How to Setup Sage 50 P11D?

Setup Sage 50 P11D

Sage 50P11D is solution, developed by the Sage Groups for the employees’ taxable benefits. If you want to set up the process for Sage 50 P11D, then you will have to complete the four import aspects, like:

  • Information regarding the Employer
  • Information about Employer defaults
  • Details of the Employee
  • Processing the benefits

Also, if you using the Sage 50 Payroll, then you can easily import the employer, employee, car, mileage along with the loan details into your Sage 50 P11D.

Setting up an Employer Details

If you want to set up a new employer, then follow the steps mentioned below:

  • Go to Employer, then select the New Employer Record.
  • Provide the employer details in the Details tab, Settings tab and Analysis tab.
  • Go to Save option and then select Close tab.

Setting up an Employer Defaults

To create the Employer defaults, follow the steps mentioned below:

  • Select the required Employer, then click on the Employer option.
  • Now, you will have to select the options according to your requirement:
  1. Benefit Information
  2. Van Sharing Information
  3. Mileage Rates
  4. Medical Insurance Groups
  5. Employer Assets
  6. Global PSA Benefit (only for Sage 50 P11D Professional users)
  7. Employee Profiles Details (only for Sage 50 P11D Professional users)
  • To create the general defaults, you will have to go to the Settings option.
  • Now, select the options from the list below:
  1. Legislation
  2. Currency Maintenance
  3. Official Interest Rates

You have successfully, created a new employer and set defaults for the same.

Setting up the Employee Details

To set up the Employee Details, follow the instructions mentioned below:

Select the required Employer, then click on the Employer option.

  • Go to Employee, then click on the New Employee Record.
  • You will be asked to enter the information in the Employee Record. (Note: the mandatory information in the Employee Record will be displayed in blue color).
  1. Personal tab
  2. Employee tab
     Employer
  3. Employment tab > select the Job Details tab
     Employee Number
     Employee Profile
     Access Level
     Director
     Exclude from all Dispensations
     Employment Period From
     Employment Period To
     UK Start Data
     UK End Date
  4. Employment tab and then select the Tax/NIC Details tab
     Tax Details, High Rate
     Tax Details, Earnings
     Tax Details, Deducted
     NIC Details, Liable
     NIC Details, From
     NIC Details, To
     Form Type, P11D/P9D
  5. Click on the Employment tab, then go to the Medical Insurance tab
     Insurance Group Name
  6. Select the Employment tab.
  7. Go to Analysis tab.
     Department
     Cost Centre
     Analysis 1
     Analysis 2
     Analysis 3
     Notes.
  • Now, click on save and close the tab.

Setting up the Process Benefits

Now, you can process a benefit for the employee:

  • Go to required employer tab.
  • Click on the required employee option and go to Benefits.
  • Select the benefit type which you want to process.
  • Now, you will have to enter the benefit details in the boxes which is displayed.
  • Go to Save option and then click on Close.


While setting up the Sage 50 P11D, if you have any issues then you should contact the RemoteAccounting247 for assistance. To contact them, you just have to give a call on their Sage customer support number  +1-800-961-6588. They provide 24*7 services.


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