Create New Tax Year

Archive Old Year (if completed old tax year)

Merge benefits you wish to carry over (None in your case)

Prepare Import Files

Add/Update Employees (Import/Manual)

Import Company Cars

Import Vans

Allocate Cars to Employees

Allocate Vans to Employees

Import Medical Benefits

Add other benefits via respective imports/user interface, as required

Run Reports for cross check ………
Use Benefit Report Types – for each section (Med Bens, etc)

Prepare communication with employees (Benefits Statement or P11D Facsimilie)
Set Notes and Company Logo as required for Ben Statement letter (and Email Body Text to suit). There are no notes for a P11D Facsimile (only email notes / body text).

Issue to Operational Centre for onward distribution 

  • FIND – Location/Cost Centre/Department 
  • Setup Filter – All ee’s with Bens (Active lookup)
  • Run import wizard for applicable document – Report: Active Lookup, Destination: File (PDF)
  • Concatenate for a single file or uncheck concatenate if you wish to have an individual PDF for each person (if individual PDFs - recommend creating a receiving folder for each “Location”

Issue to Employee by Email (this example includes emailing leavers)

  • Setup Filter – All ee’s with Bens (Employer), then All ee’s with Email address (Active lookup)
  • Run import wizard for applicable document – Report: Active Lookup, Destination: Email

Issue to Employee by Post

  • (Setup Filter – All ee’s with Bens (Employer), then All ee’s withOUT Email address (Active lookup)
  • Run import wizard for applicable document – Report: Active Lookup, Destination: File(PDF) or Printer

Option 1 - End of Year – Print and Post (Print P11Ds and P11D(b)) for Employer

Option 2 - End of Year – FBI (RUN Prepare Submission – if content is as expected – Submit)

Note: If duplicate NI Number/Employer records with Benefits on both, you will be invited to merge records to one employee record ahead of submission. (This can be initiated before the test submission by using the “Recalculate Benefits” option under Tools)



Click Printer icon on FBI screen to obtain P11D(b) for the FBI submission (Shows Submission details including Correlation ID) OR Go to Reports>Employer>Employer Declaration for Paper Return (Include printed P11Ds

Run p11d(b)_class1a_nic_summary_by_p11d_section (or Cost Centre) for analysis/recharge (if needed)

Pay Class1(a) to HMRC



Use HMRC Amendments form if you need to edit a person’s return AFTER live submission ***don’t forget the revision to the P11D(b) position that may occur as a result!
(Use the Employer Report - Employer Declaration P11D(b) to accompany the amended P11D(s) for the individual(s) concerned