Recording a Benefit

To record a benefit for an employee:

  1. Select Employees from the main menu and search for the relevant employee.
  2. In the employee record, choose the Benefits tab. Here any previously recorded benefits are listed. As Tax years separate the benefits, choose the correct one from the drop-down list.
  3. Select + Add benefit.
  4. Enter a Description and select the relevant benefit Type.
  5. Choose how you intend to report the benefit by setting the Declaration Type to either P11D or PAYE.
  6. Select Create Benefit.
  7. You can now add further details. The fields shown will depend on the benefit type selected.

Notes

  • Once you’ve created a benefit, you can’t change the type.


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