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HMRC internal manual

PAYE Manual

From
HM Revenue & Customs
Updated
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P11D processing: processing and retrieving forms P11D: adding an employer note

You can use the Notes screen to add notes on the quality of the forms P11D received and highlight any need for employer education. Notes can be made against employers once selected from the list box in the batch. You should use these notes to comment about the employers forms P11D generally, rather than individual forms P11D.

To add a note

  • In the Capture Batch screen, highlight the employer
  • Select the [Notes] button

You can also add notes for forms P11D that you are capturing outside the Workflow Management process. In these circumstances the Notes screen is accessed from the employer details screen, then you select Notes from the Edit menu, the Notes screen will be displayed. From the Notes screen select the [P11D Capture] button.

The following message will be displayed if there are no previous recorded Workflow Management notes for the employer

‘There are no P11D notes for this employer’

  • Select the [OK] button

The P11D Capture Notes screen will be displayed

  • Select the [Add] button, the Add P11D Capture Note screen will be displayed

Select one of the entries from the Standard Text drop down list.

The options are

  • HIGH NUMBER OF NIL P11DS
  • HIGH NUMBER OF NIL BENEFITS
  • P9DS ONLY RECEIVED
  • CAR REG DATES NOT PROVIDED
  • DISPENSATION CLAIMS FOR VEHICLES
  • DISCREPANCY WITH CAR / FUEL BENEFIT CHARGES
  • EDUCATION NEEDED FOR CAR BENEFITS
  • FPCS INCORRECTLY ENTERED AT SECTION E
  • AGE OF VAN NOT CLEAR FROM BENEFIT
  • DISCREPANCY IN BNLN AT SECTION H
  • DISCREPANCY IN HOLIDAY BENEFITS AT SECTION L
  • DISCREPANCY IN TRAV + SUB PAYMENTS AT SECTION N
  • INFORMAL EXPENSES INCURRED CLAIM - CUST EDUC REQ
  • INFORMAL EXPENSES INCURRED CLAIM - UNCLEAR ENTRIES
  • EXPENSES INCURRED DISCREPANCY
  • EXPENSES INCURRED - UNABLE TO INPUT
  • GENERAL EDUCATION NEEDED
  • HAND WRITTEN NOTES OUTSIDE BOXES ON P11D
  • HANDWRITING ILLEGIBLE IN PARTS
  • MARORS INCORRECTLY ENTERED AT SECTION E
  • OTHER NOTE

You can expand on the note by typing your comments in the Free Text area

  • Select the [Cancel] button if selected in error

Or

  • Select the [OK] button if correct. You will be presented the P11D Capture screen and the note is displayed