P11D Report for Employees

After recording benefits and reporting them to HMRC, you will want to provide your employees with a summary of what’s been reported to assist them with their tax returns.

This report can be accessed in one of two ways.

Via the EXB

If you’ve already created your EXB for submission to HMRC then go to it under the RTI tab.
Expand the employee name and click the button to view the P11D report. This can then be downloaded in PDF format

Via Reports menu

Click on “Reports” in the main menu.

In the Statutory Reports section you’ll see an entry for P11D. Click it.

Search for the employee by starting to type his or her name and then select him/her from the resulting drop-down list.

You can now preview the P11D and export it to PDF.

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