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P11Ds, expenses and benefits

Study Method Online
Provider CIPP
Recognition CPD
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CIPP

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Course overview

If you’re experienced in some aspects of payroll, but are unfamiliar with handling employee benefits, submitting P11D forms, need a refresher in this specific area, or are looking to further your career, then this course could be just what you’re looking for.

This two-day course not only contains the essential information you need to provide and report on employee benefits but also features two additional e-learning courses to further boost your learning.

Day one focuses on managing expenses and benefits effectively, including the rules around providing expenses and benefits that do not have to be reported and is broken into two half-day sessions.

Day two focuses on P11D benefit calculations and reporting, and the mechanics behind this area, and is again broken into two half-day sessions.

As an added benefit of this two-day course, you’ll gain access to two additional e-learning courses. The first e-learning course, titled ‘How to complete a P11D form’ will support your learning and offers further demonstrations and examples of how to complete a P11D form to give you that extra confidence. The second e-learning course, titled ‘Payrolling benefits’ will give you that extra confidence in taking the leap from P11D reporting, to payrolling and reporting benefits in real-time.

The course is currently split into four half-day sessions, making this ideal for online learning.

  • 10 CPD points

  • Part of the Intermediate payroll group

Who's It For?

If you:

  • Are new to providing employee benefits and reporting P11Ds or payrolling them
  • Require a detailed refresher of the above
  • Want to confirm compliance for expense reimbursement and benefits reporting
  • Are reviewing employee expenses and benefits policy
  • Have sign-off responsibility for reporting expenses and benefits to HMRC
  • Are at team leader level or above (or solo payroll specialist) as this is an advanced topic and assumes prior knowledge of basic PAYE and payroll processes

This course will bolster your knowledge, skills, and confidence in the areas of employee benefits.

At the end of the course, you should be able to:

  • Appreciate the effect that the UK’s benefits code has on a range of expenses and benefits (what is and is not reportable for Tax/NI)
  • Evaluate various arrangements for delivering expenses and benefits efficiently
  • Evaluate the organisation’s expenses and benefits policy
    • To reduce costs for employers and employees
    • To motivate and reward employees effectively
    • To reduce the administrative burden
    • To be compliant with legislation
  • Calculate the taxable value of various benefits
  • Calculate Class 1A NICs accurately
  • Complete forms P11D and P11D(b) correctly and on time

Benefits in kind are increasingly awarded by employers to staff as part of a comprehensive total reward package. Ensuring these items are reported correctly to HMRC can be complex, with a myriad of rules to follow.

This course is designed for those in payroll or finance who are responsible for administering expenses and benefits provided to employees.

The course aims to help delegates navigate the complex tax and NICs rules for a range of expenses, benefits in kind and the rules around travel and subsistence. In addition, you are provided guidance on how to calculate and report the values of these benefits on form P11D and Class 1A NICs on form P11D(b).

Also included with the course are the principles of grossing up, and settling tax and NIC on benefits provided to employees/third parties via Taxed Award Schemes, or a PAYE Settlement Agreement.

The course is suitable for delegates that have the following suggested roles:

  • Payroll administrators
  • Payroll co-ordinators
  • Payroll supervisors
  • Payroll Managers
  • Finance Managers
  • Reward Managers
  • And you may be working in either:
  • A payroll bureau
  • Accountancy firm
  • In-house payroll team

Job outcomes

  • HR Roles

Want to see more job outcomes and how your future could change?

What you'll learn

This essential course covers the following areas:

  • Cost implications of expenses and benefits
  • Reimbursing employee expenses, including travel and subsistence
  • Benefits exempt from reporting, including Trivial Benefits
  • Salary sacrifice and OpRA (in brief)
  • PAYE Settlement Agreements (PSA) and grossing up
  • Advantages of an effective and efficient expenses & benefits policy
  • Calculating reportable benefit values, including company cars, accommodation, and PMI (private medical insurance)
  • Key terms including
    • Marginal cost and market value
    • Making good
  • Completing returns
    • P11D, P11D(b), P46(Car)
  • Reporting and paying Class 1A NICs
  • Payrolling benefits
    • The differences between submitting P11Ds and payrolling
    • Considerations for switching to payrolling
    • Selecting benefits for payrolling
    • Selecting employees for payrolling
    • Registration with HMRC

Recognitions

CPD

Accredited/ Certified by CPD

Study method

  • Online Online info icon
    Online delivery - online course content with the exception of assessments and work placement
  • Blended Blended info icon
    Blended delivery - both online course content and partial face to face requirements
  • In-class In-class info icon
    In class delivery - predominately face to face course content conducted at a specific location
  • Virtual Virtual info icon
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online
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Duration study load

  • Four consecutive half days online

Delivery

Online

Entry requirements

This course is not designed for those new to payroll. You need to have working/operational knowledge in either payroll or HR capacity.

You may have already studied the following courses too:

  • Introduction to Income tax and NICs
  • Introduction to statutory payments
  • Essential additions to payroll basics

Find out more about the entry requirements for this course

Pathways

  • Payroll Update
  • Automatic enrolment and pensions for payroll
  • Holiday pay and leave
  • National Minimum Wage and other working entitlements

Testimonials

  • I use this course to keep up to date with expense changes, the first course I attended a few years ago saved my company £16,000 in potential PSA costs.
    Dougie MacInnes
    P11Ds, expenses and benefits

Subjects

The course contains the following modules:
Managing expenses and benefits

Focusing on providing expenses and benefits to employees efficiently within the rules for reporting tax and NICs. You will learn the benefits that can be provided and expenses that can be reimbursed, without tax or NICs reporting/liability. It will also show how employers can shoulder the tax and NI burden for employees were providing benefits that are minor, irregular or impractical to apportion.

  • Cost implications of expenses and benefits
  • Reimbursing employee expenses, including travel and subsistence
  • Benefits exempt from reporting, including trivial benefits
  • Salary sacrifice and OpRA (in brief)
  • PAYE Settlement Agreements (PSA) and grossing up
  • Advantages of effective and efficient expenses & benefits policy
P11D calculation and reporting benefits

Focusing on the mechanics of reporting benefits and expenses. It will cover calculating values to report, amending values to deal with employee changes and filing reports for P11Ds or payrolling benefits.

  • Advantages of effective and efficient expenses and benefits policy
  • Calculating reportable benefit values, including company cars, accommodation, and PMI (private medical insurance)
  • Key terms including
    • Marginal cost and market value
    • Making good
  • Completing returns
    • P11D, P11D(b), P46(Car)
  • Reporting and paying Class 1A NICs
  • Payrolling benefits
    • Registration
    • Adjustments
    • Communication
How to complete a P11D form

This e-learning course will take you through the process of completing a number of case study P11D forms, with a refresher on what will be included in each section:

  • Completing returns
    • P11D, P11D(b)
  • Reporting and paying Class 1A NICs
Payrolling benefits

The course will take you through all the considerations when starting payrolling benefits for the first time.

  • The differences between submitting P11Ds and payrolling
  • Considerations for switching to payrolling
  • Selecting benefits for payrolling
  • Selecting employees for payrolling
  • Registration with HMRC
  • Communication

Want more information about the subjects for this course?

Payment options

Price on request

Find out more about the payment options for this course

About CIPP

The Chartered Institute of Payroll Professionals (CIPP) is the Chartered Institute for payroll, pensions and reward professionals in the UK. With more than 9,500 individuals benefitting from the CIPP's membership benefits and CIPP-approved qualifications and training, the Institute is dedicated to raising the profile of payroll in businesses across the UK. IPP Education Ltd (IPPE) is a wholly owned subsidiary of the CIPP. IPPE is an education and training provider specialising in payroll, pensions and reward, that develops, delivers, assesses, and awards its products to the relevant industry standard. Why choose IPPE? All content is developed in liaison with employers and industry leads within payroll, pensions and reward. All of IPPE’s products are CIPP-approved for quality and legislative compliance. Our training courses are delivered by professionals active within the payroll, pensions or reward industries. Our end-point assessments are conducted by qualified assessors active within the payroll industry. Our qualifications are delivered and assessed by qualified tutors active within the payroll, pensions or reward industries.

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