Employer CD-ROM 2009 - important information

How to transfer P11 details from 2008

If you have used the P11 Calculator on the 2008 CD-ROM you will need to transfer the details to the Database on your new disk. Doing this is simple:

• Install the 2009 CD-ROM
• Go to the Employer Database and you will be given the option to transfer your data now or later.
• To transfer straight away, simply follow the onscreen instructions.

It will only take a few moments and we advise that you do it straight away.

This will populate the 2009 Database with all employer and employee details, plus all P11 details entered for 2008-09. You will now be able to use the P11 Calculator on the 2009 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 (2009-10). 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 2009-10 P11 calculator

If you have used the P11 Calculator for the 2008-09 tax year you will need to complete and close the year before you can free up the P11 calculator for the 2009-10 tax year.

In order to do this:

• select 'Calculators' from the main menu on the Homepage
• select 'P11 Calculator'
• select the Employers Tab
• select Complete Year End
• Select 'Complete End of Year 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 2008-09 year but you will not be able to make any further alterations.