Guidance

Expenses and benefits from employment toolkit

Get help if you're a tax agent who has clients with end of year forms P11D and P11D(b).

Documents

Expenses and benefits from employment toolkit: 2021 to 2022 employers’ end of year forms and 2022 to 2023 record keeping

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2020 to 2021 employers’ end of year forms and 2021 to 2022 record keeping

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2019 to 2020 employers’ end of year forms and 2020 to 2021 record keeping

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping (Revised)

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Expenses and benefits from employment toolkit: 2017 to 2018 employers’ end of year forms and 2018 to 2019 record keeping

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

This guide helps tax agents and advisers fill in end of year forms:

  • P11D
  • P11D(b)

Tax agents and advisers may use this guidance to help clients with expenses and benefits from employment matters.

Updates to this page

Published 1 April 2014
Last updated 30 June 2022 + show all updates
  1. Expenses and benefits from employment toolkit: 2021 to 2022 employers’ end of year forms and 2022 to 2023 record keeping has been added.

  2. The Expenses and benefits from employment toolkit: 2016 to 2017 employers’ end of year forms and 2017 to 2018 record keeping has been removed.

  3. 'Expenses and benefits from employment toolkit: 2020 to 2021 employers’ end of year forms and 2021 to 2022 record keeping' has been added.

  4. Expenses and benefits from employment updated for 2019 to 2020.

  5. The following agent toolkits for expenses and benefits from employment have been removed: 2013 to 2014, 2014 to 2015, 2015 to 2016.

  6. 'Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping' has been updated and renamed to 'Expenses and benefits from employment toolkit: 2018 to 2019 employers’ end of year forms and 2019 to 2020 record keeping (Revised)'.

  7. Agent toolkit for 'Expenses and benefits from employment' updated for 2019.

  8. Agent toolkit for expenses and benefits from employment updated for 2017 to 2018.

  9. Corrections to dates in the introductory section in addition to formatting changes to the checklist section.

  10. Agent toolkit for expenses and benefits from employment updated for 2016 to 2017.

  11. Agent toolkit for expenses and benefits from employment updated for 2015 to 2016.

  12. Expenses and benefits from employment toolkit: 2014 to 2015 employers' end of year forms and 2015 to 2016 record keeping added.

  13. First published.

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