File P11D and P11D(b) Forms

Before You Begin: Before you can file P11D forms with HMRC, you must ensure that P11D forms were generated and published. Click Cutoff Dates in Year End > UK Year End for the cut off dates from HMRC.

To file P11D/P11D(b) forms with HMRC:

1. Complete the steps in Publish P60 and P11D Forms.
2. Go to Year End > UK Year End.
3. In the Year drop-down list, select the tax year that you want to file.
4. Select the legal entity.
5. Click Process Job > File P11D & P11D(b).
6. In the Employer Declaration dialog box, enter any additional declaration to file in the P11D(b) form.
7. Note: If you payroll some of your employees' benefits, enter the Class 1A National Insurance contributions in the Total payroll benefits liable to Class 1A field. If you payroll all of your employees' benefits, see File P11D(b) for Payrolled Benefits.
7. Click Submit to file the P11D and P11D(b) forms with the HMRC.