Introduction



To begin using the P11D Organiser you will need to have at least one "employer" set up in the system. When you access the P11D Organiser for the first time, the system will automatically take you to the ‘Add Employer’ screens to create the first (and possibly only) employer record.


ADDING A NEW EMPLOYER RECORD

If you are creating additional employers you can access this via the ‘Add’ button on the View Employers Screen - Toolbar Icon:


 

These details can be edited at any time by clicking on the Edit button on the View Employers Screen. E.G. for a change of PAYE reference or a change of address etc.





Data Entry Options




The following table is a brief description of each field of the ‘Add Employer’ screen:


1 - Company Details

PAYE RefEnsure that the correct PAYE tax office reference number is entered. This can be found on any correspondence you have received from the tax office. Do not confuse this number with the accounts reference number.
Employer name

Add or edit the employer’s name here

Contact

Enter the name of the person who will be dealing with enquires here. (Optional) 

Email address

Enter the Email address of the company’s contact here. Generally this field should be left blank UNLESS you are acting as a bureau or agent for a company. This is because this Email address will be the default address to whom all Emails will be sent to if an employee doesn’t have an email address in their Employee Record (functionality prior to version 2015)

Telephone

Enter the telephone number of the main employer contact here. (Optional)

FaxEnter the Fax number of the main employer contact here. (Optional)
AddressEnter the Employer address here.
Commercial Lending Status

*The Commercial Lending Status check box should ONLY if you are a Commercial Lender (e.g. Bank/Building society)




2 - HMRC Details

PAYE RefEnsure that the correct PAYE tax office reference number is entered. This can be found on any correspondence you have received from the tax office. Do not confuse this number with the accounts reference number.
Accounts Office Reference 

Enter your Accounts Office Reference Number here. This number appears on your P11Db Class 1A NIC summary form for the year

Tax District

Displays the HMRC name

Address

Displays the HMRC postal address for the P11D Support team BP1102 in Newcastle-Upon-Tyne



3 - Company Settings

Naming convention for file outputA drop-down to select the desired naming convention of email attachments that are sent to employees. For example selecting "ID_2+REPORTNAME" would use the system generated unique employee ID and the name of the report sent e.g. "499_P11D_Benefits_Statement_20172018.PDF"
Password protection for email attachments Used by the email recipients to unlock the PDF file attachment. A toggle to select to Password Protection (YES/NO)

A way to select the Password make up (DOB, PAYROLL, NI_NUMBER etc.) 

Company logo

A way to replace the system default reports logo that is used in the employee benefit statement reports. Browse to select the location and file to be used.



4 - Notes

NotesEnter any pertinent notes to be recorded against the selected "Employer"







Once all the employer details have been entered into the systems, click the OK button to save the details. If this is a new company then you are presented with the following message box:



 

By clicking ‘Yes’ you are presented with the Add/Edit Employees screen where you can start to input an employee record. If you wish to import data, choose the "No" option and then go to the File Menu to select the import wizard.


Having added an Employer record, any of the details entered can be subsequently changed/edited by selecting the 'Edit Employer' Icon.



Remove/Delete Employer records

The Employer record can be deleted using the delete button. The deletion/removal is per Tax year, so employer records that are no longer required can be safely deleted for the selected tax year but still available in previous years.


Using the "Delete" button to delete the employer record will offer to firstly to delete any benefit records assigned in the current Tax year, then the employee records attached to the employer record and then finally the "Employer" record itself. This deletion process is password protected so as to prevent any unintended deletions and will ask the user to confirm their password before removing both the benefits & employee records.




Password protection - stage 1 - confirmation to delete benefit records



Password protection - stage 2 - confirmation to delete benefit records


Pop-up dialogue warning - stage 3 - delete employer record