Roll forward into new tax year

When you enter a new tax year for the first time, the P11D Organiser will offer you the opportunities to roll forward your live employees and their benefits from the previous year.

This gives you a head start on the years preparation, and you can then update the data as the year goes on, rather than starting from square one every year.

The P11D Organiser will also allow you to quickly check what benefits the employee had in previous years, allowing you to cross reference an individual employee’s benefit history.