Employer CD-ROM 2008 - important information
How to transfer P11 details from 2007
If you have used the P11 Calculator on the 2007 CD-ROM you will need to transfer the details to the Database on your new disk. Doing this is simple:
- Install the 2008 CD-ROM
- You will be given the option to transfer your data now or later.
- To transfer straight away, simply follow the onscreen instructions.
- To transfer later, you can open the database at any time from the P11 calculator menu, the Fill in Forms on-Screen menu or icon on the desk top.. The first time you do this will give you the option to transfer your information.
It will only take a few moments and we advise that you do it straight away.
This will populate the 2008 Database with all employer and employee details, plus all P11 details entered for 2007-08. You will now be able to use the P11 Calculator on the 2008 disk to complete the tax year.
At the end of the year you must take the following action (see below) before you can start the new year (2008-09). Please note you will not be able to enter any paydates for the new year until the following has been completed.
What to do at year end – Opening the 2008-09 P11 calculator
If you have used the P11 Calculator for the 2007-08 tax year you will need to complete and close the year before you can free up the P11 calculator for the 2008-09 tax year.
In order to do this:
- Select 'Calculators' from the main menu on the Homepage
- Select 'P11 Calculator'
- Select 'Enter P11 Calculator'
- Select 'Complete Year 2007-2008 and Start 2008-2009'
You must make sure that you have entered all pay details for all of your employees before continuing. When you select ‘Next’ this will clear all pay details for your employees and any P45 and P32 information.
All employee personal details will be retained. The P11 information will be saved onto a file that can be opened by a spreadsheet application such as Excel, so you will still be able to view the 2007-08 year but you will not be able to make any further alterations.
