Submit your P11D/P11D(b)

A P11D form reports the taxable benefits not included in payroll you give to your employees to HMRC. Typical examples include healthcare, company cars, and living accommodation. P11Ds are submitted at the end of every tax year. To learn more, see Benefits in Kind guide.

Before you begin

Download HMRC’s P11D working sheets to help you calculate your reportable benefits.

How to add your P11D reportable benefits

1. From the left side bar, navigate to Documents.
2. Select P11Ds and P11D(b).
3. Select the relevant tax year.
4. Click Add P11D benefit.
5. Select the benefit type. If you don’t see an option related to your benefit, select Something else.

   Note: It’s up to you how you categorize and name benefits. Reportable benefits under different categories must be set up as separate benefits. Any reportable benefits in the same section can be added separately or combined. For example, a company-wide healthcare plan and a dental plan could be added separately (e.g. “Healthcare” and “Dental”) or as a single benefit (e.g. “Healthcare”).

6. Fill in the required information and click Continue. If you selected Something else, click Select category to choose the correct P11D category.
7. Click Upload records.
8. To import employee records, click Upload data from file to use the file explorer to upload a CSV, TSV, or TXT employee record file.
   • Confirm if your file contains a header row or no header row by selecting Yes (if your file contains headers), Select another row (if your file contains headers but in a different row to the row indicated with the arrow), or No header row (if your file doesn’t contain headers).
   • Once headers are confirmed, the column headings will begin matching automatically, which you can confirm by clicking Confirm mapping. If you have any columns that are unable to be matched, a Lookup matching fields dropdown will appear.
   • Click Review to check that the confirmed mapping for the file is correct. Then, click Continue once you’re satisfied with the data review.

     Note: Date format needs to be YYYY-MM-DD.

9. Alternatively, enter the data manually into the Upload records table. Click Continue when complete.
10. To submit, click Yes.
    
    

How to submit your P11D and P11D(b)

Note: UK Payroll won’t submit your P11D/P11D(b) automatically on your behalf. The deadline to report is 6th July.

1. Navigate to Documents.
2. Select P11Ds and P11D(b).
3. Select the relevant tax year.
4. Send P11D documents to employees, click Send to employees under P11D documents.

   Note: P11Ds can be opened using the last 4 digits of the employee’s NI number, using a capital letter for the last character. If the employee doesn’t have an NI number, they can use their date of birth in DDMMYY format.

5. The option to submit the P11D/P11D(b) will become available below the Class 1A National Insurance contributions section. Depending on if you’re submitting your benefits through P11Ds or through payroll and reporting them through P11D(b)s, a button will appear to allow you to submit the correct documentation (Submit P11Ds, Submit P11D(b)s, or Submit P11Ds and P11D(b)s). Click the option that suits your needs. This will automatically trigger your electronic submission.

FAQs

When can I add benefits for the next tax year?
UK Payroll will make the next tax year available to add benefits after the P11Ds and P11D(b)s for the current tax year have been submitted.

Can I add one-off (non-recurring) expenses?
Yes! UK Payroll can track one-off expenses 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 P11D pay items should be uploaded through the P11D portal in UK Payroll.

How can I access P11Ds and P11D(b)s from previous tax years?
From the left side bar, navigate to Documents > P11Ds and P11D(b)s, and select the relevant tax year.

I’m not sure if my benefit is reportable.
If you are unsure what to report as a benefit, contact your tax advisor.