Expenses & Benefits Workshop

Full day workshop (Ref: PDW08w) :: Price £397* + VAT
(Book Online £377* + VAT)

*Since 1st Jan 08 this course held in Central London is £447 + VAT, online price will be £427 + VAT.

Delegates limited to 20

Workshop Aims

Designed to impart expert knowledge

This highly practical one-day workshop is designed to impart expert knowledge about the completion of P11D returns of expenses and benefits.

Avoid costly penalties and fines

The objective is to enable employers to avoid the costly penalties and fines that the Revenue can impose for late and incorrect returns.

Step-by-step approach

The tutor will use a step-by-step approach in taking delegates through the P11D form and will ensure that the programme concentrates on those aspects of P11D reporting that are directly relevant to those attending on the day.

Open discussions and hands-on examples

Delegates on this workshop benefit not only from the tutor's own experience and hands-on examples but also from the open discussion, learning how others handle different situations and difficulties.

Those who would benefit the most

Essential for compliance

This workshop is essential for those who collate and record this information, those who actually complete or sign the returns and those with overall compliance with this constantly changing legislation.

Workshop Conclusion

Many valuable tips

By the end of the workshop, delegates will understand just what has to be reported on the P11D, P11D(b) and P9D returns, the importance of accurate records throughout the year, how to reduce the workload by use of dispensations etc. and many valuable tips on correct completion.

What each delegate will receive:

Tutor-led easy-to-follow practical training
Valuable comprehensive workshop reference manual
Unique handouts and exercises
Professional CPD certificate of participation and attendance
Refreshments and lunch

After the workshop:

Free telephone helpline
Free email newsletter
Free web access to payroll tools and Resources

Workshop Programme

Overview of the P11D

Timetable and penalties, fines and interest charges
The use of alternative forms, software and working sheets
How dispensations, Extra Statutory Concessions (ESCs), Statutory Exemptions, Personal Incidental Expenses (PIEs), PAYE Settlement Agreements (PSAs) and Taxed Award Schemes (TASs), affect completion of the P11D form

Completing the P11D - step-by-step

Assets transferred (cars, property, goods or other assets)
Payments made on behalf of employee
Vouchers or credit cards
Living accommodation
Mileage allowance payments
Cars and car fuel
Interest-free and low interest loans
Private medical treatment or insurance
Qualifying relocation expenses payments and benefits
Services supplied
Assets placed at the employee's disposal
Other items (including subscriptions and professional fees)
Expenses payments made to, or on behalf of, the employee, including travel and subsistence.