Generate P60 and P11D Forms

Payroll Administrator Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Generate P60 and P11D Forms

P60 and P11D forms can be generated at any time during the tax year.

To generate and view preview P60 and P11D forms for employees:

  1. Go to Year End > UK Year End.
  2. Click Year and select the year that you want to generate.
  3. Select the legal entity from the list of those available.
  4. Click Process Job and select one of the following options:
    • Generate P60: Generates preview P60 forms for payroll administrator review.
    • Generate P11D: Generates preview P11D forms for payroll administrator review.
  5. Wait for the appropriate Status indicator to show complete (green text).
  6. Expand the Employee Tax Statements slide-out panel, then locate and click the name of the desired employee in the Employees column to display the P60 tab or the P11D tab with the respective form generated for the employee.

After generating the P60 or P11D forms, you can see if any problems occurred during form generation by looking at the number (if any) of warning or error messages in the Problems column. Click Export Problems to export the problems as a CSV file. The Message column in that file contains the warning or error message that can help you to determine the nature of the problem. It can also help you determine whether you can resolve the issue yourself or, if you cannot, whether to contact Support.

Generate Preview P11D Forms for Employees

After you have generated P11D Forms, you can run a second process job that generates draft P11d forms are available to be viewed by employees. This will allow the employee to view and check their P11d prior to submission to HMRC and to notify you if there are any corrections that need to be made. This can help to avoid the need for filing amendments. Draft P11d forms are watermarked with Draft Copy.

To generate employee preview P11D forms:

  1. Go to Year End > UK Year End.
  2. Click Year and select the year that you want to generate.
  3. Select the legal entity from the list of those available.
  4. Click Process Job > Employee Preview P11D to generate the P11D forms and notify employees that they are available to be viewed.
  5. Wait for the appropriate Status indicator to show complete (green text).