The schemes screen

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Costs tab:

For each new scheme that you add, give it a name and select whether it is a Health scheme, Other scheme liable or Other scheme not liable. This ensures that the benefit is reported in the correct section of the P11D.


For each scheme add a cost for the relevant period.


Note: your scheme cost may run concurrently with the tax year, or may have a calendar, or other annual, period, or you may have more regular price adjustments. Within each scheme, the periods may not overlap. Ensure that you have included costs for the whole period that the scheme will be allocated to employees in the tax year.


Allocations tab:

This tab-sheet indicates those employees who have had a particular Scheme allocated to them, showing their staff number, name and the periods of allocation.