The Tax Assistant P11D module produces P11D and P11D(b) forms and associated schedules for an unlimited number of employers. The licence for the P11D module is included with that for the full Company Tax Return module.

Comprehensive facilities are included for creating supporting schedules for items such as living accommodation, interest-free loans and expenses payments.

Calculation of car benefits is performed automatically as data is entered on the on-screen P11D form, based on CO₂ emissions for cars registered from 1 January 1998, or engine size for cars registered before that date. Other calculations, such as those for Vans and Interest-free loans, are performed using special "calculators" in a similar manner to those in the Tax Return programs.

A versatile printing system is provided to enable selective printing of the P11D for each employee, the P11D(b) for each employer, and the accompanying schedules.

Tax Assistant P11D fully integrates with the Employment supplement in the Tax Return programs. Data can be imported from the employee's P11D into the Employment supplement with a few clicks of the mouse.

Client filing system File functions are included for creating, renaming and deleting employers and employees in the P11D database. If a P11D exists for an employee for the previous year, an intelligent transfer of data can be performed to create the skeleton of the P11D for the current year. Data that does not, or is unlikely to change from year to year (e.g. description of interest-free loans, car details, description of expenses payable) is copied from the previous year's P11D, thus eliminating the need to re-enter information from year to year.
On-screen display of the P11D form The program includes a full-colour on-screen display of the P11D and the P11D(b) forms. Rapid navigation around the forms is provided by the use of pull-down menus, scroll bars and page selection buttons. If required, you can enter information directly into the boxes on the on-screen forms, just as you would on a paper return.
Notepads Sprinkled around the on-screen forms you will find many "notepad" icons. Simply "point and click" on any of these to open an appropriate notepad. Each notepad icon is context sensitive. When you click on an icon a notepad page appears, which applies to a particular box, or set of boxes, on the P11D or P11D(b) form. There are notepad pages for all sections of the P11D where background data is used to derive the information that appears on the form. Total amounts are automatically calculated on the notepads and copied to the appropriate boxes on the form when you click on the OK button on the notepad. All information entered on the notepads can be printed out in the form of supporting schedules to accompany the P11D and P11D(b).
Calculators For Section F of the P11D (Cars and car fuel), the cash equivalent of each car and, if appropriate, the cash equivalent of fuel for each car, are calculated automatically as you enter the information into the P11D boxes. The program includes a facility to enter the dates of any periods during which a car was unavailable. These periods are taken into account in the calculation of car benefit and reproduced in the Car Benefit schedule. Several other on-screen "calculators" are incorporated into the P11D program. These include:
	Vans for calculating the cash equivalent of vans made available for private use. This calculator includes the facility to enter a history of the use of a van throughout the tax year. Interest-free and low interest loans for calculating the cash equivalent on multiple loans, including loans provided in various currencies. Qualifying relocation expenses payments for calculating the cash equivalent of any expenses payments for relocation, taking account of any exempt amount.
Printed reports of P11D, P11D(b), and schedules Tax Assistant P11D produces high quality printed reports on laser printers. The substitute P11D and P11D(b) produced with the program are approved by HM Revenue & Customs for submission in place of the official form. Schedule printouts have headers and footers containing the employer's name, the employee's name, reference numbers, and the date.
Data transfer to Tax Return There is a facility to import data from the employee's P11D directly into the Employment supplement of that employee's personal Tax Return. This can be done with a few clicks of the mouse from within the Tax Return program.

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