If you’re importing P11D values into UK Payroll, please ensure that your data is accurate before submitting figures to HMRC.
How To Import?
-Navigate to HMRC documents in UK Payroll.
-Select P11Ds and P11Db.
-Choose the relevant tax year.
-Click Add P11D benefit.
-Select the benefit type, add a description, and click continue.
-Select Upload records, download the template, populate with your chosen benefit information, and upload the file back to this same screen.
Using and Validating the Template:
-Use the latest UK Payroll template and don’t change headers or formatting.
-Enter values exactly as required.
-Check totals and spot-check a few employees before uploading.
-It is best practice to test with a small sample file before completing a full import.
Before finalising:
-Reconcile totals with your expected benefit amounts.
-Keep a copy of the original template for audit purposes.
Please note a successful upload only means the file was accepted, it doesn’t confirm the data is correct. If values aren’t showing:
-Check employee details (for example, payroll ID or NI number) match exactly in UK Payroll.
-Confirm values are entered in the correct columns and format.
Please note: once the P11D submission has been sent from UK Payroll, any further amendments must be made directly with HMRC. If something doesn’t look right, please review the P11D screen first, then contact support for further guidance.