Basic Benefit Information Common Attributes

Some benefits require very little information to process and calculate the cash equivalent taxable amount.

This information is common across these benefit types and covers these benefit types:

If you've created the calculation card for any of these benefit types, you can enter the common attributes in Basic Benefit Information.

Basic Benefit Information component fields and descriptions

Field	Description
Reporting or Processing	Complete this field only if the option at the organization level is Payroll Processing but the benefit will now be reported on P11D. Once it's set to P11D Reporting, you can't change this back to Payroll Processing for the tax year.
Available from Date	Date from when the prorated value of the annual amount of the taxable benefit will be calculated where the annual option is set.
Available to Date	Date to when the prorated value of the annual amount of the taxable benefit will be calculated where the annual option is set.
Cost to You or Amount Foregone	A value between 0 to 9999999.99 For P11D benefit, the value should be the total annual value. For benefits processed, this is the value of the benefit provided as given at the time. If it's an annual amount, set the Tax Processing Rule to tax across remaining payroll periods. If there's an amount foregone by the employee, enter this amount or the cost to employer, whichever is higher.
Is the cost to you an annual amount	If your benefit year is different from the tax year, select this option to ensure that the calculation for the tax year is correct. If this option is set, then the benefit value is prorated based on the available from and to dates.
Amount Made Good	A value between 0 to 9999999.99
Tax Processing Rule	This field only applies to benefits that are processed through payroll. The default is taxed in the next available payroll period.