This screen lists all employees and directors. The list shows the status of the preparation of each individual P11D.

When a user clicks the Prep button the P11D return is computed, prepared and displayed.

Once prepared; view, delete and print buttons are then displayed

If changes in the underlying information of a return are required, then delete the return, make the changes and re-prepare.

To print all P11D return as a batch. tick the Check All box. Untick any individual return not needed to be printed and click on Bulk Print.

Clicking on OK takes the user to the screen to launch the submission process to the HMRC gateway.

Enter the amount which the employee/director can claim against the liability shown.

This is to do with whether the expenses being reported on the P11D have been wholly, exclusively and necessarily incurred in the performance of the duties of the employment or office. In that case section 336 claims reduce any potential liability.

This can be a complex area and you are very strongly advised to take appropriate advice if you are unsure.