Payment Item Code *

Payment Type* = required fields.
Link to HMRC Pay Item Details

  Include in gross pay for Occurrence  Remark   Action 
PAYE
purposes?
Nic's
purposes?
Pension
purposes?
Qualify Earning
for AE 
BAS001 BASIC PAY    Yes Yes Yes Yes Recurring Preset Edit
OVR025 Overtime Yes Yes Yes Yes Non-Recurring Preset Edit
OVR105 Overtime 1 Yes Yes Yes Yes Non-Recurring Preset Edit
OVR202 Overtime 2 Yes Yes Yes Yes Non-Recurring Preset Edit
OVR302 Overtime 3 Yes Yes Yes Yes Non-Recurring Preset Edit
OVR402 Overtime 4 Yes Yes Yes Yes Non-Recurring Preset Edit
OTP005 Other Payment Yes Yes Yes Yes Non-Recurring Preset Edit
COM015 Commission Yes Yes Yes Yes Non-Recurring Preset Edit
ALW020 Allowance Yes Yes Yes Yes Non-Recurring Preset Edit
BON032 Bonus Yes Yes Yes Yes Non-Recurring Preset Edit
NOH018 Normal Holiday Yes Yes Yes Yes Non-Recurring Preset Edit
AHD021 Advance Holiday Yes Yes Yes Yes Non-Recurring Preset Edit
TRP033 Taxable Redundancy Pay Yes Yes Yes Yes Non-Recurring Preset Edit
NTR025 Non-Taxable Redundancy Pay No Yes Yes Yes Non-Recurring Preset Edit
TSP054 Tips and Service Pay through tronc Yes No No No Non-Recurring Preset Edit
TSP037 Tips and Service Pay through Employer Yes Yes Yes Yes Non-Recurring Preset Edit
TAX062 Tax Credit No No No No Recurring as Appropriate Preset Edit
SSP007 SSP / SMP / SAP / SPP Yes Yes Yes Yes Recurring as Appropriate Preset Edit
TXE056 Taxable Expenses payment Yes Yes Yes Yes Non-Recurring Preset Edit
NTX069 Non-Taxable Expenses payment No No No No Non-Recurring Preset Edit
ABP023 Absence Pay Yes Yes Yes Yes Non-Recurring Preset Edit
TCLS47 Trivial commutation lump sum (TCLS) - Taxable Yes Yes Yes Yes Non-Recurring Preset Edit
SPPS20 Small pot lump sum payments from personal pension schemes - Taxable Yes Yes Yes Yes Non-Recurring Preset Edit
SPOP21 Small pot lump sum payments from occupational pension schemes - Taxable Yes Yes Yes Yes Non-Recurring Preset Edit
TCLS50 Trivial commutation lump sums (TCLS) - Non-Taxable No Yes Yes Yes Non-Recurring Preset Edit
SPPS25 Small pot lump sum payments from personal pension schemes - Non-Taxable No Yes Yes Yes Non-Recurring Preset Edit
SPOP29 Small pot lump sum payments from occupational pension schemes - Non-Taxable No Yes Yes Yes Non-Recurring Preset Edit
FDTP20 Flexible drawdown taxable payment Yes Yes Yes Yes Non-Recurring Preset Edit
FDTP25 Flexible drawdown non-taxable payment No Yes Yes Yes Non-Recurring Preset Edit
  User Defined
 

 

Benefits In Kind (P11D) Setup
 

Benefit Payment Name *
(*) = required fields.

Include in Gross pay for Occurrence  Remark  
PAYE Tax  Class 1 NIC
Employer  
Class 1 NIC
Employee 
Class 1A NIC
Employer
Add to Pension Calculation  For AE
Assessment 
A Assets transferred (cars, property, goods or other assets)                
BA01 - Convertible Assets Transferred Yes Yes Yes No Yes Yes Non-Recurring Preset
BA02 - Notional Stocks And Shares Yes No No Yes No No Non-Recurring Preset
BA03 - Notional Precious Metals Yes No No Yes No No Non-Recurring Preset
BA04 - Company car transferred Yes No No Yes No No Non-Recurring Preset
BA05 - Property (house, land) Yes No No Yes No No Non-Recurring Preset
BA06 - Household goods/furniture Yes No No Yes No No Non-Recurring Preset
BA07 - Computer/electronics (ownership transferred) Yes No No Yes No No Non-Recurring Preset
BA08 - Mobile phone (ownership transferred) Yes No No Yes No No Non-Recurring Preset
BA09 - Artwork/antiques/collectibles Yes No No Yes No No Non-Recurring Preset
BA10 - Tools/equipment (ownership transferred) Yes No No Yes No No Non-Recurring Preset
BA11 - Others Yes No No Yes No No Non-Recurring Preset
B Payments made on behalf of employee                
BB01 - Payments reimbursed to the employee Yes Yes Yes No No No Non-Recurring Preset
BB02 - Notional Savings Certificate Yes Yes Yes No No No Non-Recurring Preset
BB03 - Notional Premium Bonds Yes Yes Yes No No No Non-Recurring Preset
BB04 - Notional Private Petrol Allowances No Yes Yes No No No Recurring Preset
BB05 - Notional Private Telephones No Yes Yes No No No Recurring Preset
BB06 - Personal utility bills (electricity, gas, water) Yes Yes Yes No No No Non-Recurring Preset
BB07 - Personal rent or mortgage payments Yes Yes Yes No No No Non-Recurring Preset
BB08 - Employer pays employee’s School/Tuition fees Yes Yes Yes No No No Non-Recurring Preset
BB09 - Personal insurance premiums (life, home, car) Yes Yes Yes No No No Non-Recurring Preset
BB10 - Non-approved subscriptions (golf club, gym) Yes Yes Yes No No No Non-Recurring Preset
BB11 - Approved professional subscriptions (HMRC approved list) No No No No No No Non-Recurring Preset
BB12 - Self assessment tax bill or Capital Gains Tax Liability Yes Yes Yes No No No Non-Recurring Preset
BB13 - Employee personal accountant fees/services Yes Yes Yes No No No Non-Recurring Preset
BB14 - Others Yes Yes Yes No No No Non-Recurring Preset
C Vouchers or credit cards                
BC01 - Cash vouchers (e.g., gift vouchers redeemable for cash) Yes Yes Yes No No No Non-Recurring Preset
BC02 - Childcare vouchers excess over qualified amount Yes Yes Yes No No No Non-Recurring Preset
BC03 - Non-cash vouchers (e.g., store vouchers for goods/services) Yes No Yes No No No Non-Recurring Preset
BC04 - Luncheon vouchers (cash) Yes Yes Yes No No No Recurring Preset
BC05 - Luncheon vouchers (non-cash) Yes No Yes No No No Recurring Preset
BC06 - Season ticket or travel vouchers for personal commuting (cash) Yes Yes Yes No No No Non-Recurring Preset
BC07 - Season ticket or travel vouchers for personal commuting (non-cash) Yes No Yes No No No Non-Recurring Preset
BC08 - Christmas gift vouchers (cash) Yes Yes Yes No No No Non-Recurring Preset
BC09 - Christmas gift vouchers (non-cash) Yes No Yes No No No Non-Recurring Preset
BC10 - Employer credit/debit/charge card used for personal purchases Yes Yes Yes No No No Non-Recurring Preset
BC11 - Employer card used on employer’s behalf, clearly business No No No No No No Non-Recurring Preset
BC12 - Employer card used on employer’s behalf, but without permission Yes Yes Yes No No No Non-Recurring Preset
BC13 - Non-approved club/gym vouchers supplied by employer (cash) Yes Yes Yes No No No Non-Recurring Preset
BC14 - Non-approved club/gym vouchers supplied by employer (non-cash) Yes No Yes No No No Non-Recurring Preset
BC15 - Approved professional subscription vouchers (HMRC list) No No Yes No No No Non-Recurring Preset
BC16 - Others No No Yes No No No Non-Recurring Preset
D Living accommodation Employee Nil Nil   No No Non-Recurring Preset
BD01 - Employer-provided accommodation Yes Yes Yes No No No Non-Recurring Preset
BD02 - Job-related accommodation Yes Yes Yes No No No Non-Recurring Preset
E Mileage allowance and passenger payments                
BE01 - Business mileage in employee’s own car above approved rates Yes Yes Yes No No No Non-Recurring Preset
BE02 - Business mileage in employee’s own car at or below approved rates Yes Yes Yes No No No Non-Recurring Preset
BE03 - Motorcycle mileage above approved rates Yes No Yes No No No Non-Recurring Preset
BE04 - Motorcycle mileage (own vehicle) at or below approved rates Yes Yes Yes No No No Recurring Preset
BE05 - Cycle mileage above approved rates Yes No Yes No No No Recurring Preset
BE06 - Cycle mileage at or below approved rates Yes Yes Yes No No No Non-Recurring Preset
BE07 - Passenger payments above approved rates Yes No Yes No No No Non-Recurring Preset
BE08 - Passenger payments at or below approved rates Yes Yes Yes No No No Non-Recurring Preset
F Cars and Car Fuel                
BF01 - Company Car & Car Fuel - One Yes Yes Yes No No No Non-Recurring Preset
BF02 - Company Car & Car Fuel - Two Yes Yes Yes No No No Non-Recurring Preset
BF03 - Company Car & Car Fuel - Three Yes No Yes No No No Non-Recurring Preset
BF04 - Electric cars (zero-emission) Yes Yes Yes No No No Recurring Preset
BF05 - Shared cars / part-year availability Yes No Yes No No No Recurring Preset
BF06 - Pool cars (meeting HMRC conditions) Yes Yes Yes No No No Non-Recurring Preset
BF07 - Company Car & Car Fuel Optional remuneration arrangements Yes No Yes No No No Non-Recurring Preset
G Vans and Van Fuel                
BG01 - Vans private use Yes Yes Yes No No No Non-Recurring Preset
BG02 - Van Fuel private use Yes Yes Yes No No No Non-Recurring Preset
BG03 - Van & Van Fuel available for private use Yes No Yes No No No Non-Recurring Preset
BG04 - Van & Van Fuel Commuting only (home ↔ work) Yes Yes Yes No No No Recurring Preset
BG05 - Pool vans (meeting HMRC conditions) Yes No Yes No No No Recurring Preset
BG06 - Electric vans Yes Yes Yes No No No Non-Recurring Preset
H Interest-free and low interest loans                
BH01 - Interest-free / Low-interest loan (balance > £10,000) Yes Yes Yes No No No Non-Recurring Preset
BH02 - Loan balance ≤ £10,000 (small loans exemption) Yes Yes Yes No No No Non-Recurring Preset
BH03 - Loan written off (waived by employer / treated as earnings) Yes No Yes No No No Non-Recurring Preset
I Private medical treatment or insurance                
BI01 - Insurance reimbursed to employee Yes Yes Yes No No No Non-Recurring Preset
BI02 - Notional Private Healthcare Yes Yes Yes No No No Non-Recurring Preset
BI03 - Notional Private Insurance Yes No Yes No No No Non-Recurring Preset
BI04 - Employer-arranged diagnostic tests or treatment (non-exempt) Yes Yes Yes No No No Recurring Preset
BI05 - Private medical or Dental insurance policy paid by employer Yes No Yes No No No Recurring Preset
BI06 - Health cash plan arranged and paid by employer Yes Yes Yes No No No Non-Recurring Preset
BI07 - Others Yes No Yes No No No Non-Recurring Preset
J Qualifying relocation expenses payments and benefits                
BJ01 - Qualifying relocation costs (> £8,000 total) Yes Yes Yes No No No Non-Recurring Preset
BJ02 - Relocation costs (household goods, furniture <= 8000) Yes Yes Yes No No No Non-Recurring Preset
BJ03 - Temporary living accommodation (short-term <= 8000) Yes No Yes No No No Non-Recurring Preset
K Services supplied                
BK01 - Counselling or wellbeing services Yes Yes Yes No No No Non-Recurring Preset
BK02 - Personal concierge/domestic services via employer’s contract Yes Yes Yes No No No Non-Recurring Preset
BK03 - Service provided under employer contract for private use Yes No Yes No No No Non-Recurring Preset
BK04 - Wholly business services (no private use, on employer’s behalf) Yes Yes Yes No No No Recurring Preset
BK05 - Others Yes No Yes No No No Recurring Preset
L Assets placed at the employee's disposal                
BI01 - Motorcycles or Boats or yachts (employer-owned, private use) Yes Yes Yes No No No Non-Recurring Preset
BI02 - Private aeroplanes Yes Yes Yes No No No Non-Recurring Preset
BI03 - Household appliances or furnishings (not transferred) Yes No Yes No No No Non-Recurring Preset
BI04 - Tools/equipment used personally (beyond business) Yes Yes Yes No No No Recurring Preset
BI05 - Telecommunications/internet equipment for private use Yes No Yes No No No Recurring Preset
BI06 - Others Yes Yes Yes No No No Non-Recurring Preset
M Other items (including subscriptions and professional fees)                
BM01 - Christmas boxes in Goods Yes Yes Yes No No No Non-Recurring Preset
BM02 - Subscriptions or fees reimbursed Yes Yes Yes No No No Non-Recurring Preset
BM03 - Employer pays employee’s professional indemnity insurance Yes No Yes No No No Non-Recurring Preset
BM04 - Employer pays employee’s personal membership / subscriptions Yes Yes Yes No No No Recurring Preset
BM05 - Trade union fees reimbursed by employer Yes No Yes No No No Recurring Preset
BM06 - Approved Professional subscriptions Yes Yes Yes No No No Non-Recurring Preset
BM07 - Miscellaneous personal services (not covered elsewhere) (cash) Yes No Yes No No No Non-Recurring Preset
BM08 - Miscellaneous personal services (not covered elsewhere) (non-cash) Yes Yes Yes No No No Non-Recurring Preset
BM09 - Others Yes No Yes No No No Non-Recurring Preset
N Expenses payments made to, or on behalf of, the employee                
BN01 - Notional Holiday Pay Yes Yes Yes No No No Non-Recurring Preset
BN02 - Employee’s personal credit card bill paid by employer Yes Yes Yes No No No Non-Recurring Preset
BN03 - Employee’s personal travel costs (non-business) Yes Yes Yes No No No Non-Recurring Preset
BN04 - Employee’s personal mobile phone contract paid by employer No Yes Yes No No No Recurring Preset
BN05 - Employee’s personal utility bills (gas, electricity, water) No Yes Yes No No No Recurring Preset
BN06 - Employee’s personal rent or mortgage payments Yes Yes Yes No No No Non-Recurring Preset
BN07 - Employee’s personal insurance premiums (life, car, home) Yes Yes Yes No No No Non-Recurring Preset
BN08 - Employee’s personal subscription fees (non-approved bodies) Yes Yes Yes No No No Non-Recurring Preset
BN09 - Employee’s personal school fees Yes Yes Yes No No No Non-Recurring Preset
BN10 - Payments for use of home telephone Yes Yes Yes No No No Non-Recurring Preset
BN11 - Travelling and subsistence payments or amount foregone No No No No No No Non-Recurring Preset
BN12 - Entertainment - Cost to you or amount foregone Yes Yes Yes No No No Non-Recurring Preset
BN13 - Non-qualifying relocation expenses (not shown in sections J or M) Yes Yes Yes No No No Non-Recurring Preset
BN14 - Other payments made on behalf of the employee Yes Yes Yes No No No Non-Recurring Preset
BN15 - Others Yes Yes Yes No No No Non-Recurring Preset
X User defined Benefits                
User Defined