Setting up BiK payment rules

You will need to set up a separate payment rule for each type of BiK. For example, if you are payrolling company car benefits and medical insurance benefits, you would set up two separate payment rules.

1. Click Payroll, double-click Parameters, then click Payment Rules.
2. Click Lookup  and find a rule number that is not already in use. Click Cancel 
3. Enter the unused Payment Number and tab to the Description box. Enter a description.
4. Tick the Taxable Payment and Benefit in Kind boxes.
5. Enter a Y in the Cost Only Payment box.
6. Against Value Accumulators 1 2 3 4 5, enter the "this period" and "to date" accumulator rule numbers.
7. Click Save  and Exit 

If you do not have the P11D Module - please note

The instructions above still apply for company car and company car fuel BiK payments if you do not have the P11D Module. However, if there are other benefits that you are payrolling such as medical insurance, you will need to set the payment rules for these up slightly differently.

You should still create separate "This Period" and "To Date" accumulators for the other benefits, and apply these to the payment rule as normal. But when creating the payment rule, only tick the Taxable Payment box, and enter Y in the Cost Only Payment box - do NOT tick the Benefit in Kind box.

NOTE: The reason you do not tick the Benefit in Kind box for other benefits when you do not have the P11D Module is because if you did, it would make the program try to link the payment rule to other BiK settings which don't exist (because they are normally in the P11D Module). This would cause the payment to be ignored, and not appear on the employee's payslip.