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Understanding and managing P11D forms
Understanding and managing P11D forms
Rebecca Russell avatar
Written by Rebecca Russell
Updated this week

A P11D is a form used to report any benefits in kind provided to an employee by their employer within the tax year. These benefits are non-cash items or services, such as, private healthcare, gym memberships, vouchers, company cars, and more.

Tip: This includes employees who left during the tax year.

The forms are distributed to employees and submitted to HMRC by 6 July following the end of the tax year. E.g., for the tax year ending 5 April 2024, the deadline is 6 July 2024. At the same time, you'll also submit your P11D(b) to HMRC. You'll need to pay Class 1A NI due to HMRC by 22 July.

HMRC uses the P11D to calculate how much tax is due, and adjust the employee's tax code accordingly.

Note: If all company benefits are payrolled, you don't need to issue P11D forms, but you still need to submit a form P11D(b) to HMRC. For further information, please refer to our Help Centre article.

If all company benefits are reported in a PAYE Settlement agreement, then no P11D or P11D(b) forms should be submitted.

P11Ds on PayFit: Feature overview

βœ… PayFit can submit P11Ds and/or a P11D(b) on your behalf.

βœ… You can add benefits information throughout the tax year but can also backdate some benefit values for the previous tax year if you've finalised your March payroll.

βœ… You can add benefits information for employees who have left the company in the relevant tax year, or for employees who left before you started using PayFit.

βœ… Employees can access their P11D in their employee space (if documents are enabled). Otherwise, they'll receive an email with a link to download a copy of their P11D form.

❌ Corrections to the submitted forms can't be done via commercial payroll software. They must be sent using HMRC's PAYE online service.

❌ Some less-common benefit types need to be added by our Customer Care team. For further information, please refer to our Help Centre article.

P11Ds in PayFit

To streamline your company's benefits management, your P11D submission can be sent via PayFit. You'll need to confirm in your PayFit account whether you'd prefer to make the submission yourself, or if it should be submitted via PayFit. To confirm your preferences:

  1. From the left, choose Company settings, then Benefit settings.

  2. Under the General settings section, click Set benefits preferences.

  3. Answer each of the questions, then click Save.

You'll also need to ensure each of your benefits have been entered correctly. For further guidance about how to add each type of company benefit, please refer to the following articles:

If you have other benefits, such as relocation expenses or loans, you can add them in the Other benefits section.

FAQs

What happens if I miss the submission deadline?

To send the submission via PayFit, you must have added and confirmed all of your benefit values and information before you run your May payroll, to guarantee your submission will be sent on time. If you miss this deadline, you may need to make the submission using HMRC's online service. HMRC issue financial penalties for submissions received after 6 July.

I need to submit a P11D correction. What do I need to do?

P11D or P11D(b) corrections can no longer be sent via the post or commercial payroll software. Instead, any corrections must be submitted using HMRC's Online service.

Where can I find my employees' P11Ds?

To view or download an employee's P11D:

  1. From the left, choose Documents, then Employee Documents.

  2. Open the P60/P45/P11D folder.

  3. To find a P11D for a specific employee, use the drop-down in the top-right corner and select the employee's name.

If you're unable to find an employee's P11D, but they were active in the month you finalised your benefits, please get in touch via the Help Centre.

Do my employees receive a copy of the P11D from PayFit?

The employee will receive an email notification from PayFit when their P11D is ready to view or download. This email will be sent once you've confirmed your benefit information is complete and run your payroll.
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The employee P11D will also be stored in the employee's account in the Documents section (if enabled). For more information about the documents section, please refer to our Help Centre article.

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