A Practical Guide to the P11D and Expenses & Benefits
Classroom: £329 +VAT per person
This practical course clearly explains the rules relating to benefits in kind and expenses and how they should be applied in practice. It also guides you through the calculations that sit behind each section of the P11D return or voluntary payrolling, if you have chosen to adopt this. The course has been completely updated in respect to expenses and benefits provision for employees working at home during COVID-19, or being provided with any additional employer support.
The statutory rules in this area are constantly changing and it can be hard to keep up to date. The Government introduced a number of significant changes to the handling and reporting of benefits in kind, from April 2017, particularly where benefits are offered via a salary sacrifice arrangement (which now has a new name – an optional remuneration arrangement).
This course will cover both the current legislative framework and give you an insight into the future of benefits and expenses, helping you prepare for any changes ahead. The course also covers the challenges of flexible working in the 21st century such as homeworking, dual workplaces and supporting a remote workforce.
Attending this course will give you the confidence to know that you and your organisation are dealing with this challenging area correctly. Ultimately, it will help you avoid the costly penalties that HMRC can impose for incorrect or late P11D returns or incorrect processes that are discovered during a compliance review. HMRC have made it clear that the accurate processing of benefits and expenses is a key compliance focus.
“Best course I have attended. Very knowledgeable and approachable presenter in a relaxed and friendly atmosphere.”
“Kate was fantastic - so knowledgeable and professional. One of the best courses I have attended.”
“Very knowledgeable and interesting speaker. Professional presentation and easy to listen to.”
“Thank you Kate. An excellent training course full of content and useful information.”
Human Resources Officer
“Great course, very informative and detailed. Very useful and will be able to take back and put ideas forward to Finance Director.”
“Very informative and current material. Interactive, with lots of examples and attendees queries answered, making the session very interesting.”
“Jo was a fantastic trainer! Made everything as clear as possible.”
“Jo presented the course in a very clear and concise way - she has helped me understand the process a lot and answered all questions. Thank you.”
This course is ideal for anyone involved in payroll or compliance and particularly those responsible for the benefits packages within their organisation. It is also appropriate for finance team members who have to review and authorise expenses so they can identify non-compliant claims and items that need to be reported on the P11D.
This course will cover the following:
Jo has more than 20 years’ experience of working in payroll roles, most recently for a software house with many external clients. She now runs her own payroll services company and delivers consultancy and training on payroll issues for a variety of clients.
Kate is a renowned conference speaker and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers, assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering.