PAYE57015 - P11D processing: logging forms P11D: log a batch (Action Guide)
To log a batch of forms P11D, follow steps 1 - 8 below.
| 1. | Select the [Log P11D] button on the Workflow Batch Logging screen, the Log P11D screen will be displayed |
| 2. | Enter the Employer reference |
| 3. | Press the [Tab] button on your keyboard, check the correct employer is displayed on screen |
| The P11D Type will default to P11D but you can change this by selecting the appropriate radio button | |
| 4. | Enter the Received date (this will be the date of the date stamp), the default date will be today's date, you can change this to a date not earlier than the 6 April of the P11D year and not in the future |
| 5. | Enter the total number of forms P11D received (must be greater than zero) |
| 6. | Press the [Tab] button on your keyboard |
| 7. | Select the [OK] button to add the forms P11D to the current batch |
| 8. | If the number of forms P11D logged takes the batch total over the optimum batch limit size (this is set centrally), a warning message will be displayed. This advises you of the number of forms P11D just logged and asks if they need to be included in the batch |
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| Note: Forms P9D can be logged in this screen, but they will not form part of a workflow batch. A message ‘P9D return logged’ will be displayed to confirm that the P9D has been logged. To ensure that the Employer Details field is populated on the Workflow Batch Logging screen, please ensure that a P9D is not the first return to be logged in the batch. |
