Section J - Qualifying Relocation Expenses Payments and Benefits - Entering Data Manually

Modified on Tue, 16 May, 2023 at 10:57 AM

Manual data entry

Benefit and expenses records are assigned to an employee record within the system.
The software will require a certain amount of information in order to calculate a benefit in kind value. The information required to be entered is particular to each section of the P11D.

How to manually enter a Section J benefit

Select the employee record to that you wish to assign the benefit to then press the "Employee Benefits" button in the bottom right-hand side of the window.

Click the ADD button.

Select the benefit Description and click OK to proceed to the next stage.

The following data points are used to calculate the benefit in kind for this benefit type:

Date relocation began (must be within 2 years of the selected tax year)
Cost to the employer of any qualifying expenses and benefits.
Cost of qualifying living accommodation provided
Qualifying relocation expenses incurred in the previous Tax year (BIK is based over 2 Tax years)
Amount made good towards qualifying benefits by the employee
Relocation to Text

NOTE: The software automatically reduces the value entered by the £8000 exempt amount

Having entered the necessary details of the benefit, click SAVE to save the record.