P11 - UK

This form shows the P11 detail of any paid pays for the employee.

Select the year to see the detail of the P11 records. The Director during year checkbox will highlight if the employee was a director and that the national insurance calculations could be annual calculations, and that the final pay for the year will be an annual calculation. For a director, there will be a 1/1 in the national insurance line showing that there is only one category for that pay.

If the national insurance category is adjusted for the employee, then you will see a 1/2 or 1/3 and the like depending on how many category changes there have been. Clicking this field enables users to select a different category and view the allocations for that category.

Adjustments are also able to be made from this form to the change the NI settings of category, Director status and the annual calculation of a director. Adjustments can be made after the pay is paid, but not on the final pay for the year. Any adjustments will be applied to the next pay. This can be seen on the Adjustments form, the P11 form will show you what the values are for the pay using the adjusted details, not the details from the pays.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Year ended 5^th April

Select the year that you want to view the P11 details for this employee.

Director during year

This checkbox will be selected if the employee was a director for any period during the selected year. This will alert the user to possible annual calculations during the year. The final pay for he year will be an annual calculation when this checkbox is selected.

Adjust

Click this button to go to the Adjustment form to alter paid pays for the employee.

P11 table

This table displays the P11 detail.

For Employees, the values in the clever table on the P11 represent their earnings for each pay period. They are not cumulative. At the end of each year when the P14 is created, all of the values in the columns would be added up to determine Gross Annual Earnings and total deductions for the year.

For Directors, where Calculate NI as per employee on the Tax Configuration tab of the Employee Maintenance form is set to:

True - The detail displayed on the P11 form for all columns except the last represents the earnings for each pay period, with the very last column being a cumulative Annual figure.
False - The detail displayed on the P11 form is cumulative — for example, for a monthly pay period the values in month 3 are the cumulative earnings of months 1, 2 and 3. The deductions for NI are recalculated and the figures in each column replace the previous column's figures.