Payroll Check Ltd

Tax Year End & P11D Course

Also available as an in-house course

IMPORTANT: The course content is currently being developed for TYE 2001/02. The information below shows the anticipated course content.

Course Summary

Tax Year End is a very busy and complicated time of the year for payroll. Whatever the size of your payroll, there is still a range of tasks that need to be performed accurately and in accordance with a strict timetable.
Employers not meeting the strict deadlines, or not completing the documentation correctly, can be fined heavily.
This course looks at what you have to do at tax year end. In addition to reviewing the statutory reporting requirements, we also look at the most common errors at year end.
We will look through all the forms, and will even consider each line of the P11D/P9D return of taxable benefits in turn.
This is a practical course, so delegates will have the opportunity to complete some of the documentation during the course to ensure that they have understood the course materials.
This is a jam-packed course covering the entire administration procedures for tax year end. The comprehensive course materials can be used as your guide to tax year end.
You are advised to book early for this course, as each course is restricted to a maximum of 15 delegates to ensure that delegates are able to receive the personal attention that the important course materials require.

Who is the course aimed at?

This course is for anyone responsible for administering tax year end, and the administration and reporting of benefits in kind.

Course Programme

l Introduction
l Deadlines
   -   P35, P14, P38A
   -   P9D, P11D
   -   P60
l Magnetic Media
l Dispensations
l Form P11D(b)
l Form P35 Employer's Annual Return
l Form P38(S) Students
l Form P38A
l Form P60
l Class 1A NIC
l Class 1B NIC
l Changes for 2001/02
l Preparing for 2002/03
l Practical Exercises
l Form P11D
   -   Introduction
   -   Assets transferred (cars, property, goods or other assets)
   -   Payments made on behalf of the employee
   -   Vouchers or Credit Cards
   -   Living Accommodation
   -   Mileage Allowance
   -   Cars and Car Fuel
     -   Van
     -   Interest Free and Low Interest Loans
     -   Private Medical Treatment or Insurance
     -   Qualifying Relocation Expenses payments and Benefits
     -   Services supplied
     -   Assets placed at the employee's disposal
     -   Shares
     -   Other items
     -   Expenses payments made to, or on behalf of, the employee
l The new tax year 2002/03
     -   Budget Tax Changes
     -   National Insurance Contributions
     -   Benefits in Kind
     -   Tax Rates and Allowances $
     -   Pensions Cap $

Please note that this course does not address the forthcoming changes to the taxation of Company Cars and Employee Travel. See instead our "Payroll Update" and "Changes to the Taxation of Company Cars and Employee Travel" courses.

What is included?

   l  Comprehensive Course Notes
  l  Certificate of Attendance
  l  Discount off consultancy
  l  Tea/coffee on arrival
  l  Morning tea/coffee
  l  Lunch
  l  Afternoon tea/coffee

* Training Dates and Venues * Payroll Update * SSP & SMP *
* Income Tax & NIC * International Payroll *
* In House Training * What is included? * Costs * Continuing Professional Development * How to Book *