Feature/Function

Description

 

 

System

 

Multiple PAYE references

Support to maintain and manage multiple companies/PAYE references

Multi-user access

Support for multiple concurrent operators to be able to log in and work on benefits data across multiple employers

Manual Benefit data entry

Ability to add and edit data on a per employee basis across all benefit types including

 

A - Assets transferred (cars, property, goods or other assets)

 

B – Payments made on behalf of the employee

 

C – Vouchers and credit cards

 

D – Living accommodation

 

E – Mileage allowance

 

F – Cars and car fuel

 

G - Vans

 

H – Interest free and low interest loans

 

I – Private medical treatment or insurance

 

J – Qualifying relocation expenses payments and expenses

 

K – Services supplied

 

L – Assets placed at the employee’s disposal

 

M – Other items

 

N – Expenses payments made to, or on behalf of, the employee

 

 

Importing

 

Flexible import routines with full validation

Import routines for each section of the P11D and employee data with section specific business logic including

 

Employee details ADD/UPDATE

 

Employee details Update Only

 

A - Assets transferred (cars, property, goods or other assets)

 

B – Payments made on behalf of the employee

 

C – Vouchers and credit cards

 

E – Mileage allowance

 

F – Cars and car fuel

 

G - Vans

 

H – Interest free and low interest loans

 

I – Private medical treatment or insurance

 

K – Services supplied

 

L – Assets placed at the employee’s disposal

 

M – Other items

 

N – Expenses payments made to, or on behalf of, the employee

Import from any Payroll/HR system via Excel or CSV files

Ability to import .CSV/.XLS and .XLSX files

 

 

Reporting

 

Flexible report naming

User configurable name configuration

Choice for report formats

CSV, XLS, XLSX, PDF, Print

Provision of HMRC approved P11D, P46 and P11D(b) documents

Ability to output HMRC approved documentation

Customised benefit statements

Ability to customise the text that is shown on benefit statements

Customised email notifications

Ability to customise the body text of emails

Custom benefit statement logos

Ability to upload bespoke logos for display on benefits statements

Full range of employer reports

P11D(b) Employer’s Declaration

 

P11D(b) Class 1A NIC Summary by P11D section

 

P11D(b) Class 1A NIC summary by cost centre

 

P11D(b) Class 1A NIC summary by employee

 

List employees with all associated details

 

List employees with P11D sections applied

 

List employees with Taxable Values

 

List all employees

 

Benefits & expenses distribution report

 

Benefits & expenses distribution report summary

Full range of employee reports

Interest free and low interest loans – joint borrowers report

 

P11D Facsimile

 

P11D Facsimile Part

 

P11D Benefits Statement

 

P11D Benefits Statement (Bespoke)

 

P11D Benefits Statement (Modern)

 

P11D Taxable Benefits Statement

 

P11D Taxable Benefits Statement (Bespoke)

 

P11D Taxable Benefits Statement (Modern)

 

P46(car)

 

P46(car) Reprint

 

Employees Part 5 ITEPA2003 expenses claim form

 

Employees Business Mileage Statement

 

Employees Business Mileage Declaration

Full range of benefit reports

A - Assets transferred (cars, property, goods or other assets)

 

B – Payments made on behalf of the employee

 

C – Vouchers and credit cards

 

D – Living accommodation

 

E – Mileage allowance

 

F – Cars and car fuel

 

G - Vans

 

H – Interest free and low interest loans

 

I – Private medical treatment or insurance

 

J – Qualifying relocation expenses payments and expenses

 

K – Services supplied

 

L – Assets placed at the employee’s disposal

 

M – Other items

 

N – Expenses payments made to, or on behalf of, the employee

Full range of periodic reports

P46(car)

 

P46(car) movements by employee

 

P46(car) reprint

 

P46(car) Movements by employee reprint

 

Company Car Class 1A National Insurance

 

Company Car Fuel benefit VAT

 

Absent Business Mileage

 

Input Business Mileage

 

Employees Business Mileage Declaration

 

Export to Accounts

 

Export to Payroll

Full range of fleet reports

Company car movements by registration number

 

Company car allocated listing and validation

 

Company car unallocated listing and validation

 

Company car private use contributions by employee

 

Company car capital contributions by employee

 

Company car private fuel benefit by employee

 

Company car non-exclusive use

 

 

Email

 

Emailing of benefit statements/P11Ds to employees

Connections to various email systems (SMTP, Outlook, Google GSuite & Office 365) to allow the sending of P11Ds and benefits statements

 

Read receipt request

 

Delivery receipt request

 

HTML mail generation

 

Setting of sensitivity

 

Setting of importance

 

SMTP mailer server configuration

 

 

Compliance

 

HMRC approved car calculations

Ability to calculate car benefits in line with HMRC documented procedures

HMRC approved loan calculations

Ability to calculate beneficial loans in line with HMRC documented procedures

HMRC approved forms

P11D, P11D(b), P46(car) and P9D (historic)

HMRC Government Gateway communication for P11D & P11D(b)

Ability to connect to the Government Gateway and transmit compliant XML for submission of data

HMRC Government Gateway communication for P46(car)

Ability to connect to the Government Gateway and transmit compliant XML for submission of data

 

 

Maintenance

 

Web based help/guides

Constantly updated help and assistance via the internet

Inbuilt database utilities

Re-index, run diagnostic etc.

Web-based software updates

System configurable connection for legislative updates

Data export

Ability to export all data held within the system

Audit trail

Date and time stamped production by employee

User role configuration

Ability to apply roles to individual to restrict access to key functions

User management tool

Setting/resetting passwords, managing lockout and user creation

User security management

Ability to set up password length, time lockout etc.

Application communications settings

Configurable proxy settings

Benefit alignment

Check benefits for pre- and post-employment assignment

Archive

Functionality to archive data in separate financial years