Updated Features of P11D 2011
Features in both P11D Standard and Professional
|
Feature |
Benefit |
|
Easy to use |
Anyone familiar with the Windows environment will be able to use the Sage P11D software and feel comfortable with its user-friendly interface. Each benefit screen has been specifically designed to follow a similar, intuitive layout, facilitating the entry of benefit information. |
|
Sage product integration |
Contains an Import Wizard to import data easily and seamlessly from Sage Payroll and Sage Personnel. Can also import CSV files from spreadsheet programs, and export benefit data as CSV files. |
|
Access Rights and Security |
Provides security allowing you to limit access to sensitive information, ensuring data remains confidential and secure.
Customers can personalise what individual users can see and have access to when they log on, for example restricting access to certain areas. |
|
Approved forms |
Generates HMRC-approved P11D, P9D and P11D(b) forms, Class 1A reports which can be sent electronically to the HMRC or printed off as a completed form. |
|
Internet Submissions |
Allows electronic submission of P11D, P11D(b) and Class 1A reports straight to the HMRC. (P9D cannot be submitted electronically, so internet submissions are only available if there are no employees on P9D tax) |
| Automatic calculations | Calculates all taxable benefits and expenses instantly and efficiently, removing the need to perform complex calculations and complete worksheets manually. |
| Benefit calculation override | Provides override for calculation, so you can key in your own benefit charges/changes. |
| Enhanced search engine | Save time finding employee/employer details. |
| Desktop Criteria | Customers can personalise the information they wish to see, for example, excluding leavers or only show employees with benefits. |
| Desktop Interface | The desktop is split into 4 distinct areas for ease of use, improving navigation. |
| Reports | Improved functionality and more reports available, giving greater flexibility and control
There is also a standard letter to accompany their employees’ P11D/P9D forms. |
| Legislation | Legislation is visible, allowing checking of calculations. |
| Employer specific settings | Customers can specify employer’s rates for mileage, currency conversion, van-sharing, assets etc |
| Data management | Delete groups of employees/benefits, allocate employees to multiple employers, compact & repair database, move data location etc |
| Multiple Companies allowed | P11D is multi company and produces the number of reports specified on the licence irrespective of the number of companies it covers. |
Sage 50 P11D Professional Features only
|
Feature |
Benefit |
|
Global PSA Reports
|
Global PAYE Settlement Agreement is between the employer and the HMRC – where the employer agrees in advance to pay a lump sum for tax and NI due for staff benefits, e.g. Christmas Party. You can record and report on PSA’s in the Sage P11D Professional program.
Benefit summary: Saves time – employer doesn’t need to calculate and submit a P11D for every employee |
|
Audit Trail
|
The Audit Trail in Sage P11D Professional allows tracking of changes to the database by date, user and area of programme.
Benefit summary: Greater Control – can track each change. |
|
Batch Processing
|
The Batch Processing facility in Sage P11D Professional allows employers to add a series of benefits of the same type to a number of employees at the same time
Benefit summary: Saves time – speed of entry |
|
Benefit Templates
|
If a particular benefit is common to a number of employees a Benefit Template can be set up, saved and applied to a number of employees at the same time.
Benefit summary: Saves time – speed of entry |
|
Profiles for Employee Groups
|
Users can create a set of default characteristics relating to a particular group of employees, e.g. directors. They can then apply the profile to a set of employees, automatically populating a number of fields in the employee’s record, saving the repetitive entry of identical data. It will also highlight any benefits that have not yet been applied.
Benefit summary: Saves time – speed of entry |
|
Class 1A Drilldowns
|
Offers a breakdown on the employer’s declaration. Users can drill down to get very specific information, which helps with reconciliation.
Benefit summary: Greater control –helps with reconciliation |
|
Report Designer
|
Users can customise existing reports or create brand new reports to fulfil specific reporting requirements.
Benefit summary: Greater control – makes the information more meaningful. |