P11D Questionnaire Coventry : The Hughes Partnership Accountants and Business Advisors Limited

Company Name:

Employee Name:

Please complete one questionnaire per relevant employee.

1. Company Car

Has the company provided a car or van for the director/employee?

Yes

If YES, please provide the name of employee, vehicle details (make, model, engine size, CO2 emissions, fuel type) and the dates the vehicle was available

Is there any private use of the vehicle, or is it insignificant use only?

Company cars are usually deemed available for private use if parked at employees home overnight. Insignificant use of vans means no benefit would be chargeable, examples of insignificant use are if an employee:

takes an old mattress or other rubbish to the tip once or twice a year
regularly makes a slight detour to drop off a child at school or stops at a newsagent on the way to work
calls at the dentist on the way home.

Examples of use which is not insignificant are if the employee:

uses the van to do the supermarket shopping each week
takes the van away on a week’s holiday
uses the van outside of work for social activities.

Has a company fuel card been provided to purchase fuel?

Yes

Has the director/employee reimbursed the company for private mileage?

Yes

2. Telephone and Internet

Does the company meet, or reimburse any part of the director/employees telephone or broadband bills?

Yes

This is only relevant if the contract is in the directors/employees personal name, if the contract is in the company name then please ignore.

How much was met by the company or reimbursed to the director/employee during the tax year?

3. Private Medical Insurance

Does the company pay premiums for private medical insurance, health insurance or life assurance?

Yes

Premium (per year)

4. Subscriptions & Professional Fees

Does the company pay any subscriptions or professional fees on behalf of employees or directors?

Yes

These include subscriptions for leisure, sports or health clubs, magazines or professional subscriptions.

Type of subscription

Premium (per year)

5. Interest-free & Low Interest Loans

Has the company provided a beneficial loan to the director/employee?

Yes

If the total amount outstanding on all non-qualifying loans does not exceed £10,000 at any time in the year, there is no benefit.

If YES, provide details of amounts advanced, and whether repaid

6. Other

If you have provided any other benefits or expenses, please give details below (e.g. spouse/partner expenses on business trips, late night taxis, excessive staff entertaining, relocation expenses, expenses payments using non-standard calculation methods, etc.)

7. Salary Sacrifice / Optional Remuneration Arrangements (OpRA)

For any of the items in previous points, has the employee received reduced gross wages as a result of this benefit in kind?

Yes

If YES, what did this relate to and how much salary was sacrificed?

8. Declaration

I certify that this P11D questionnaire has been completed to the best of my knowledge and I understand that the information provided will be used for the completion of forms P11D.

Name:

Date:

Accessibility links

P11D Questionnaire

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