P11D Return Information

This is an official filing requirement for HMRC.

This form is designed to record any benefits you have received from your Company. This form does NOT cover salary or dividends received from the Company.

Company Name:*
Employee:*
Tax Year:*
Sender (Email):*
Who is your dedicated Caroola Accountant?

BENEFITS & EXPENSES

During the tax year period as selected above please confirm if you have received any benefits or reclaimed any expenses from the Company from the following sources:

1. Company Cars

Yes No

Make & Model:
Date first registered:
Is the vehicle a van?:	Yes No
Engine size (cc):
Date car available from:
Date car available until:
Carbon dioxide (CO₂) emissions (g/km):
Petrol/Diesel/Other (specify):
List price when new:	£
Price of optional accessories:	£
Was fuel provided for private use?:	Yes No
Capital Contributions made:	£

2. Mileage Allowance

Mileage Claimed in tax year (6th April - 5th April).

Yes No

3. Private Health Insurance

Yes No

4. Life Insurance

Yes No

5. Income Protection

Yes No

6. Company Assets

Complete details of any company asset that has been made available for private use (for example Company motorbike.) Please do not declare assets that are substantially for business use, where private use is not significant.

Yes No

Description of Asset:	Market Value when asset first made available for private use:	Purchase Date:
	£
	£
	£

7. Loans taken from the company*

Have you benefited from a loan or loans from the Company that has/have exceeded £10,000 in total at any point?*

Yes No

Withdrawals:	Date Taken:
£
£
£
£

Repayments:	Date Repaid:	Interest Paid:
£		£
£		£
£		£
£		£

8. Other non-business expenses

Details and totals of any other expenses reimbursed by the Company.

Yes No

9. Any other information

Please provide any other details that you may think relevant in completing your P11D/S336 Claim.

Yes No

10. Declaration

Are there other employees/directors in the company?:	Yes No
I will be sending in more returns; number in total:

I confirm that the above questionnaire is complete to the best of my knowledge.*

When you submit this form a copy will be sent to the relevant point of contact and a confirmation email will also be sent to you to acknowledge receipt. A print page is available in your browser should you like to print a copy of the details submitted for your records.