By July 6 each year, you must submit a P11D and P11D(b) if you provide taxable benefits to your employees that you don't process via payroll.

Let's go through the five steps you need to complete in your software.

1. Check your version number

To do this, click Help, then About. If you're not using v29, download and install Sage 50 P11D v29 before you continue.

2. Check your benefits and expenses

To make sure the forms you submit to HMRC are correct, it's important that you 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.

• Update your P11D calculations >
• Check your benefits >

3. Backup your data

Before you perform your year end procedure, you should take a backup of your Sage 50 P11D data. How to back up and restore your data >

4. Produce your P11D forms

You must provide a copy of form P11D to all your employees by 6 July 2024. and print your Employer's P11D(b) Declaration.

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

• How to print your P11D forms >
• How to email your P11D forms >
• How to print your P11D(b) form >

For more information about other year end forms, you can view our help guides. P11D year end statutory forms >

5. Check the Class 1A liability

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

The Employer Reports folder contains a selection of Class 1A reports that can be used to analyse your Class 1A NIC liability.

• Check your Class 1A liability is correct

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 make sure you've done this by 6 July 2024.

 CAUTION: You must pay the Class 1A NI contributions by 22 July 2024 for the 2023/2024 tax year if you pay electronically, or by 19 July 2024 if you pay by post.

• Submit forms P11D and P11D(b) online >

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