Running the P11D Extract Processes

This topic discusses how to run the P11D extract process.

Page Name

Definition Name

Usage

Calculate Absence and Payroll Page

GP_RUNCTL

Run the P11D global payroll process to populate the P11D results tables. Remember that you must run this process when the payroll for the tax year is finalized and the payees are not linked to any open calendars.

The P11D global payroll process must be finalized before normal payroll processing can resume. However, you should check that the Extract P11D Data process runs correctly before finalizing the payroll process.

Extract P11D Data GBR Page

GPGB_P11D_RC

Run the Extract P11D Data process to create the CSV files.

Use the Extract P11D Data GBR page (GPGB_P11D_RC) to run the Extract P11D Data process to create the CSV files.

Navigation:

Global Payroll & Absence Mgmt > Year-End Processing > Extract P11D Data GBR > Extract P11D Data GBR

This example illustrates the fields and controls on the Extract P11D Data GBR page.

 Extract P11D Data GBR page

Field or Control

Description

Tax Year (End)

Enter the tax year for which to run the P11D data extract process. This is the year the tax years ends.

P11D Solution ID

Select the third-party P11D solution you want to use for the extraction. This defines the information that is extracted from HR tables and the output created. The Solution IDs are defined on the P11D Solution page.

Generate Log File

Select this check box to generate a log file.

Reviewing Log File

Here is an example of a log file generated by the P11D Data Extract process:

Parameters
   P11D Solution: KPMG
   UK Tax Year End: 2005
   Debug: N
 
Extract ID: 10
   Record: GPGB_PYENT
   Extract Type: n/a
   File Name: Employers.csv
   Rows Selected: 5
 
Extract ID: 11
   Record: GPGB_PYENT
   Extract Type: n/a
   File Name: PAYE_References.csv
   Rows Selected: 5
 
Extract ID: 12
   Record: GPGB_PYENT
   Extract Type: n/a
   File Name: PAYE_Allocations.csv
   Rows Selected: 5
 
Extract ID: 20
   Record: GPGB_P11DRSLT_L
   Extract Type: EE DETS
   File Name: Employees.csv
   Rows Selected: 3
 
Extract ID: 30
   Record: GPGB_CAR_VW
   Extract Type: n/a
   File Name: Car_Details.csv
   Rows Selected: 5
 
Extract ID: 31
   Record: GPGB_CAR_EXT_VW
   Extract Type: n/a
   File Name: Car_Extras.csv
   Rows Selected: 2
 
Extract ID: 32
   Record: GPGB_P11DRSLT_L
   Extract Type: CAR ALLOC
   File Name: Car_Allocations.csv
   Rows Selected: 2
 
Extract ID: 40
   Record: GPGB_P11DRSLT_M
   Extract Type: LOANS
   File Name: Loans.csv
   Rows Selected: 2
 
Extract ID: 41
   Record: GPGB_P11DRSLT_S
   Extract Type: LOAN BAL
   File Name: Loan_Balances.csv
   Rows Selected: 3
 
End of processing