At the end of the installation process, the system will attempt to register and activate the installation with the P11DOrganiser’s web service.

The activation screen will be displayed as below:



Enter your serial number and company name exactly as per the joining pack or registration email, (the company name is case sensitive) once entered, clicking on the “OK” button will check your details with the registration server and complete the rest of the activation process.  Should the information not be exactly as specified you will get the following message.


incorrect information provided 



If the system will not activate using the web service (you may be forbidden to access the internet because of your security settings/firewalls etc.) The system will display a series of pop-up dialogue boxes:-



could not establish web connection - 

allows manual registration, if this is a permanent failure



In these circumstances you will need to whitelist www.myp11d.com to allow for the system to activate and also inform you when new software has been made available for update. Whilst you are reviewing your communication restrictions it is worth checking that transaction-engine.tax.service.gov.uk is also whitelisted.



Having now successfully installed and registered the software, the main P11D Organiser program will launch for the first time and you will be presented with a login screen shown below:

 


User name - The software will create a username based on the Windows system login of the person that installed the program (probably a member of the IT Team). Over-type the username with the word ADMIN.


Password – Enter the “Initial password” that is provided in the joining pack/email to gain access the system for the first time and click “OK” to proceed.



Change Password - Having entered the “Initial password” the system will display a “Change Password” screen. Re-enter your “initial password” in the “Current password” field and then enter a password of your choice in the “New password” field and confirm it in the “Confirm password” field. Please note that the passwords are cAsE sensitive! Please observe the password requirements i.e. length and makeup.


Once this process is complete, the software is fully installed and ready to use.


System users - You will now be required to set up your own user accounts and passwords for the intended P11D system users. The system will launch into the ADMIN role allowing you to do this. 



For further information on using the ADMIN screen and setting up user accounts, please refer to its own guidance notes here.