Help is at hand if you have clients with employers’ end of year forms.

Help is at hand if you have clients with employers’ end of year forms – including P11D, P11D(b) and P9D.

HMRC has issued an expenses and benefits toolkit which is aimed at helping and supporting tax agents and advisers in completing employers’ end of year forms (P11D and P11D(b)) on behalf of their clients. It will also be of use to employers or anyone who is completing these forms or as a general source of reference for tax agents.

The toolkit is designed to help reduce the most common errors that HMRC comes across and contains:

• a checklist
• explanatory notes
• cross-references to legislation and HMRC's internal tax manuals. 

Although not mandatory, it is best practice to use it, especially when you come across a more complicated benefit in kind /end of year return situation.

The full list of agent toolkits is accessible here.