Loan benefit import fields

Use the example files as a starting point.

Field name Notes
Payroll Code  
First Name  
Last Name  
Tax Year Start of the tax year. Must begin with Year and contain no spaces. For example Year2023.
Type Loans
Declaration Type Can only be: 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 Loan
Loan Made  
Loan Discharged  
Starting Balance  
Closing Balance  
Max Balance in Year  
Interest Paid  
Cash Equivalent  
Full Tax Months  
Monthly Value  
Official Interest  

Good to know...

Example...