Introduction
The HMRC deadline for submitting any P11Ds and your P11D(b) is 6 July following the end of the tax year. Certain benefit types, such as private medical insurance and gym membership values may not be provided until after the tax year has ended. Therefore, PayFit has the functionality for you to add those benefits for the previous tax year, even after you've run your March payroll.
This feature is available if in March you indicated that:
You want PayFit to make your P11D/P11D(b) submissions
AND
You had not added all of your benefits information for the tax year
From April 2025 onwards, within certain pages of the Benefits section, you'll see the 2024/2025 tax year as an option in the drop-down in the top-right-hand corner.
This section will be available in April & May. However, you must enter your benefit information, confirm they are complete by the time you run your May payroll, to guarantee your submission will be made by the deadline of July 6th.
For an overview of company benefits and expenses and how they're reported, please refer to this Help Centre article. Or for further information about P11Ds, please refer to this Help Centre article.
Overview
This feature allows you to add or adjust:
✅ Up to two Private Medical Insurance (PMI) schemes for the previous tax year.
✅ Gym memberships for the previous tax year.
✅ PMI or gym membership values for leavers.
✅ PMI / gym memberships in bulk.
✅ Other benefits including:
Payments made on behalf of employee
Tax on notional payments made during the year not borne by the employee
Living accommodation
Mileage allowance payments not taxed at source
Vans & van fuel
Qualifying relocation expenses
Services supplied
Assets placed at the employee’s disposal
Other items (including subscriptions and professional fees)
Income tax paid but no deducted from director’s remuneration
Travelling and subsistence payments
Entertainment
Non-qualifying relocation expenses
Payments for use of home phone
Other
It does not allow you to add or adjust:
❌ Payrolled benefits for the previous tax year. Payrolled benefits impact the employee's taxable pay and tax paid but your payroll is now closed for the previous tax year and can't be adjusted.
❌ Employee contributions for the previous tax year. Employee contributions impact the employee's net pay but your payroll is now closed for the previous tax year and can't be adjusted.
Preparing your benefits information
Step 1
Determine which benefits you provide to employees. The most common benefits we see on PayFit are private medical insurance, vouchers, gym membership and company cars, but there are many more. You can find an extended list of benefits here as part of HMRC guidelines.
Step 2
For each benefit you provide, gather the annual values for the tax year (i.e., April 2024 to March 2025, for each employee.
Example: You may need to ask Vitality for a breakdown of premiums per employee, including the total employer cost, and any contributions made by the employee.
IMPORTANT: Gathering this data is a critical part of the process and should not be left to the last minute. Your third-party provider might need time to prepare your data and are likely to be busier than usual at this time of the year.
Step 3
Ensure you have a list of all employees who received benefits during the tax year, including leavers. This is critical to ensuring your reports and submissions are correct and that P11Ds for all employees are created when you run your payroll.
Step 4
You can choose any time in April & May to enter your benefits. However, if you choose May, you must confirm your benefits information is complete in your account by the time you run your May payroll, to guarantee submission to HMRC by the deadline of 6 July.
NOTE: Make sure that steps 1 and 2 are complete before entering the information and leave yourself enough time to complete and review the information before running your payroll.
Entering your benefits information
Under the Benefits & P11D submission menu option on the left, you have three steps to complete.
Step 1 - Reactivate leavers
You need to reactivate all leavers who received a company benefit during the tax year. If you joined PayFit part-way through the tax year, you'll need to import the details for any employees who had benefits, but left before you joined PayFit. For further information about adding or reactivating leavers, please refer to this Help Centre article.
Step 2 - My benefit schemes
Once your benefits are activated and all employees are available, you can complete the cost and contributions information for each employee.
From the left-hand menu, select Report benefit-in-kind and then from the checklist, select the benefit you want to input the YTD employer costs for.
Complete this step for each benefit that you have.
Once you have confirmed any additional benefits, you can then input any employer costs for non payrolled cars & fuel as well as correcting or editing any you have already input.
Step 3 - Submit P11D information
After entering your benefits information for all employees:
Tip: This page displays the 2024-2025 tax year information. The 2025-2026 tax year information won't show until later in the tax year.
1. From the left, choose Report benefits in kind then by May payroll heading.
2. Next choose Review benefits information, ensuring any steps prior to this have also been completed.
3. You'll now see total benefit values per employee, per benefit, and for the company. You can also view any P11Ds from this screen. Review this information.
4. Click Confirm the information.
What happens next?
Once you run payroll, PayFit will generate P11Ds for all your employees. Your P11Ds and P11D(b) will be submitted to HMRC by 6 July. You will be able to check the status of your submission on the app.
FAQs
What happens if I get some information wrong?
What happens if I get some information wrong?
We recommend carefully reviewing your information before submitting your P11Ds.
If your P11Ds and P11D(b) have not already been submitted to HMRC but you have confirmed that your benefits information is complete, we can make the correction for you. However, please note that this service is subject to a fee. To request a change, please contact our team through the Help Centre. We will provide an estimate for the fee required to fix it.
How do I correct a P11D submission?
How do I correct a P11D submission?
On 15 February 2023, HMRC notified employers that they will no longer accept paper P11D corrections for tax years 2022/2023 onwards. Any corrections must be submitted via HMRC's Employer Online Services.
Where can I find my employees' P11Ds?
Where can I find my employees' P11Ds?
To view or download an employee P11D:
1. From the left choose Documents.
2. Use the filters to choose P60/P45/P11D.
3. To find a P11D for a specific employee, use the employee filter and select the employee's name.
Where can employees find their P11Ds?
Where can employees find their P11Ds?
Once you've indicated that your benefit information is complete and then run your payroll, employees will receive an email notification from PayFit informing them that their P11D is ready to view or download in their PayFit account. Employees can find their P11D form in their PayFit account, under the Documents section, in the P60/P45/P11D folder.
What happens if I miss the submission deadline?
What happens if I miss the submission deadline?
You must enter all benefits information into your PayFit account within the previously described timeframe. HMRC imposes financial penalties for submissions made after 6 July.