"Plus 1" Training for the P11D Organiser

Background

 It is fair to say that you would not allow your payroll to be run by people who have not gone through a training program, so why would you consider doing anything that requires a submission to HM Revenue and Customs without professional training first?

The process of preparing and submitting P11Ds should, and can, be simple – and organised. The P11D Organiser is designed to be a user friendly, intuitive system to guide you through the reporting process, but with our experienced trainers by your side, we can ensure that your reporting requirement is prepared and processed efficiently. We can also support you in maximizing your use of the software; making sure you are getting the best return from your investment in the P11D Organiser.

We do offer an extensive set of 'self help' articles and videos (we have a YouTube channel), meaning you can get up to speed without our help, but if you want a more personalised approach, maybe one of the offerings below would suit.

All our training is personally delivered by our specialists over the web, usually using Microsoft Teams, but we can also use Zoom or GoToAssist. We structure the sessions to ensure you get both instructional training and a chance to get ‘hands on’ and subsequently ask questions. This is not just a click through web experience, it is a fully interactive session designed to suit your needs.

The “Plus 1” Package

This package offers the ability to get a great understanding of the key features of the system. We will run through all the key areas of the software (see below) and tailor the sections to meet your needs in the main session. We will touch on administration and general usage, but also on the common mistakes that appear in spreadsheets – we aim to put you in the best position to be self-sufficient.

If you so choose, our trainer will offer to record the session and make it available for you to re-watch, meaning you can review complex areas at your leisure. We will then leave you to start using the software and working with your own data. However, because there will always be questions and areas that are unclear, we will pencil a second session (the 'Plus1"!) to cover all your questions and deal with any ‘customer specific’ issues you may have run into.

Is this only useful for new users?

No, not at all, training is designed to cater for all types of users; it’s for people who are new to the software and for more experienced users that are looking to brush-up on its use or perhaps wish to deal with the introduction of a new reportable benefit for your company. It could also be that you have introduced new back-office systems and require assistance in the preparation of the data ready for year-end reporting.

What topics are covered?

As an “Introduction to the P11D Organiser”, we will present the following elements, but this can also be tailored to be more focussed, based on your own reporting requirements:

• Accessing the system
• System Navigation
• Importing data from external systems
• Manual Data entry
• Building Report Lists
• Creation of HMRC documents and Management Reports
• Electronic Submission to HMRC – End of Year
• Rolling forward into a new year and data merging/archiving

Ad-Hoc Training or Assistance

Not all customers require a ‘complete package’, so if you just want one of our trainers to spend an hour or two going through specific areas of the P11D Organiser with you, then we are happy to offer that as well. Just get in touch with us – we will discuss your needs and put together something that will meet your requirements.

How Much Does Training Cost?

The "Plus 1" Package costs £395.00, and ad-hoc training can be provided at a cost of £145.00 per hour. Both prices are exclusive of VAT.

How do I arrange this with you?

Simply register your interest or drop us an email to [email protected] and we'll be in touch. Alternatively, give us a call on 0161 820 7113 and one of the team will be happy to discuss your requirements.