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, 25 Sep, 2019 at 9:39 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, 30 Sep, 2019 at 1:52 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...
Tue, 1 Oct, 2019 at 12:37 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) ...
Fri, 6 Sep, 2019 at 11:20 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...
Tue, 2 Apr, 2019 at 2:45 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  or.....
Thu, 3 Oct, 2019 at 10:31 AM
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...
Fri, 11 Oct, 2019 at 10:26 AM
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...
Tue, 2 Apr, 2019 at 4:03 PM
Administration - System Configuration and Setup
Administration - Email Configuration System settings and configuration provides a way of applying specific system settings to cater for the P11D Organise...
Thu, 18 Apr, 2019 at 3:05 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, 4 Apr, 2019 at 11:03 AM