Produce P11D working sheets

Create a P11D to detail benefits and expenses

1. Go to Reports.
2. Select Statutory.
3. 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..
4. Select the Tax Year.

5. Select a For option:

   • If A Single Employee:

     • Enter the employee's name in Search Employees.

     • Select the correct employee from the list of results.

   • If All Employees is chosen, no further options are needed:

     • If required, select Exclude employees that already received P11D emails for this period.

       

6. Select Download P11D, Preview P11D, or Email P11D.