Review your employees' P11 values

Summary

How to review your employees' P11 values in Sage Payroll.

Description

Before you submit your end of year return to HMRC, you must review your employees’ taxable pay. Make sure their values and the information you submit are correct. You can do this using the P11 reports.

Resolution

You can also use these reports to review an individual employee’s total taxable pay to date. This is a detailed breakdown of pay and deductions for each pay run throughout the tax year.

TIP: You don’t submit P11 reports to HMRC. However, you must keep them for at least three years in case of an HMRC inspection.

The P11 reports

Each employee has two P11 reports, one for PAYE and one for NI.

P11 Deductions Working Sheet (PAYE Details)

Employee’s taxable pay
Deductions of tax for each pay period processed within the tax year
Previous tax codes

P11 Deductions Working Sheet (NIC Details)

Earnings in specific bands
Total employee and employer national insurance (NI) contributions
Employee only NI contributions
Statutory sick pay
Statutory maternity pay
Statutory paternity pay
Statutory adoption pay
Student loans
Any changes to an employee’s NI category

TIP: Pension contributions don't accumulate over time, so they're not factored in.

To generate your P11 reports

Go to Year End.
In the Tax year to report on list, click 2023/2024.
Select Review Employee Pay (P11), then select View P11 for all employees.

You should now check that the information is correct.

For example: there are no missing periods you can’t account for.

If you find mistakes, you must correct them before you continue any further.

Once happy that the P11s are correct, proceed to the next step.

Select Return to Year End, then select the Employee Pay has been reviewed check box.

Common errors and possible reasons

Missing pay runs

You haven’t completed the final pay run of the tax year
The employee was set to Do not pay on one or more pay runs
You skipped one or more pay runs. In the Pay Runs tab, a skipped pay run has the status Skipped
If you paid an employee in advance for their holidays, there may be a missing week on the P11
NOTE: In this circumstance, the missing period is fine

Incorrect payment values

You specified incorrect payment values during one or more pay runs

CAUTION: If you find mistakes, you must correct these before continuing.