NOTE: Before you can e-mail a P11D, you will need to enter the employee’s e-mail address and set up the feature in the program. Please refer to the following article.

You will need to enter and reconcile all the benefits for the tax year, and run the special stationery P11D merge to PDF before e-mailing the P11D. Please refer to your P11D guide for instructions.

To e-mail the P11Ds

1. Click Payroll, then double-click Emailing Documents, then click Generate And Email P11Ds.
2. Check the following details are correct:
   Payroll Company (Please note, the software will email all the P11D forms for the Payroll Company selected, regardless of what sets you have applied.)
   Tax Year (this should be the end of the tax year, so 2018 = 2017/2018 tax year).
3. If you want to change the default e-mail subject, tick the Override Default Email Subject? Box and enter the new Email Subject in the box to the right, otherwise leave it unticked.
4. If you want to change the body text in the e-mails, tick the Override Default Email Body Text? And enter the new Email Body in the box to the right. Otherwise, leave it unticked.
5. Click the Generate and Email P11Ds button to start sending the P11Ds. A confirmation email with a spreadsheet listing all of the employees that have been sent a P11D will be sent to the P11D admin email address you have entered.

The P11Ds can be emailed more than once, so if there is a problem, the above process can be repeated, and this will send the emails for all employees on the selected payroll again.

Re-sending a single previously e-mailed P11D

1. Click Payroll, then double-click Emailing Documents, then click Employee Document History.
2. Use the Lookup  to select the employee.
3. Select the P11Ds radio button.
4. Select the P11D you want to resend from the list, and click the Resend Document button.
5. You will get a prompt:
   Do you wish to resend this employees P11d PDF for period?
   Click Yes.
6. You will get a confirmation message:
   The selected P11d PDF Email has been resent.
   Click OK.
7. Click Exit  to close the screen.

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