Managing employee benefits and expenses can feel like navigating a maze, especially when it comes to reporting to HMRC. If you’ve provided any taxable expenses or benefits in the 2024/25 tax year, it’s crucial to hit the right deadlines—both for HMRC filings and for keeping your team informed.

Even if you’ve payrolled benefits through real-time payroll reporting, there’s still work to do once the year ends. By 1 June 2025, each employee must receive a clear breakdown of their payrolled benefits. You can slip this onto their payslip, drop them a quick email, or send a letter—whatever works best for you. Then, come 6 July 2025, make sure your online P11D(b) return is filed, including all those payrolled amounts in your Class 1A National Insurance calculations.

For benefits outside your payroll—things not covered by a PAYE Settlement Agreement—you’ll need to issue individual P11D forms. These must also be submitted online by 6 July 2025; HMRC no longer accepts paper. Don’t forget that your P11D(b) needs to declare these non-payrolled benefits too, and the Class 1A liability you calculate must reflect every taxable perk you’ve provided.

Last but not least, your employees deserve to know exactly what’s been reported on their behalf. By the 6 July deadline, hand over each person’s P11D details—either as a copy of the form, or again by email or letter. Miss a deadline or make a mistake, and you could face hefty penalties. Stay organised, keep those dates in your diary, and you’ll breeze through this year’s benefits reporting with confidence.