- How to get started and use the P11D?
- To get started with P11D please follow the steps below:-
1. You are currently signed up to use the P11D/P9D for the tax year 2018 - 19.
If you wish to use the P11D for the tax year 2007 - 08 please call us on 0208 248 3767 and we will set up for you over the Internet.
Please read this guide completely before you click on any button.
2. When you have read this quick user guide please click on the yellow Continue button at the left hand corner and go to the Assign Benefit page.
3. Creating Employee.You have to add the employee's record before you can use the package. Use the Add New Employee option to enter the details of the employee for whom you wish to process the P11D or P9D. When the employee's record is created you will see the employee appear in the left hand employee list section.
4. Process P11D To process the P11D or P9D you simply select an employee under the Select button and then choose the appropriate button for the Benefit you wish to assign to that employee.
Click the yellow Assign Benefit button and you will then be able to enter the benefit details.
5. Process Next Benefit. After you complete the assigning of one benefit you can keep repeating the process described in point 4 to assign further benefits.
6. Edit Assigned Benefit. If changes need to be made to an assigned benefit you should go to the top button "Process P11D" and choose the View Edit button. Follow through the intuitive driven button and it will take you to the benefit you wish to make the amendment to.
7. Chart of Setup Our user friendly P11D has set the most commonly used benefit items in the Chart of Set Up.
If you wish to create additional benefit items, on top of those we have already provided, please go to the Employer / Setup button at the top and click on P11D Chart of Setup. You will then be able to create the new benefit items in your own Chart of Setup.
8. E-Filing You can E-File the P11D / P9D / P11D(B), as well as the quarterly P46(car), to the HM Revenue & Customs in this package. The E-Filing is based on XML technology and is accredited by the HM Revenue & Customs..
Go to the E-filing button at the top, select "E-file set up" from the drop down to enter your filing by Internet User ID and Password.
After you have set up the E-File User ID and Password you should go back to the E-filing button at the top and further select the "E-file P11D / P9D" from the drop down.
Please complete the P11D (B) approval process and then follow the steps through to E-File.
9. Reports Go to the top button "Reports" and select the reports from the drop down. You will be able to choose to view or print the various reports of your choice.
10. Where to get help
If you need further guidance please click on the following:-
10.1 Quick Links
You will find a (question mark image will come here)or (question mark image will come here)beside many of the key fields. These are quick links that provide you with immediate help relating to a particular field. Simply click on one and a pop-up will display the help for that field.
10.2 Context sensitive help
If you are unsure on any section simply click on the nearest (question mark image will come here) and a pop-up will display the help topic specifically relating to the section you are in.
10.3 Main help file
Our main help file, located on the tool bar at the top of the page, contains more detailed advice on payroll practices, how to use our program, and also includes a glossary.
11. 3 Zone Concepts. The package operates with a 3 Zone concept. The top buttons are called Tasking zone buttons for you to select which task you wish to perform.
Tasking Zone buttons include "Employer / Setup", "Employee", "E-filing", "Process P11D", "Car Fuel", "Report" and "Other". By selecting the tasking buttons and its associated items you can switch from one task to next quickly.
Action Zone: once you select a task, the selected screen will appear for you to enter data/take action in.
Confirmation Zone: these are usually Yellow coloured buttons such as Assign Benefit, Save, Continue, Done, Cancel etc. Use these buttons are to confirm the data/action you have just taken.