Set up your employer details

To create an employer record

Click the Employer navigation bar to the bottom left, then click Employer Record.
To create a new record, click New.

Complete the Details tab as follows:

Name	Enter the employer's name.
Address	Enter the employer's address.
Postcode	Enter the employer's postcode.
Telephone	If required, enter the employer's telephone number.
Facsimile	If required, enter the employer's fax number.
E-Mail	If required, enter the employer's email address.
Tax Dist/Ref	Enter the details of the employer's tax office. The first box is the tax district number and the second box the PAYE reference. This information can be found on any correspondence from HMRC.

Click the Settings tab and complete the window as follows:

NIC Liable	If the employer has no liability at all during this tax year, clear this check box. Note: Sage 50 P11D doesn't calculate the Class 1A charge if the employer is not liable to pay National Insurance Contributions (NICs).
NIC Liable From and NIC Liable To	If the employer was not liable for NICs for the full year, enter the dates in which liability applies. Note: You must select NIC Liable for these boxes to be active. If you clear the NIC Liable check box, the dates are cleared.
Trading Company	If the company is a trading company and it disallows business entertaining in its corporate accounts, select this check box.
Close Company	If the company is a Close Company, select this check box. Tip: A Close Company is resident in the UK and under the control of five or fewer people. Any number of them can be directors.
Print Authorised Mileage on P11D	If the employer has agreed with their tax office not to include the authorised mileage figures on the printed P11D, clear this check box.
Include Negative Authorised Mileage on P11D	If Mileage Allowance Relief applies and value is a negative amount, you don't need to include this figure on form P11D. To report the negative figure in Section E, box 1.15, select this check box.
No Calculation for Company Car Mileage Benefits	If you don't want Sage 50 P11D to calculate company car mileage benefits, select this check box.
Agent Details	If an employer uses a tax agent, enter the agent's name, address, postcode and contact information in the boxes provided.

Click the Analysis tab and complete the window as follows:

Departments	In a Description box, enter the required name.
Cost Centre	In a Cost Centre box, enter the required name.
Employee Analysis	Enter the required labels for the analysis fields, for example, Newcastle, Manchester and London. The information you enter here appears on the employee's record in the Analysis tab.

To save the details and return to the Sage 50 P11D desktop, click Save then click Close.

You've created an employer record.

To set up employer assets

Before you can record the use of any employer assets, or a gift of assets to an employee, you must record details of the employer's assets.

Select the relevant employer.
TIP: Employers you've set up are listed to the left of your employee list. If you don't see this, click View then Outline View.
Click Employer to the bottom left, then click Employer Assets.

Complete the Employer Assets window as follows:

Employer	The selected employer appears. If required, choose the relevant employer.
Reference	A unique numerical reference is automatically assigned when you save the record. TIP: If you delete an asset, the reference number that was assigned to it is retained. Any new assets are assigned the next available reference number.
Description	Enter a unique description for the asset, for example, enter the make and serial number.
Type	Choose the appropriate asset type.
Date Acquired	Enter the date the asset was acquired.
Cost to Employer	Enter the cost to the employer for the provision of the asset. NOTE: If you chose Land as the type of asset, the description of this box is Annual Rateable Value.
Estimated	If the amount entered in the Annual Rateable Value box is an estimated value, select this check box. NOTE: If you didn't choose Land as the type of asset, this check box is not active.

To save the asset details and return to the Sage 50 P11D desktop, click Save then click Close.

You've now set up your employer assets.

To set up new benefits

Select the relevant employer.
TIP: Employers you've set up are listed to the left of your employee list. If you don't see this, click View then Outline View.
Click Employer to the bottom left, then click Benefit Information.

To create a new benefit, click Add New then complete the Benefit Information window as follows:

Employer

If required, choose the required employer.

Name

Enter the benefit name.
TIP:If you want to use the CSV import option, do not use commas or slashes - text containing these characters prevents import.

Dispensation

To set a dispensation to the benefit for the selected employer, select this check box. Any expenses entered for benefits covered by a dispensation.

TIP: To exclude individual employees from the dispensation, in the Employee Record, select the Exclude from all Dispensations check box.

To save the benefit details, click Save.
If you've amended an existing benefit, you're prompted to recalculate the P11D details for this company, to continue, click Yes.
To close the Benefit Information window and return to the Sage 50 P11D desktop, click Close.