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P11D’s Made Easy



   Presenter: Mr Zee Shan
Content:
  1.    Intro to presenter
  2.    Background information
  3.     Special rules
  4.     Exempt benefits
  5.     Exercises
  6.     Car Benefit
  7.     Case study - John
  8.     Deadlines
  9.     P11Dx Dispensation
  10.    Help & Advice
                       Presenter: Mr Zee Shan
Introduction of the
     Presenter
Zee Shan Bawany     CTA   ACCA MAAT


Tax Manager

Smartfield Accountants
Education
Qualification                                           Centre

CTA (Chartered Tax Adviser)                             BPP Birmingham

ACCA (Association of Chartered Certified Accountants)   De Montfort Uni

ATT (Association of Tax Technicians)                    FTC Birmingham

C & G 7407 Teacher Training                             Leicester College

AAT (Association of Accounting Technicians)             Leicester College

BTEC National Diploma in Computing                      Leicester College
Employment

Smartfield Limited   Tax Manager

Abbey Tax Plc        Tax Consultant

Smith Hannah Ltd     Head of Personal Tax

Leicester College    Tax Lecturer
Hobbies
Basic Rules
Have you
completed a
P11D before?
Vouchers
Mobile
Phones
Bonus
Credit or
debit card
Living
Accommodation
Entertainment
  Expenses
Other
Assets
Beneficial
  Loans
Relocation
 Expense
Workplace
  nurseries &
Sports facilities
Van
Exempt
Benefits
Exercises
Car
Case Study


 John
Common
Mistakes
Common Mistakes

  Group discussion
Solution to Avoid Common Mistakes
1.   Full name if shared initials in the family e.g. James Johnson & John
     Johnson;
2.   Current address;
3.   National Insurance number clearly mentioned;
4.   Know the deadline dates for paper returns;
5.   Use the correct form;
6.   Fill out the P11D completely, don’t post partly completed forms
     because HMRC will not complete it for you, they will simply reject
     it;
7.   Sign and date your P11D(b). Unsigned forms will automatically be
     rejected;
8.   Keep a copy of all the forms.
Deadline Dates
Deadline Dates
 P11D & P9D        6th July

 P11D(b)           6th July

 Payment to HMRC 19th July
Penalties for late filing
£100 per month per 50 employees
Copy of slides
   Please send me an email:

zeeshan@smartfield.co.uk
Help & Advice
   HMRC Helpline
    0845 900 0444
The End

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