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Expenses and Tax

 

Definition of Payrolled Benefits

  • This is a change to the way in which tax paid on benefits (salary sacrifice & lease car) is reported to HMRC.  There is no change to the amount of tax you will pay on these benefits compared to the previous system. The tax you do pay will now be calculated on the benefit in kind and reflected on your payslip each month, rather than through an adjustment to your tax code. This means that you will pay tax in 'real time' and payrolled benefits will no longer appear on your P11D benefits statement. You will no longer receive a P11D benefits statement.

 

P11D Queries

Changing details on P11D

  • Please ensure that you check you details held against your personal tax account, for further information on how to do this, select 'P11D - How is my tax calculated' from the list.
  • If you have checked the details against your personal tax account and you are still experiencing an issue please complete the information below.
  • Once logged onto the portal click on log a call, and choose 'P11D - copy ' from the 'Pre-Defined' list.

Access changing details on P11D

 

Definition of P11D

A P11D form is sent to HMRC outlining the cash value of any work-related taxable expenses and taxable benefits you've received over the tax year (6 April-5 April). These are only benefits or expenses that have not already been included in your wages. If these kinds of expenses apply to you, we will  supply a copy of the P11D form for you to check over and keep. If you don't receive any taxable expenses or benefits a P11D will not be issued.

 

  • Example of items included
  • Company Cars (lease & salary sacrifice)
  • Company Car mileage for private use
  • Private car mileage allowances above HMRC threshold
  • Payments for use of home telephones
  • Living Accommodation
  • Assets transferred (salary sacrifice, home tech & phone)

 

P11D Statements

  • P11D Statements are no longer issued. All expenses reimbursed via salary are taxed at source and reflected within payslips each month. The only exception to this is where an individual is in receipt of free accommodation. P11D's for accommodation will be produced by your regional payroll team.

 

Requesting a copy of P11D

  • You can submit a request via our ActionPoint portal
  • Once logged onto the portal click on log a call, and choose 'P11D - copy ' from the 'Pre-Defined' list.

Access Request a copy of P11D

 

Accessing your Personal Tax Account

You can view and manage your details with HMRC by using/registering for a HMRC personal tax account, please see link below.  This is available both online and via an app.

https://www.gov.uk/personal-tax-account

 

You can use your personal tax account to:

  • check your Income Tax estimate and tax code
  • fill in, send and view a personal tax return
  • claim a tax refund
  • check your income from employment in the previous 5 years
  • check how much Income Tax you paid in the previous 5 years
  • check and manage your tax credits
  • check your State Pension
  • track tax forms that you’ve submitted online
  • check or update your Marriage Allowance
  • tell HMRC about a change of name or address
  • check or update benefits you get from work, for example company car details and medical insurance
  • find your National Insurance number