Other Useful Documents and Guides

Change the naming convention of the P11D Benefit statement PDF file
Why change the name? When sending out P11D benefit statements (or facsimiles) via email, or when saving files as PDFs, you may want to change the naming...
Fri, 1 Sep, 2023 at 3:28 PM
P11D Organiser Functional Specification
Feature/Function Description System   Multiple PAYE references Support to maintain and manage multiple companies/PAYE references Multi-us...
Thu, 27 Jul, 2023 at 1:21 PM
Setting up Client Server
Navigate to the server on the required machine, and run the Organiser Once logged in, go to the Admin menu and select Setup P11D Client from the bottom ...
Wed, 14 Jul, 2021 at 3:35 PM
Office 365 OAuth - Admin Approval
When setting up OAuth for Office 365, you can occasionally come to a screen that says you need Admin Approval - this indicates that within your Organisation...
Fri, 30 Jun, 2023 at 2:40 PM
Publishing to individual files on SaaS/Hosted
As publishing to individual files creates a report for each employee rather than one big file containing a report for everyone, downloading those reports fr...
Thu, 3 Nov, 2022 at 12:02 PM
Company Car Tax Rates 2021-2028
HMRC have now published Company Car Tax rates all the way through to the 2027-2028 tax year - these are detailed in the table below. CO2 emissions (grams p...
Thu, 1 Dec, 2022 at 12:22 PM
Attaching a covering letter to an employee report
In this article you will be taken through the process of attaching a custom covering letter to the employee reports. This guide assumes that you have Micros...
Fri, 22 Mar, 2024 at 9:36 AM
Downloading the Workstation Installer
The way that a PC or computer is 'joined up' to an existing installation is by running the Workstation installer from the main application folder. Y...
Mon, 26 Jun, 2023 at 8:45 PM
How do I amend my return if I have made an error?
As you may be aware, HMRC have announced that they will no longer accepts printed forms P11D and P11D(b) as from 06/04/2023, and this INCLUDES a...
Wed, 22 Nov, 2023 at 1:19 PM
Merging Benefits
When you move from year to year, the P11D Organiser will ask which benefit sections you want to 'merge over' to the new year - this would normally b...
Mon, 11 Sep, 2023 at 4:21 PM