How Do I Import Other Benefit Data for P11D Purposes?

How Do I Import Other Benefit Data for P11D Purposes?

Once you have created your User Benefit addition headings, you can import data into these headings where the P11D box is A, B, C, I, J, K, L, M or N. ie all benefits apart from Accommodation, Loans, Mileage, and Vehicles.

To import other benefit data

  1. First create a spreadsheet of data with a column for Employment ID, Taxable Benefit Amount, and optionally a Made Good column if any need recording. Note: If the P11D form shows a Made Good box, then include this in your file, even if all of the values are zero. Additional columns can be contained in the spreadsheet if desired.
  2. Save this spreadsheet in a .csv format. 
  3. Navigate to the Import Other Expenses and Benefits form.
    Go to Cintra iQ: Expenses & Benefits> Import of Expenses and Benefits> Other Expenses
  4. Select the tax year you are dealing with (eg select 2019 for tax year ending 05/04/2019).
  5. Select the User Benefit Heading you are importing into.
  6. Select the Over write existing benefit data option if you want to throw away any existing data held against employees for this heading.
    Note: If this data is just to be added to already existing data, leave this option unchecked.
  7. Click the Next button. You are asked to select your import file.
  8. Use the browser to find your file.
    1. Once you have selected your file, you are asked how many header lines there are (ie rows not to be imported) and on which line you want headers displayed from.
    2. You are now be presented with the Expenses and Benefits Import mapping window.
  9. Map each relevant column on the left to a field on the right.
  10. Click the Next button. You are presented with the contents of your file, and any validation errors.
  11. Click the Import button to import your data.

    • Related Articles

    • How Do I Report on Payrolled Benefits?

      Within Cintra iQ, you can calculate payrolled car and fuel benefits, van and fuel benefit and mileage benefit during a payroll period instead of submitting a P11D at the end of the year. You can also choose to payroll other benefits such as private ...
    • How Do I Report on Employee Payrolled Benefits for Whole Tax Year?

      Within Cintra iQ, you can calculate payrolled car and fuel benefits, van and fuel benefit and mileage benefit during a payroll period instead of submitting a P11D at the end of the year. You can also choose to payroll other benefits such as private ...
    • How Do I Set up the Vehicle Payrolled Benefits?

      Within Cintra iQ, you can set up the company vehicle benefits to be payrolled for each PAYE scheme in a given tax year. Ensure you have registered with HMRC with your intent to payroll those benefits that are not to be included in the P11D. For more ...
    • How Do I Assign Other Payrolled Benefits to Employees?

      Within Cintra iQ, you can payroll any other benefits that are not vehicles or mileage, to be taxed during a payroll period instead of when the P11D is submitted to HMRC at the end of the year. Other benefits can be Health Insurers, Dentists, ...
    • How Do I Import Employee Salary Related Pension Band Data?

      You can easily update the employee salary related pension bands into Cintra iQ by importing the data through the Interface Connector. This is useful if you want to update all the bands at one time instead of manually entering the data for each band ...