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Benefit - J. Qualifying relocation expense payments and benefits - View

Use

Employers / Contractors sometimes provide employees with assistance when they have to move home to take up a new job or when there is a change in the location of their existing job. Such assistance might include:

• paying the fees connected with their house sale and purchase
• meeting the cost of travel to the new location for house hunting trips
• paying for the cost of moving household furniture and effects.

There is an exemption that removes the tax and NICs liability on certain removal expenses and benefits up to a limit of £ 8000. This screen displays the details of qualifying relocation expense payments and benefits provided to the particular employee you selected.

Path

Home > Assign Benefits > Qualifying relocation expenses payments and benefits > View/Edit

OR

Process P11D > Assign P11D Benefit > Assign Benefits > Qualifying relocation expenses payments and benefits > View/Edit

Fields Available

The top row displays the details such as name, department, E-Mail address etc. of the selected employee.

Qualifying relocation expenses Details

• Benefit From Date: This field displays the date from which the benefit was made available to the employee.
• Benefit To Date: This field displays the date up to which the benefit was made available to the employee.
• Memo: This field displays any additional information relating to the relocation expense.

The following details are displayed further.

• (J 1) Employer's cost for any qualifying benefits and expenses: This field displays the total cost incurred by the employer / contractor on the benefit.
• (J 2) Amount Made good: This field displays the amount that the employee has paid towards the benefit.
• (J 3) Qualifying benefit amount: This field displays the amount of qualifying benefit.
• (J 4) Cost of qualifying living accommodation provided: This field displays the cost of the living accommodation provided.
• (J 5) Total of expenses and benefits: This field displays the total amount of the expenses and the benefits.

Qualifying Relocation Tax Charge

• (J 6) Tax Exempt Amount Per re-location: This field displays the amount that is exempted from tax per re-location.
• (J) Total Cash Equivalent: The cash equivalent amount will be displayed here.

Associated Tasks

• Done: If you have finished viewing the details and wish to leave this screen, click on this button. You will be taken back to the Qualifying relocation expenses payments and benefits - List screen.
• Edit: To edit the details of the relocation expense provided, click on this button. It will open the Qualifying relocation expenses payments and benefits Edit screen.

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