Recording a Benefit

To record a benefit for an employee first find the relevant employee record. This can be found by clicking on “Employees” in the main menu and then searching for the employee.

One you are viewing the employee record, switch to the “Benefits” tab.

Any previously recorded benefits are listed here. They are separated by tax year, so ensure you have the correct year selected in the drop-down list at the top-left of the page.

Click the button to add a benefit.

You’ll first be asked to enter a description and select the relevant benefit type.

Choose how you intend to report the benefit by setting the Declaration Type to either P11D or PAYE.

Click ‘Create Benefit’.

You’ll now be able to 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.

Need more help? Email hello@staffology.co.uk