This article explains how to check and enter the P11D Control and Tax District details which are used in the P11D Module for reporting and electronic submissions.

When running certain reports you have the option of using either the P11D Control settings or the Tax District settings to populate fields such as the company address. Prior to running these reports or doing your P11D/P11D(b) submission we recommend you check the information entered is correct. 

To check and enter the P11D Control details

1. Click Payroll, double-click P11D Module, double-click P11D Administration, then click P11D Control.
2. Click Edit  to amend the settings.
3. Joiner Option - enter Yes to automatically create a P11D record when you add a new starter, or No to ask if a P11D record should be created when you add a new starter. We recommend you set this to Yes, as it will save time if a new employee subsequently needs a P11D record.
4. Leaver Option - Set as Yes to automatically update the P11D record when an employee is processed as a leaver (to automatically stop benefits as at the leaving date) or No to be asked whether to update the P11D record when an employee leaves.
5. Medical Plan Option - This should be set to Yes.
6. Trading Organisation - Set as Yes if the payroll is for a trading organisation requiring the Entertainment section on the P11D to be completed.
7. Special Sort Indicator - used when producing reports to give an extra option on what order the employees are listed. choose from:
   C = sort by Payroll Company
   P = sort by Payslip Sequence
   T = sort by Tax Reference
8. Customer Name, Address and Post Code - if you select the P11D Control option when running reports like the P11D, P11D(b) or NI Contributions reports, the name and address details entered here will be used at the top of the report.
9. Sender ID and Password - this is the HMRC gateway login ID and password for doing electronic submissions. If you do not have details entered against the Tax Reference, these will be used instead. If you are submitting as an agent, you should enter your agent login details here.
10. Account Office Ref - enter the HMRC accounts office reference number. If you have multiple PAYE schemes, you can enter individual details under the Tax District area instead.
11. Contact Forename - the forename of the person doing the submissions.
12. Contact Surname - the surname of the person doing the submissions.
13. Contact Number - the contact telephone number of the person doing the submissions.
14. There are fields for Next Car Reference Number, Next Constant Code Reference Number, Next Sundry Code Reference Number, Next Tax Office Reference Number and Next Van ID Reference Number. We recommend you leave these as they are as the software will automatically update them.
15. Once you have finished updating the details, click OK  then Exit 

To check and enter the Tax District details

1. Click Payroll, double-click P11D Module, double-click General File Maintenance, then click Tax District.
2. Highlight the Tax District/Tax Reference you want to check.
3. Click Edit . 
4. Comp Name - Enter the name of the company
5. Comp Address - Enter the address of the company
6. Sender ID - Enter the HMRC Gateway user ID that this company uses to submit returns to HMRC. 
7. Password - Enter the password for the HMRC gateway.
   NOTE: If the Sender ID and Password are left blank, the program will use the details in the P11D Control File. If you have payrolls for more than one company and they have different HMRC Gateway logon details, you should enter the logon details against the relevant tax reference. 
   
8. Acc. Office Ref - Enter the Accounts office reference number for the company.
9. Contact Forename, Surname, Telephone - Enter the contact details of the person doing the P11D submissions for this company.
10. The Start Date and benefit tick boxes to the right are used when payrolling benefits. If you are not payrolling benefits these should be left blank. For information on payrolling benefits, Read more >
11. Click Save 
12. Repeat steps 2 to 11 for each Tax District/Tax Reference.
13. Click Exit