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Can P11D letters be generated through AutoMail and merge P11D information?

Article ID
ias-11961
Article Name
Can P11D letters be generated through AutoMail and merge P11D information?
Created Date
29th April 2015
Product
IRIS AutoMail
Problem
Can P11D letters be generated through AutoMail and merge P11D information?
Resolution
It is possible to generate an expense claim letter using AutoMail which can merge with some fields in P11D. For example, entertainment benefits, reimbursed travelling and subsistence, telephone and other benefits. AutoMail uses ‘context types’ to determine which tags are available. For example, client information, P11D tags. To send a letter with P11D details you must select the ‘Tax (employment)’ context type. For more information on context types see KB IAS-7032 P11D letters can only be generated through the P11D module:
  • From the IRIS main menu, logon to P11D
  • Enter a client in required field. For example, a001
  • Tick the person you want to run the expenses claim for
  • Click on ‘Reports’ from the menu
  • Select ‘Expenses Claim: (AutoMail)’
  • Select ‘Selected personnel’.
  • Run your AutoMail letter. For AutoMail to merge expenses details you must have entered details in P11D. To check these details:
  • From the IRIS main menu, logon to P11D
  • Enter a client in required field. For example, a001
  • Tick the person you want to run the expenses claim for
  • From the menu click on ‘Edit’ and select ‘Employment benefits’.
  • Check that a benefit has been entered, and that there is a tick next to ‘s336 claim Y/N’. Note: You must have a P11D licence and an AutoMail licence.

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