Guidance

Expenses and benefits from employment toolkit

Get help if you're a tax agent who has clients with end of year forms P11D and P11D(b).

• From: HM Revenue & Customs
• Published: 1 April 2014
• Last updated: 30 June 2022
  Show all updates

  1. 30 June 2022

     Expenses and benefits from employment toolkit: 2021 to 2022 employers’ end of year forms and 2022 to 2023 record keeping has been added.

  2. 29 April 2022

     The Expenses and benefits from employment toolkit: 2016 to 2017 employers’ end of year forms and 2017 to 2018 record keeping has been removed.

  3. 23 December 2021

     'Expenses and benefits from employment toolkit: 2020 to 2021 employers’ end of year forms and 2021 to 2022 record keeping' has been added.

  4. 6 April 2020

     Expenses and benefits from employment updated for 2019 to 2020.

  5. 29 October 2019

     The following agent toolkits for expenses and benefits from employment have been removed: 2013 to 2014, 2014 to 2015, 2015 to 2016.

  6. 7 June 2019

     'Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping' has been updated and renamed to 'Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping (Revised)'.

  7. 11 April 2019

     Agent toolkit for 'Expenses and benefits from employment' updated for 2019.

  8. 11 April 2018

     Agent toolkit for expenses and benefits from employment updated for 2017 to 2018.

  9. 4 August 2017

     Corrections to dates in the introductory section in addition to formatting changes to the checklist section.

  10. 11 April 2017

      Agent toolkit for expenses and benefits from employment updated for 2016 to 2017.

  11. 12 April 2016

      Agent toolkit for expenses and benefits from employment updated for 2015 to 2016.

  12. 19 March 2015

      Expenses and benefits from employment toolkit: 2014 to 2015 employers' end of year forms and 2015 to 2016 record keeping added.

  13. 1 April 2014

      First published.

Documents

Expenses and benefits from employment toolkit: 2021 to 2022 employers’ end of year forms and 2022 to 2023 record keeping

ODT, 87.9 KB

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Expenses and benefits from employment toolkit: 2020 to 2021 employers’ end of year forms and 2021 to 2022 record keeping

ODT, 82.2 KB

This file is in an OpenDocument format

This file may not be suitable for users of assistive technology.

Request an accessible format

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2019 to 2020 employers’ end of year forms and 2020 to 2021 record keeping

PDF, 965 KB, 31 pages

This file may not be suitable for users of assistive technology.

Request an accessible format

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping (Revised)

PDF, 1.07 MB, 31 pages

This file may not be suitable for users of assistive technology.

Request an accessible format

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2017 to 2018 employers’ end of year forms and 2018 to 2019 record keeping

PDF, 1.02 MB, 32 pages

This file may not be suitable for users of assistive technology.

Request an accessible format

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

This guide helps tax agents and advisers fill in end of year forms:

• P11D
• P11D(b)

Tax agents and advisers may use this guidance to help clients with expenses and benefits from employment matters.