Miscellaneous Benefits

You can use the Miscellaneous Benefits window to record less common benefits and expenses.

Let's take a closer look.

1. From the employee list, select the required employee. Under Benefits, click Miscellaneous Benefits.
   

   TIP: If the employee already has a benefit of this type, the existing benefit record appears. To create a new benefit record, click New.

2. Complete the Miscellaneous Benefits window, mandatory fields are marked in blue.
    NOTE: If you provide a benefit that isn't listed in Sage 50 P11D, you can add it to the list of miscellaneous benefits.
   

   Benefit Type	Choose the required benefit type. NOTE: If you select Council Tax or NIC PAYE'd on Behalf of Employee from the Benefit Type drop-down list, the Class 1A check box is not active.
   Date	The date the benefit was paid to the employee.
   Cost	The cost of providing the benefit to the employee.
   Class 1A	If you don't want to include the cost of providing the benefit in Class 1A calculations, clear the check box. This box is selected by default except for Council Tax, NIC Paid on Behalf of Employee where the check box is not active, and Nursery Fees where the check box is clear.
   % Taxable	Sage 50 P11D assumes that 100% of the benefit is taxable, this can be amended, if required.
   Employee Contribution	Enter the amount of any employee contribution made to you for the provision or use of the benefit. The contribution reduces any taxable benefit for the employee. If the employee's contribution is greater than the taxable benefit, the taxable benefit is reduced to zero.
   Amount PAYE'd	If you've agreed with HM Revenue & Customs to pay the tax due on the benefit through the employee's payroll, enter the amount from which the tax has been deducted.
   Optional Remuneration Arrangements	This is the amount of salary or cash given up by the employee in return for the provision of the benefit or the amount of cash pay that the employee could have received instead of that benefit. A benefit is deemed to have been provided via an OpRA if a Cash Foregone value greater than zero is entered.

3. To save the benefit record, click Save.
    TIP: The chargeable cost and the total P11D cost for this benefit appear in the status bar of the Miscellaneous Benefits window.
4. To return to the Sage 50 P11D desktop, click Close.