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Status Future consideration
Categories Reports
Created by Sarah-Jane Hayward
Created on May 7, 2025
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit STAF-I-1156 Reports - Employee Benefits.

Payrolled benefits ytd report

We need a report of the annual value of payrolled benefits by individual employee to send to them to meet HMRC's requirements, similar to a P11D in content. Currently the only benefits reports available are a P11D (not applicable in this instance because benefits have been payrolled) or a CSV report which includes the values for all employees and cannot be sent as a password protected individual file.

The same timeframes as for a P11D apply, so please could this be actioned ASAP? Thank you.