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What is a P11D?
A P11D form is used to report taxable benefits that you give to your employees at the end of every tax year which has not already been included in your payroll. Typical examples include healthcare, company cars, and living accommodation.
You can read our Guide to Benefits in Kind article if you'd like more information.
Adding your P11D reportable benefits to Pento
You can access the P11D management area by clicking on Documents in the sidebar and then clicking on the P11Ds and P11D(b) option. You can manage all your reportable benefits and settings within this area of Pento.
Creating your benefits
When you are ready to upload your P11D benefits into Pento, you will first need to click into the tax year the benefits belong to.
Once inside, you will see a list of any existing reportable benefits and a button to add a new P11D benefit.
Categorising your benefits
When uploading your benefits, it is up to you how you wish to categorise and name them.
Reportable benefits under different categories must be set up as separate benefits within Pento. Any reportable benefits in the same section can be added separately or combined, as you prefer.
For example, suppose you have a company-wide healthcare plan and a separate optional dental plan. In that case, you can choose to either create a different benefit for each (i.e. “AVIVA Healthcare” and “Dental”) or a single benefit (i.e. “Healthcare”) where you will upload combined information for both.
When it comes time to report to HMRC and generate your employee P11Ds, we will combine this information as required.
When you are ready to add a new benefit, press the Add P11D benefit button.
This will present you with a list of options to choose from. You can select the option that best represents the benefit you are uploading, and we will ask for any additional details that we need.
For example, if you click the Healthcare option, we will ask for a name for this benefit.
You can click Continue to finish creating your new benefit.
If you do not see an option related to your benefit, you can press the Something else option. You will then be presented with several options to choose from.
If you know the category your benefit should be reported in, press Select category to choose the specific category.
Uploading your records
Once you have created a new benefit, it will be ready for you to upload your employee records.
Underneath the name you have given, you can also see the section on the P11D any uploaded records will be reported under.
Press the Upload records button when you are ready to upload your benefits.
This will open a modal where you can manually enter the information or upload a
txt file. If you are uploading a file, you will need to follow the instructions to map the data accordingly.
Please note – The importing tool doesn't allow the usage of commas, so you'll need to remove any commas from your file. The date format needs to be YYYY-MM-DD.
If you need to, a downloadable template is available, which includes the specific information required. These requirements are based on the P11D section under which this benefit will be reported.
You can also download all of the starter templates at the bottom of this page.
Automatic P11D and/or P11d(b) reporting
Pento can report your P11D benefits to HMRC and email copies to your employees on your behalf.
If you wish for Pento to do this, you can toggle on these settings on the P11Ds and P11D(b) page. Changing these settings will take effect immediately.
Clicking into the current tax year, you should see a banner telling you when we will report your benefits to HMRC.
Frequently Asked Questions
When can I add benefits for the 2023/24 tax year?
After we have submitted P11D(b)s and P11Ds for the 2022/23 tax year before the July 2023 deadline, we will make the 2023/24 tax year available to add benefits.
Can I add one-off (non-recurring) expenses?
Yes! Pento can be used to store and track one-off expenses (i.e. gifts) that you wish to report on a P11D. You can add these as they are given during the tax year.
What about my P11D pay items?
All pay items will need to be uploaded using the process detailed above.
How can I access my previous tax years?
Please get in touch with our customer support team for assistance if you require access to P11Ds for previous tax years that you have processed through Pento.
I’m not sure if my benefit is reportable.
We advise contacting our customer support team if you are still determining whether to report a specific benefit. They will be able to let you know how to move forward.
You can download your starter template below: