To add a P11D form, select the relevant tax year and click “+ P11D”. Choose the appropriate form type (P11D or P46), select the pay frequency and the employee, and click "Save". Then click “+ Expenses and Benefits”, select the applicable expenses or benefits, enter the required details and click "Save".
Creating a new P11D
Adding expenses and benefits
Downloading the form
Users can download P11D expense and benefit forms and their working sheet either combined or separately, depending on their requirements.
P11D - Form preview
P11D(b)
In addition to individual P11D forms, employers are required to submit a P11D(b), which summarises the total taxable benefits provided to all employees and the Class 1A National Insurance contributions due.
P11D(b)
Submitting P11D
Finally, go to the submission section, select the relevant expenses and benefits, and submit the return. Users also have the option to submit the P11D(b) form either separately or together with the P11D forms.
Submitting a P11D
Saving P11D
In addition, the P11D forms for all employees are automatically saved in the documents section of the CRM for future reference.
