Track every benefit in kind, file P11Ds and the P11D(b), and get ready for payrolling in 2027
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If your business gives staff anything other than pay – a company car, private medical insurance, a cheap loan, a gift card, a staff party – HMRC may treat it as a 'benefit in kind'. Each year you must report taxable benefits on a P11D for each employee, file a P11D(b) and pay Class 1A National Insurance by July. Some items are exempt and don't need reporting at all, and some can be taxed through payroll instead. This workbook keeps a running record of every benefit through the year, works out the taxable value of each one using HMRC's rules, and produces the P11D figures, the Class 1A bill, a PAYE Settlement Agreement (PSA) calculation and a checklist for mandatory payrolling.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
One row per employee or director, with their taxable benefits, Class 1A and whether a P11D is needed. What you do: enter the yellow columns.
Step 2
Every benefit, expense payment and exempt item not covered by the dedicated sheets – up to 1,000 lines. What you do: add a line for each item.
Step 3
Company car benefit and car fuel benefit (P11D section F). What you do: one row per car per employee.
Step 4
Van benefit and van fuel benefit (section G). What you do: one row per van per employee.
Who it is for
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