Manual data entry

Benefit and expenses records are assigned to an employee record within the system. 

 

The software will require a certain amount of information in order to calculate a benefit in kind value. The information required to be entered is particular to each section of the P11D.  

 

How to manually enter a Section M benefit:


Select the employee record to that you wish to assign the benefit to



Select benefit section “Section M” from the drop-down benefit selector – or click on the “Section M” icon at the top of the screen.


Click the ADD button.

Select from the list of existing benefit descriptions for this P11D section and click OK - or click the ADD button to enter a new benefit description of your own.



The following data points are used to calculate the benefit in kind for this benefit type:

  • Date of payment
  • Amount paid by the employer 
  • Amount made good by employee or from which tax deducted




Having entered the necessary details of the benefit, click on SAVE to save the record.