Course description
The P11Ds, Expenses and Benefits Training Course Collection
If youre experienced in some aspects of payroll, but are unfamiliar with handling employee benefits, submitting P11D forms, need a refresher in this specific area, or are looking to further your career, then this course could be just what youre looking for.
This two-day course not only contains the essential information you need to provide and report on employee benefits but also features two additional e-learning courses to further boost your learning.
Day one focuses on managing expenses and benefits effectively, including the rules around providing expenses and benefits that do not have to be reported and is broken into two half-day sessions.
Day two focuses on P11D benefit calculations and reporting, and the mechanics behind this area, and is again broken into two half-day sessions.
As an added benefit of this two-day course, youll gain access to two additional e-learning courses. The first e-learning course, titled How to complete a P11D form will support your learning and offers further demonstrations and examples of how to complete a P11D form to give you that extra confidence. The second e-learning course, titled Payrolling benefits will give you that extra confidence in taking the leap from P11D reporting, to payrolling and reporting benefits in real-time.
The course is currently split into four half-day sessions, making this ideal for online learning.
Upcoming start dates
Outcome / Qualification etc.
This essential course covers the following areas:
- Cost implications of expenses and benefits
- Reimbursing employee expenses, including travel and subsistence
- Benefits exempt from reporting, including Trivial Benefits
- Salary sacrifice and OpRA (in brief)
- PAYE Settlement Agreements (PSA) and grossing up
- Advantages of an effective and efficient expenses & benefits policy
- Calculating reportable benefit values, including company cars, accommodation, and PMI (private medical insurance)
- Key terms including
- Marginal cost and market value
- Making good
- Completing returns
- P11D, P11D(b), P46(Car)
- Reporting and paying Class 1A NICs
- Payrolling benefits
- The differences between submitting P11Ds and payrolling
- Considerations for switching to payrolling
- Selecting benefits for payrolling
- Selecting employees for payrolling
- Registration with HMRC
Training Course Content
Managing expenses and benefits
Focusing on providing expenses and benefits to employees efficiently within the rules for reporting tax and NICs. You will learn the benefits that can be provided, and expenses that can be reimbursed, without tax or NICs reporting/liability. It will also show how employers can shoulder the tax and NI burden for employees were providing benefits that are minor, irregular or impractical to apportion.
- Cost implications of expenses and benefits
- Reimbursing employee expenses, including travel and subsistence
- Benefits exempt from reporting, including trivial benefits
- Salary sacrifice and OpRA (in brief)
- PAYE Settlement Agreements (PSA) and grossing up
- Advantages of effective and efficient expenses & benefits policy
P11D calculation and reporting benefits
Focusing on the mechanics of reporting benefits and expenses. It will cover calculating values to report, amending values to deal with employee changes and filing reports for P11Ds or payrolling benefits.
- Advantages of effective and efficient expenses and benefits policy
- Calculating reportable benefit values, including company cars, accommodation, and PMI (private medical insurance)
- Key terms including
- Marginal cost and market value
- Making good
- Completing returns
- P11D, P11D(b), P46(Car)
- Reporting and paying Class 1A NICs
- Payrolling benefits
- Registration
- Adjustments
- Communication
How to complete a P11D form
This e-learning course will take you through the process of completing a number of case study P11D forms, with a refresher on what will be included in each section:
- Completing returns
- P11D, P11D(b)
- Reporting and paying Class 1A NICs
Payrolling benefits
The course will take you through all the considerations when starting payrolling benefits for the first time.
- The differences between submitting P11Ds and payrolling
- Considerations for switching to payrolling
- Selecting benefits for payrolling
- Selecting employees for payrolling
- Registration with HMRC
- Communication
Reviews
Average rating 5
Continuing Studies
- Payroll Update
- Automatic enrolment and pensions for payroll
- Holiday pay and leave
- National Minimum Wage and other working entitlements
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The Chartered Institute of Payroll Professionals (CIPP)
The UK’s leading provider of education for payroll. Leading the profession through education, membership and recognition. Established in 1980 as an official industry body, the Chartered Institute of Payroll Professionals (CIPP) is the only Chartered institute for payroll, pensions and reward...
Case Studies
COVID-19 - Updates from the CIPP
Read how the Chartered Institute of Payroll Professionals is responding to Coronavirus (COVID-19).
Really enjoyed the course - all course documentation is of a very high standard.