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Engagement Letters: P11D Annual Return Terms

P11D Annual Return: Your Responsibilities

(1) You agree to provide us with complete and accurate details of all benefits and reimbursed expenses for the relevant tax year.

You agree to provide us with complete and accurate details of all benefits and reimbursed expenses for the tax year (i.e. 6 April to 5 April) within 28 days of the end of the tax year. Where information is not provided within this timeframe we are not responsible for penalties charged by HM Revenue and Customs.

(2) You will answer our full P11D Questionnaire within 14 days of being sent.

We will send you a P11D Questionnaire to cover most, if not all, of the areas relevant to your annual P11D Return. This should be completed accurately and returned to us within 14 days of being sent unless we request completion earlier due to the upcoming filing deadline.

P11D Annual Return: Our Responsibilities

(1) We will prepare forms P11D and P9D as may be required for each employee.

We will prepare forms P11D and P9D as may be required for each employee from the records, information and explanations that we are provided with. We will submit the P11D and P9D forms together with the P11D(b) form after these have been reviewed approved by you on our electronic portal.

(2) We will send you the P11D information required for your employees.

We will send you the P11D information for you to forward on to your employees and directors by the statutory due date.

(3) We will calculate your class 1A NIC liability.

We will calculate and advise you of your Class 1A NIC liability in time for you to make payment to HM Revenue and Customs before the due date.

These ‘Engagement Letters: P11D Annual Return Terms’ were updated in October 2019.

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What Our Clients Say

Your advice and support has been invaluable throughout this crisis period. I really appreciate it.

Paul Davidson
Encore Machinery Limited

I have worked with Richard for about 8 years and I couldn’t be happier with the level of service and commitment to the success of our business shown by him and his team. Richard is forward thinking and their desire to ‘go beyond’ and combine the accounting work with an appetite to assist in the success of our business is extremely valuable. I look forward to what the next chapter brings.

Gary Duffy
Enfonic (UK) Limited and Enfonic Limited

The team has been great at helping us get to grips with our income, expenditure and future expectations. This has supported us make decisions about the strategic direction of the business. I would highly recommend ‘Accounting & beyond’.

Suellen Morris
Okasan Marketing

We met with Richard early on in our start-up journey and it’s been great working with him and the team.  They are really keen to know what we’re doing and where we’re going and that’s not just about the numbers. We’ve been working with them to define what’s the best way forward and how we can maximise our sales and grow. Looking forward to seeing what the next few months bring!

Sharon Haylock
The Grandparent Hub Ltd