission process by clicking the ‘ Submit P11D ‘ option.
Once performed, a user is able to select a relevant employee or, if required, all employees.
Once performed, a user is able to follow the three-step process to submit a P11D form.