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Report expenses by year/category - a big help with P11D
I know that there have been topics on the issue of FAC generating P11D forms.
However - can I suggest a simpler short term improvement - namely that of offering the option to report/display expenses by category (within a particular tax year of course)?
This is P11D season, of course, and I just had to sit there with a calculator and add up all my mileage entries and hotel costs for the year, becasue FAC doesn't offer me subtotals by expense type.
A full P11D would be great, but maybe you could deliver 60% of the solution for 10% of the effort with some simple reports.
ta!
However - can I suggest a simpler short term improvement - namely that of offering the option to report/display expenses by category (within a particular tax year of course)?
This is P11D season, of course, and I just had to sit there with a calculator and add up all my mileage entries and hotel costs for the year, becasue FAC doesn't offer me subtotals by expense type.
A full P11D would be great, but maybe you could deliver 60% of the solution for 10% of the effort with some simple reports.
ta!
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Inappropriate?This is too late for you Charles but it may help others.
If you are paying mileage in accordance with HMRC's Approved Mileage Allowance Payments (AMAPs) [10000 miles @40p then 25p] you don't have to enter mileage claims on a P11D.
I’m confident
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Inappropriate?Stuart - and FreeAgent only allows you to do that anyway, to keep things simple.
Charles - a 'by-category annual summary' is no officially on our to-do list.
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Inappropriate?Stuart - true, but in this case my accountant wanted the totals anyway - even if they were not going to appear on the actual P11D. -
Inappropriate?Charles - I don't know what to say! I have enough trouble trying to get clients to do what is required let alone asking them to do what isn't!
I’m puzzled
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Inappropriate?A full P11D report would be fantastic. Currently it's not entirely straightforward (as far as I can tell) to extract the figures a P11D requires.
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