How to submit P11D/P11D(b) returns electronically

Before attempting this process you should ensure you have entered all benefits and checked your P11D and P11D(b) reports to ensure the figures are correct for the tax year that you are processing. Please refer to the P11D guide for the steps to complete before this process.

The submission is based on the set of employees you have selected, not the payroll, so prior to generating the XML file, you should apply a set that contains all the employees that you want to include in the submission. If the set contains employees that are in different companies with different tax district reference numbers, separate XML files will be created for each tax district reference. 

The P11D submissions in SnowdropKCS do not use the same gateway user ID or password as the Payroll submissions, as the P11D Module has its own fields for these. Before generating the P11D/P11D(b) XML file, please ensure you have entered the correct government gateway user ID and password in the Sender ID and Password fields for each Tax Reference. If you are submitting as an agent, you will need to enter your agent login details in the P11D Control screen.
For information on how to enter Tax Reference and P11D Control details, Read more >

NOTE: There is no "test" submission option. Once you have successfully sent a P11D submission to HMRC, they will close the gateway for that tax district reference and year, so you will not be able to send another submission. Any corrections to what has been sent will need to be posted to HMRC on paper. 

Generate the P11D XML file

Before generating the P11D XML file, please ensure you have run the P11D and P11D(b) reports and are happy with the values shown.

1. Click Payroll, double-click P11D Module, double-click HMRC Filing, then click P11d And P11d(b).
2. Enter the Tax Year ending. For example, 2019 would be the 2018-2019 tax year.
3. Tick the box next to Please confirm that P11D's have been submitted. This indicates that any P11D information that is required will be included in the submission.
4. Click OK .
5. The screen that appears displays the Class 1A NIC benefit amount that has been calculated from the P11D benefits entered for employees. If you have any amounts to be added or deducted from this figure they can be manually added here in the boxes below. If the XML files are being created for more than one tax reference, there will be separate screens where you can enter details for each tax reference.
   

   TIP: If you have payrolled benefits during the tax year, the Brief Description box will say BIK items Payrolled, and the Amount to be added box will be automatically filled with the total amount that has been payrolled for the year that is due for Class 1A. You can add to this amount if necessary.

6. Once you have entered any adjustments required, click OK 
7. You are prompted to view the P11D BIK benefits report (p11dbikrep.rpt). This shows the breakdown of any payrolled amounts by employee for each tax reference. Click Yes to view it, then Exit  when you are finished.
   

   NOTE: If you have not payrolled any benefits, you will get a message: The file being read is empty, please select another or choose Exit. 
   Click OK then Exit 

8. Click Yes to view the P11D Electronic Submission report (p11drep). Click Exit  once you are finished with it.
9. Click OK on the P11D(b) XML Interchange complete message.

TIP: If you want to view or print the p11dbikrep.rpt or p11drep reports after you have completed this process, they are stored in your reports folder. Click Utilities, then click Print, select Database Reports and click . The reports are in the list displayed.

Submit the P11D XML file to HMRC

Once the XML file(s) have been created, the next step is to submit them to HMRC.

1. Click Payroll, double-click Processing double-click UK XML HMRC Filing, then click XML Transfer to HMRC.
2. Click the Finder  button.
3. Highlight the file you want to submit. The format of the file name is:
   P11DByyyyYYMMDDhhmmssttttttttt.XML Where
   yyyy = the tax year ending (for example, 2019)
   YYMMDDhhmmss = the year, month, day, and time in hours minutes and seconds that the file was produced
   ttttttttt = the tax reference.
   So a file called P11DB2019190601091015123456789.XML is for the 2018-2019 tax year, was created on the 01/06/2019 at 09:10.15 in the morning and is for tax reference 123/456789.
4. Click OK 
5. Check the information in the Messages box is as expected.
6. Click Transmit 
7. You should receive a prompt saying the submission was successful, and a confirmation e-mail from HMRC.
   

   TIP: If you do not receive a confirmation e-mail, check you have the correct e-mail address registered with HMRC, although it is often quicker, it can take up to 24 hours to receive the confirmation e-mail.

8. Click Exit 

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