To perform bulk changes to employees’ P11D details, you can populate and upload a predefined CSV format file with your information.
Note:
Populate the sections column for every entry.
Configure your computer to use a comma as a list delimiter.
Populate the car number in column 32 AF with 1 for one car. You can't leave this blank. If an employee has a second car, enter 2 and so on in sequential order.
On the paper-based reports, you can see the cars numbers in the final column. In the paper or portal P11D, odd number cars show in the Car1 column and even numbers in the Car2 column.
Include descriptions in sections A, B, L, M, or N.
Section A through to N is fully loadable for P11D purposes using one of the predefined CSV formats.
Load CSV file
To load the CSV file, follow the steps below in back office.
Click Core Expense then click Input.
Click P11D then click Load P11D Details.
Select Upload P11D Data from External Source.
Fill the following fields:
Company
Tax Year
Employee Number: For all employees, leave this blank.
Click Browse then select the CSV file from the file location.
Click OK. A PDF report is generated.
If errors exist, you can view these in the exception report.
You need to amend the incorrect records in the CSV file and repeat the above process until no errors exist to ensure your data is intact.
If no errors exist, no report is produced. This indicates the data has been successfully loaded.
View loaded data
To view the data you loaded in Core Expense, follow the steps below in back office.
Note: The data source for the uploaded data will be listed as UPLOAD on the Create/Maintain P11D Details screen.
Click Core Expense then click Input.
Click P11D then click Create/Maintain P11D Details.
Tips
Rule | Details |
Load | You can upload CSV files multiple times. |
Each time you upload a company file, it overwrites the previously uploaded company file. |
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You can make corrections to the CSV file, and repeat the upload process. |
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You keep the historical data in the system by year. For example, when you upload a 2022 data file, you can still view the 2021 CSV data. |
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Data | When populating G2 or G3 on the CSV file, use the cash equivalent field in column six. |
Cash equivalent for van and cash equivalent van fuel should be separate records. |
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Section M valid XML transfer values are:
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The data in these files follow the HMRC Test Information: PAYE internet submissions, expenses and benefits: schema 2020 to 2021 |
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