Employer - an overview

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The employer is the highest level of organisation of employees within CS P11D. All employees are associated with an employer. There is no limit to the number of employers you want to have on the data file.

 

Sharing data between employers

Note that when you add a second employer, you will be asked if you want employers to share schemes, cars and groups or if they should each have independent schemes, cars and groups. This is a once-only decision and will affect any further employers that may be added to the file at a later stage.

 

Where data was shared in the previous year’s file, roll forward will create a new file with shared data. Similarly, where data was not shared between employers in the previous year’s file, roll forward will create a new file without shared data.

 

Moving between employers

To move between employers in the same data file, either:

Click the Home Page icon on the outlook bar and select the employer name link

go to the home page by clicking the home page icon home_icon on the toolbar and select the employer name link

click the drop-down menu on the home page icon drop_down_icon and select the employer name and the appropriate icon.

select the employer name and appropriate icon from the View menu.

The employer screen

The employer screen is split into two parts:

 

The upper part shows the total number of forms P11D created and the number of employees with each type of benefit. These totals are further broken down to show the error/warning status. By clicking on a number link the relevant subset of employees will be shown on the employees screen.

 

The lower part of the page contains the Employer Details