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RPCP11G0 - Summary of Taxable Benefits for End-of-Year Reporting United Kingdom

RPCP11G0 - Summary of Taxable Benefits for End-of-Year Reporting United Kingdom

PERFORM Short Reference   RFUMSV00 - Advance Return for Tax on Sales/Purchases  
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Title

Summary of Taxable Benefits for End-of-Year Reporting: United Kingdom (RPCP11G0)

Purpose

You use report RPCP11G0 to process employee taxable benefits for the following forms:

  • P11D Form - P11D Expenses And Benefits(per employee)
  • P11D (b) Form - Return of Class 1A National Insurance Contributions(summary of all the individual P11D Forms)

You must run this report for all directors in your organisation. In addition, you must also run this report for every employee within your organisation who receives taxable benefits.

You must then send the P11D to the Inland Revenue as part of the basis to determine the employee's tax code for the following year. Form P11D must be created for any employee who has received taxable benefits within a given tax year, regardless of whether he or she has been employed by the company for the whole year.

The typical process within an organisation comprises two-steps:

  1. You send the P11D to the employee for cross-checking.
  2. Then, you send the P11D to the Inland Revenue.

The P11D(b) is a summary form for taxable benefits and the base for payments of Class 1A employer National Insurance Contributions (NICs).

Each of these forms has to be produced per tax reference in order to build the correct NICs per organisation.

The report can be run both in online and batch mode. In order to make printing more convenient, the printing of each form is sent to a different spool request. So, if you use pre-printed stationery, you can change the stationery between different spool prints.

Integration

The taxable benefits from the forms are divided into four categories:

  • Car benefit and car fuel benefit data [data taken from the infotype Company Car (0442)]
  • Beneficial loans (data taken from payroll results for Benefits loans)
  • Relocation expenses and benefits qualifying for relief [as defined in the view cluster Maintain Wage Types for P11D Cumulation Wage Types(VC_596A_D)]
  • Other expense payments and benefits, for example, private medical insurance (as defined in the view cluster VC_596A_D)

Prerequisites

You must have already configured P11D cumulation wage types as taxable benefits. You perform this customising in the Payroll United Kingdom IMG, under:

End-of-Year Processing -> Reporting P11D Expenses and Benefits Form -> Maintain Wage Types for P11D Cumulation Wage Types(VC_596A_D).

The report uses the following constants, the values of which are delivered by SAP. You can check the values in the T511K table:

  • TXBLL - Tax Benefits Threshold

  • LEXRT - Benefit Loans Exemption

  • NICLY - Class 1A Contribution Rate

Features

Selection

Standard Variants

Output

Activities

  1. In the Selection section, enter your selection criteria.
  2. In the Tax criteria section:
  • Select the relevant tax year in the field Tax year ending April 5th.

By selecting the tax year and choosing Enter, the begin and end date for the tax year is automatically inserted into the Further selections section. See the detailed documentation
  • Choose the relevant Tax Reference in the Tax reference field.

The payroll areas are derived from the tax reference. See the detailed documentation.
  1. Select the Output option:

  • Email Electronic P11D
    Select Email Electronic P11D checkbox if you want to generate the P11D form in an electronic format. If you select this checkbox, Email Electronic P11D button appears on the output screen. Select this button if you want to email the electronic P11D form to the email ID that you have specified in the Communication (0105) infotype.

    Note
    All employees are eligible for the electronic format of the form P11D by default. However, you can maintain the eligibility criteria for an employee in Electronic Communication UK (3243) infotype.

  1. In addition, in the External data source (via TemSe)section of the selection screen, you can also set in the Get data from external source indicator. See the detailed documentation
  2. In the Summarysection, you can select the following options:
  • Non-Statutory P11D Form: to generate a P11D summary form. This is a non- statutory form you can use for reference. It includes the summary of all taxable benefits that the employee receives during a financial year. On the output screen, the report displays P11D Summaryform in Data Mailer SAP Script format.

  • Create P11D for employees below threshold: By default, P11D forms are not prepared for employees who earn at a rate less than the legislative threshold specified in the Tax benefits threshold(TXBLL) constant in the T511K table. You use this option to prepare the form also for employees who earn less than the legislative threshold.

Note
  • In case the employee gets more than one P11D Form due to any of the following reasons, the system generates a combined P11D Summary Form:

- Employee avails the benefit of more than two cars
- Employee takes more than two loans
However, if the employee gets more than one P11D Form due to the tax reference change in the same year, the system generates two separate P11D Summary Forms.
  • The system prints the address of the employee in P11D Summary Form. The system checks for the value you maintain in Set subtype sequence for address formatting feature (ADDRS). Accordingly, system reads the information from the Addresses infotype (0006) and prints the same in P11D Summary Form.

  • The report also generates P11D output to send to HMRC for employees who received benefits that have been taxed in the payroll under PAYE. This is required as these values need to be included in the assessment of Class 1A NICs on the form P11D(b). A P11D form is not provided to send to the employee.

  1. When you have entered all your report selection criteria, choose Execute.
Note:
  • You can also run Report RPCP11G0 in the background, by selecting Program -> Execute in background.

The following information is displayed each time you execute the report
- How many persons were selected
- How many forms were processed
- How many forms were rejected (in this case, see the automatically generated error messages).





CPI1466 during Backup   SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up  
This documentation is copyright by SAP AG.

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