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Sage 50 P11D software features

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Summary

Find out about the features available in Sage 50 P11D and Sage 50 P11D Professional.

Description

Sage 50 P11D saves you time by calculating both the cash equivalents for your employees' taxable benefits and any Class 1A liability due too.

 

You can also submit forms P11D and P11D(b) electronically with Sage 50 P11D, saving you the time that you would've spent completing these forms manually.  

NOTE: Would you like to purchase a licence for Sage 50 P11D or upgrade your existing licence? Simply leave your details and we'll be in touch.

Benefits

The following benefits can be calculated in Sage 50 P11D:

Benefits
Accommodation Home leave
Authorised mileage Long service awards
Beneficial loans Medical and dental
Business entertainment Medical insurance
Business travel Miscellaneous benefits
Car parking Notional payments
Company cars Private travel
Company vans Staff entertainment
Credit cards / Tokens Stock options
Directors' taxes Termination payments
Education Training
Gift of assets Use of assets
Goods and services Vouchers

Reports and statutory forms

In Sage 50 P11D you can produce the following reports and statutory forms:

P11D benefits and expenses form Records benefits in kind that are taxable and or subject to Class 1A National Insurance Contributions (NICs) for directors or employees earning more than £8,500 per annum.
P11D(b) Employer's Declaration Records total Class 1A NICs for an employer, reflecting the total benefits liable to Class 1A on forms P11D for all employees.
P46 (Car) report Quarterly return submitted where there has been a change in circumstances in the use of a company car.
Backing reports, letters and schedules To substantiate the statutory reports, there is a series of supporting reports together with schedules and letters.
Class 1A reports Analyses the Class 1A payable by the employer, substantiating form P11D(b), the Employer's Declaration.
Management reports Backing reports for each benefit type, grouping the employees by department, analysing the cost, amount made good and chargeable benefit.
Report Selections To run a number of reports at the same time, use Report Selections to group together batches of reports.

Additional reporting available in Sage 50 P11D Professional:

Company PSA report A report calculating the values entered under the Global PSA function for company-wide PAYE Settlement Agreements.
Edit reports Customise existing reports to meet your own design specifications.
New reports To suit your P11D business needs, you can create your own reports.
Delete reports Remove any unwanted reports from Sage 50 P11D.

Import, export and conversion

Import Sage Payroll data To save entering duplicate information, you can import data from Sage 50 Payroll.
Import Sage 50 P11D data

You can use templates to import employer, employee and P11D benefit data. Read more >

Import Sage Personnel data To save entering duplicate information, you can import data from Sage Personnel.
Export Sage 50 P11D data To use data held in Sage 50 P11D within external applications, you can export benefit, employee or employer information.
Microsoft Integration Send emails, export data directly to Excel, update Outlook Tasks, create contacts or run Word mail merges.

Email and Internet

Internet Submissions to HMRC You can submit your P11D information to HMRC electronically using Sage 50 P11D.
Web links to relevant taxation websites Sage 50 P11D contains links to useful websites such as Sage, HMRC and vehicle websites.

General software functionality

Access rights To give specific permissions to each user of the software.
Assign Function Assign common properties, such as departments or insurance groups, to a number of employees at the same time.
Back up and Restore Take copies of your data for security, or restore data from a backup copy.
Benefit Information Create user-defined benefit types within the Miscellaneous Benefits module.
Compact and Repair Ensure that the database is maintained and in optimum working order by regularly running this simple procedure.
Currency Maintenance Set up exchange rates for currencies within the software.
Delete Benefit Types Simultaneously remove all benefits of a specified type.
Delete Employments Without Benefits Remove employees who have no benefits in the current tax year.
Desktop Criteria Customise your Sage 50 P11D desktop to display your employees grouped by department, cost centre or analysis fields.
Desktop Options Customise the look and feel of the Sage 50 P11D desktop to suit your preferences.
Employer Assets Set up an inventory of assets that are gifted to, or used by, employees during the tax year.
Employer's Declaration Override the program calculated Class 1A values on an employer by employer basis.
Find Facility Quickly locate specified employees or benefits through a range of criteria.
Legislation View the Government Legislation affecting the calculation of employee benefits and expenses.
Medical Insurance Groups Maintenance Set up company wide medical insurance policies to be applied to employees of your choice.
Mileage Rates Set up mileage allowance rates for Company Car and Private Vehicle Mileage benefits.
NI Number Validation Sage 50 P11D checks the validity of your employees' National Insurance numbers as you enter them.
Official Interest Rates Adjust official interest rates in the event of changing inflation, and for foreign currencies.
P11D Override Override the program calculated benefit values on an employee by employee basis.
Real time calculations Recalculate benefits as soon as you click Save.
Van sharing information Enter details of the number of employees who share company vans for calculating the Shared Company Van benefit.
Sage 50 P11D Professional
Audit Trail Records amendments made to the database and who made the changes.
Batch Processing Enter benefit details for a group of employees simultaneously.
Benefit Templates Enter templates for common benefits that you can apply to employees as a batch.
Class 1A drill-downs Break down entries on the Employer's Declaration, form P11D(b), by benefit type and by employee.
Employee Profiles To apply common information for your employees globally, rather than enter the details for each employee individually.
Global PSA Benefit Enter details of any company-wide benefits upon which a PAYE Settlement Agreement has been reached.

Sage 50 P11D Professional features

Emailing of reports and statutory forms Email P11D forms to your employees rather than print out hard copies.
Audit Trail Records amendments made to the database and who made the changes.
Batch Processing Enter benefit details for a group of employees simultaneously.
Benefit Templates Enter templates for common benefits that you can apply to employees as a batch.
Class 1A drill-downs Break down entries on the Employer's Declaration, form P11D(b), by benefit type and by employee.
Employee Profiles To apply common information for your employees globally, rather than enter the details for each employee individually.
Global PSA Benefit Enter details of any company-wide benefits upon which a PAYE Settlement Agreement has been reached.
Multiuser More than one user can connect to your P11D data to process benefits.
Networking Data can be hosted on a network.
Report Designer The full Sage Report design software is available to edit and create P11D reports.


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