Set up a P11D override

A P11D override allows you to enter manual adjustments to values on an employee's P11D.

With Sage 50 P11D, you can submit forms P11D and P11D(b) to HMRC through your software with overrides in place.

Any values you enter in the P11D Override take priority over calculated benefit values that have an exemption assigned to them.

Add overrides

1. Select the relevant employee from the employee list.
2. Click Employee in the bottom left, then click P11D Override.
3. Read the warning and click Next to continue.
4. Select the relevant checkboxes and enter any override values in the boxes provided. These correspond to the boxes on form P11D.
5. Click Finish to save these details. 

If you add an override, check if the Class 1A NI changes due to it.

If it does change, go to Employer then Employers P11D (b) Declaration then the Adjustments tab. Adjust your P11D(b) as required before you send your submissions to HMRC.

Upgrade your licence

Leave your details below for help with upgrading your Sage software licence, including upgrading Sage 50 P11D to Professional for extra functionality.

Leave your details