beside many of the key fields. These are quick links that provide you with immediate help relating to a particular field. Simply click on one and a pop-up will display the help for that field.< 291 >
To get started with our service, please follow the steps below:-
Please read this guide completely before you click on any button. When you have read this quick user guide please click on the yellow Continue button in the right hand corner and go to the Assign Benefit page.
You need to add the employee's record before you can use the package. Use the Add New Employee option to enter the details of the employee for whom you wish to process the P11D. When the employee's record is created you will see the employee appear in the left hand employee list section.
To process the P11D you simply select an employee under the Select button and then choose the appropriate button for the Benefit you wish to assign to that employee. Click the yellow Assign Benefit button and you will then be able to enter the benefit details.
After you have completed the assigning of one benefit you can keep repeating the process described above to assign further benefits.
If changes need to be made to an assigned benefit you should go to the top button "Process P11D" and choose the View Edit button. Follow through using the intuitive driven button and it will take you to the benefit you wish to amend.
Our user friendly P11D has pre-set the most commonly used benefit items in the Chart of Set Up. If you wish to create additional benefit items, in addition to those we have already provided, please go to the Employer / Contractor Setup button at the top and click on P11D Chart of Setup. You will then be able to create the new benefit items in your own Chart of Setup.
Using our package you can E-File the P11D / P11D(b), as well as the quarterly P46(car), to the HM Revenue & Customs. Before E-Filing your documents, you must complete the P11D approval process. This section will help you to verify and approve your employees' expenses and benefits information. Once you successfully complete the approval process, you will be able to E-File your expenses and benefit details to the HM Revenue & Customs.
You can E-File the P11D / P11D(b), as well as the quarterly P46(car), to the HM Revenue & Customs using this package. The E-Filing is based on XML technology and is recognised by the HM Revenue & Customs. Go to the E-Filing button at the top, select "E-File set up" from the drop down and enter your filing by Internet User ID and Password. After you have set up the E-File User ID and Password you should go back to the E-Filing button at the top and further select the "E-File P11D" from the drop down.
Please complete the P11D (B) approval process and then follow the steps through to E-File.
Go to the top button "Reports" and select the reports from the drop down. You will be able to choose to view or print the various reports of your choice.
You will find a beside many of the key fields. These are quick links that provide you with immediate help relating to a particular field. Simply click on one and a pop-up will display the help for that field.
If you are unsure on any section simply click on the nearest 
and a pop-up will display the help topic specifically relating to the section you are in.
Our main help file, located on the tool bar at the top of the page, contains more detailed advice on payroll practices, how to use our program, and also includes a glossary.
The package operates with a 3 Zone concept. The top buttons are called Tasking zone buttons for you to select which task you wish to perform.