P11D Questionnaire

Company

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This form allows you to send the information we need for your P11D forms (company directors and employees with benefits - not sole traders or business partnerships)

You may find it helpful to print the form first. If you have difficulties in using the online version, then you are welcome to print, fill in on paper and email or post to us

You will receive an email acknowledgement, and a copy for your records. (If you do not receive this you may have mis-typed your email address when completing the form.)

Save and continue enables you to save and return in 30 days

This form is secure (check for https in your browser).

Your Full Name(Required)

Client Reference at Whitefield(Required)

Company Name(Required)

Your email(Required)

Enter Email Confirm Email

The P11D is an annual return of benefits and taxable expense payments paid by employers to employees including directors.

The information needed in this form refers to tax year 2025-26 (6th April 2025 to 5th April 2026)

To assist you, please let us know:(Required)

We have provided the benefits listed below and would like Whitefield Tax to prepare a P11D for us.

We have not provided any benefits in kind to directors or employees

We deal with our own P11D returns and do not require assistance

If you are unsure about applicability, then to see a list of typical benefits, select the yes button and review the list that follows, then revert to this selection if nothing to report.

1 - Company assets given to a director / employee, which a director / employee is allowed to use, EG company owned motorcycles. NB Don't worry about reporting home computers owned by the company(Required)

Yes, details below

None

Details - 1 - Company Assets(Required)

2 - Payments made on behalf of an employee, EG settling an employees private liability. Items charged to directors account do not need to be reported.(Required)

Yes, details below

None

Details - 2 - Payments made on behalf of an employee.(Required)

3 - Mileage payments over and above allowable 45p / 25p pm for business trips. NB if the only mileage you claim is for allowable business trips, and Whitefield Tax does the calculations, you don't need to report anything here.(Required)

Yes, details below

None

Details - 3 - Mileage payments(Required)

4 - Provision of company car to director / employee. NB don't need to report situations where the car is owned personally, but running costs/mileage go through the company. Note: as a matter of good practice running costs for private cars should be paid privately and simply reclaimed as mileage.(Required)

Yes, petrol or diesel, details below

Yes, electric or hybrid, details below

None

4a - Fuel for private use(Required)

Company pays for all fuel, business and private

Company pays for all fuel, business and private, but employye / director reimburses fuel for private use

Employee / Director pays for all fuel and claims reimbursement for business mileage

Please let us know the arrangements for petrol or diesel fuels

4b - Charging of electric and hybrid vehicles(Required)

Charged at employees home, charging costs paid by employee

Charged at employees home, charging costs reimbursed by employer

Charged at employyes home, employer pays for an electric supply

Charged at workplace

Please let us know the arrangements for charging

Details - 4 - Provision of company car to director / employee(Required)

5 - Provision of van to director / employee which is available for private use.(Required)

Yes, details below

None

Details - 5 - Provision of van to director / employee which is available for private use.(Required)

6 - Loans to employees / directors - NB no need to report directors accounts which are repaid by annual dividend, so long as they are not overdrawn at end of tax year.(Required)

Yes, details below

None

Details - 6 - Loans to employees / directors(Required)

7 - Medical insurance, medical expenses or life insurance - NB no need to report overdraft/loan protection so long as the insured is the company, not an individual.(Required)

Yes, details below

None

Details - 7 - Medical insurance, medical expenses or life insurance(Required)

8 - Any other non tax allowable amounts paid to or for a director/employee EG, travel expenses outside of 24 month rule.(Required)

Yes, details below

None

Details - 8 - Any other non tax allowable amounts paid to or for a director/employee(Required)

Any other details or notes

Would you like a copy of this form emailed to you for your records?

Yes

If you need to send any suporting paperwork, you can upload it here, or send by email to julie@whitefieldtax.com

Max. file size: 128 MB.

File (2)

Max. file size: 128 MB.

File (3)

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