Using the P11D Organiser

P11D Organiser Quick Start Guide
Introduction Below is a quick guide to using the P11D Organiser system, and is intended to get you up and running as quickly as possible. All of th...
Wed, 18 Apr, 2018 at 11:54 AM
Importing Data
Import File Preparation This document is designed to help you through the P11D Organiser importing process. Although the import process is rela...
Mon, 18 Feb, 2019 at 2:10 PM
HMRC Filing - End of Year Filing by Internet - FBI
General and Background Information P11D Organiser has the facility to submit benefits & expenses data to HMRC via the internet through a pr...
Mon, 18 Feb, 2019 at 2:27 PM
Reporting
General Information about Reporting The system provides a number of substitute HMRC facsimiles. These are exact copies of the HMRC forms P11D, P11D (b) ...
Mon, 9 Apr, 2018 at 9:27 AM
Managing Employees
Adding or Editing Employee Details When you access the P11D Organiser for the first time, the system will automatically take you to the ‘Add Emplo...
Fri, 25 Jan, 2019 at 4:26 PM
Creating a New Tax Year - Archiving and Merging Benefits
Initiating the Create New Year Process Whilst already logged into the system, select Tools>Year end>3. Open new tax year  This wil...
Mon, 18 Feb, 2019 at 2:12 PM
HMRC Filing - P46(car) Filing By Internet - FBI
General and Background Information HMRC recommends that a P46(car) return is made on a quarterly basis at the very least, although the P11D Organi...
Mon, 18 Feb, 2019 at 2:12 PM
Managing Employers
Introduction To begin using the P11D Organiser you will need to have at least one "employer" set up in the system. When you access t...
Mon, 18 Jun, 2018 at 10:59 AM
Administration - System Configuration and Setup
Administration - System Configuration and Setup System settings and configuration provides a way of applying specific system settings ...
Mon, 18 Feb, 2019 at 2:14 PM
Benefits Profile
Benefits Profile - Employee Selecting the “P11D” benefits profile icon from the employee details screen will display the benefit records assigned to the e...
Thu, 26 Apr, 2018 at 3:42 PM