An engagement letter for reporting employee benefits in kind and expenses: forms P11D and P11D(b), Class 1A NIC, PAYE settlement agreements and the move to mandatory payrolling of benefits.
Accountancy practice – client documents
Engagement Letter – P11D and Payrolled Benefits
About this document
A covering letter and schedules for an employer client’s annual benefits and expenses reporting, and for payrolling benefits in kind – voluntarily now, and on a mandatory basis for the first group of benefits from April 2027.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Accountancy practice – client documents
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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