P11D- Missing/Blank details with Employee/Director with 2 JOBS

p11d-blank-details-with-a-employee-director-with-2-jobs

P11D- Missing/Blank details with Employee/Director with 2 JOBS

2nd June 2023

IRIS P11D- Missing/Blank details with Employee/Director with 2 JOBS

When you generate a P11D but the employee/director etc details and benefits are not showing/missing/blank on the form. They may have 2+ jobs set up on the P11D.

IF a benefit is missing on the P11d(B)or no NIC1A – read this KB

1.Load the company and the relevant year.

2. Select the employee/director on the left side of the P11D– If they have 2 or more JOBS listed (shows as Job 1 and Job 2 etc see below image) then you need to remove the excess jobs- so only 1 job remains, then the details will show on the P11D etc. If you have benefit entries etc under the multiple jobs then ensure the benefits exists under the one remaining job you are keeping.

3. Click on the affected clients name. Go to Edit/Personal details / Related / Involvements – look for 2 or more roles under the person name (eg they may have been under Employment and now a Director)- view all jobs and THEN edit one of the roles, usually the one with a TO date. By editing it so it has a further past TO date and then refresh P11D by changing to a different year and go back to affected year- this one job with a past TO date will disappear and leaving just one job. OR using the ‘delete’ button – but warning this will delete all records . You will have to decide which one to keep and which to delete and you need to remember what entries was entered for both jobs.
Once this extra job is hidden/deleted- make sure the remaining job has all the benefits and entries etc under the one job. Regenerate and Submit

There is no other way around this and you would need to hide/delete one of the jobs.