Process P11D year end
Description

If you provide taxable benefits to your employees, the deadline to submit your P11D and P11D(b) forms to HMRC is 6 July each year.

Find out about the five steps you need to complete in your software below.

NOTE:

We're working with HMRC regarding their planned changes affecting P11D submissions from 2027. These changes don't affect any 2025/2026 benefits, process and submit these as usual.

Check your version number

To do this, click Help, then About. If you're not using v31, download and install Sage 50 P11D v31 before you continue.


Check your benefits and expenses

To make sure the forms you submit to HMRC are correct, update your P11D calculations for your employees.

Also, check the total benefit value for each employee using the benefits reports before you produce your employees' P11D forms.


Back up your data

Before you perform your year end procedure, take a backup of your Sage 50 P11D data.

For help with doing this, follow our how to back up and restore your data article.


Produce your P11D forms

Provide a copy of form P11D to all your employees by 6 July 2026. and print your Employer's P11D(b) Declaration.

You can issue printed P11D forms or email them to your employees.

For more information about other year end forms, visit our P11D year end statutory forms article.


Check the Class 1A liability

Before you submit your P11D forms, check your Class 1A NIC to make sure it's correct.

The Employer Reports folder contains a selection of Class 1A reports helping you analyse your Class 1A NIC liability.


Next steps

Submit forms P11D and P11D(b)

The final stage of P11D year end is to submit your P11D and P11D(b) forms. Using Sage 50 P11D, you can submit these forms online to HMRC. You need to do this by 6 July 2026.

Pay your Class 1A NI contributions by 22 July 2025 for the 2024/2025 tax year if you pay electronically, or by 19 July 2025 if you pay by post.


Once you send forms P11D and P11D(b), you've completed your P11D year end.


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