UK P11D / Benefits-in-Kin
Track benefits-in-kind and build P11D-format worksheet data (no HMRC submission)
Every year, P11D benefits-in-kind get assembled in fragile spreadsheets that nobody trusts and HMRC penalises if wrong. This module records each taxable benefit per employee for a tax year, classifies it against the standard P11D sections A to N, and computes the cash equivalent using the real HMRC car, fuel, van, loan, mileage and accommodation rules. It totals each employee's worksheet and the employer's Class 1A NIC, rolling up to a P11D(b) summary ready to transcribe onto HMRC forms. It is aimed at UK payroll teams, in-house finance and accountants in practice. Worksheet-only: it generates the figures, you submit to HMRC.
Key Features
Benefit-in-kind worksheet per employee
The gb.p11d.worksheet model holds one record per employee per tax year, with NI number, director flag and a draft / confirmed / submitted state. Benefit lines roll up into total_cash_equivalent and a section breakdown, replacing the per-person P11D spreadsheet tab.
Real HMRC company-car calculation
For car benefit lines the cash_equivalent compute takes list price less capital contribution, applies the CO2 appropriate percentage, prorates by days unavailable and deducts amounts made good. The _onchange_co2 helper suggests the appropriate percentage band straight from the CO2 g/km figure.
Fuel, van and beneficial-loan charges
The benefit_kind selection covers car fuel (multiplier x appropriate percentage), van and van-fuel fixed charges, and beneficial loans computed from the average loan balance at the official rate of interest less interest paid. Each method follows the HMRC formula rather than a flat estimate.
Mileage and accommodation benefits
Mileage lines compute the taxable excess of payments above the HMRC approved rates (45p first 10k miles, 25p over). Accommodation lines take the higher of annual value or employer rent, prorate it and deduct the employee contribution, so the harder P11D sections are covered too.
Standard P11D sections A to N
Every benefit line carries a section field with the official P11D letters (A assets transferred through N expenses payments). The worksheet section_breakdown groups cash equivalents by section so figures map straight onto the HMRC form layout.
Class 1A NIC and P11D(b) summary
Each worksheet computes employer class1a_nic at the tax year's configured rate. The year's build_p11db_summary and action_p11db_summary aggregate confirmed worksheets into employer-level total benefits and Class 1A due, the figures needed for the P11D(b) declaration. Worksheet-only: no HMRC submission.
Configurable tax year parameters
The gb.p11d.year model defines the 6 April to 5 April period plus the Class 1A rate, car-fuel multiplier and van charges. days_in_year() drives proration, and every benefit recomputes against the correct year's figures so each year keeps its own statutory values.
Bulk creation and confirmation
create_for_employees mass-creates draft worksheets for a set of employees without duplicates, and the year's action_confirm_all confirms every draft worksheet that has benefits. action_confirm posts the BIK and Class 1A totals to the chatter for an audit trail.
Use Cases
Screenshots
All Benefits
P11D Worksheets
Tax Years
Why Choose This Module
Every year, P11D benefits-in-kind get assembled in fragile spreadsheets. This module records each taxable benefit per employee for a tax year, classifies it against the standard P11D sections (A–N), and computes the cash equivalent — including the company-car and fuel-benefit rules. It totals each employee's worksheet and the employer's Class 1A NIC, ready to transcribe onto HMRC forms. Worksheet-only: no submission to HMRC.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: hr
- Support: support@pokutsoft.com
Update date: 2026-07-02