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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 select the 'Tax (employment)' context type. For more information
on context, click here.
P11D letters can only be generated through the P11D module.
From the IRIS Main Menu, click IRIS P11D
Enter a client in required field. For example, a001.
Select the person you want to run the expenses claim for.
From the menu, click Reports.
Select Expenses Claim: (AutoMail).
Select Selected personnel.
Run the AutoMail letter.
For AutoMail to merge expenses details you must have entered details in P11D.
To check these details:
From the IRIS Main Menu, click IRIS P11D.
Enter a client in required field. For example, a001.
Select the person you want to run the expenses claim for.
From the menu click Edit and select Employment benefits.
Check that a benefit has been entered, and that s336 claim Y/N is selected.
You must have a P11D licence and an AutoMail licence.