P11

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

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

You can make adjustments from this form to the change the National Insurance settings of category, status of the director, and the annual calculation of a director. You can make the adjustments the pay is paid, but not on the final pay for the year. Any adjustments is applied to the next pay. The P11 form shows 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 for which to view the P11 details for this employee.

Director during year

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

For a director, there is a 1/1 in the national insurance line showing that there is only one category for that pay.

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, if Calculate NI as per employee on the Tax Configuration tab on 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.