If you offer benefits to your employees, you will need to add a benefit record to the employee record. To do this, follow the steps below.
📌Note: Access Payroll does not support payrolled benefits at this time.
Click Employees, and then click Records.
Find and select the required employee, then click the View Record
icon. Click the Benefits tab, click the Add
icon.Enter the mandatory information, denoted by the asterisk * icon.
Click Save.
Benefit type F - Cars and Car Fuel
Once a car benefit record has been created, you will then need to add a car. To do this, follow the steps below.
Next to the heading Company Car Benefits, click the Add
icon.Enter the make and model of the car, then the registration number.
Enter the remaining required information, using the tables below.
General tab
📌Note: Cars with CO2 emissions equal to or less than 75 grams will not take into account the amount foregone fields.
Price | The list price of the car when new, including delivery, VAT and car tax, if applicable. |
Date of registration | The date the vehicle was first registered. |
Available from | The date the vehicle was first made available to the employee. |
Available to | Leave blank if in use, the date the vehicle was last available. |
Fuel type | Select the correct type from the drop-down list. |
Amount foregone for car | If required, enter the value the employee scarifies each period for the car. |
Amount foregone for fuel | If required, enter the value the employee scarifies each period for fuel. |
Car Benefit tab
Original accessories | The value of any accessories charged on the original invoice. |
Added accessories | The value of any accessories that have been added for this Employee. |
Contribution to purchase | The amount the employee contributed towards the purchase of the vehicle. |
Contribution to running costs | The amount the employee is contracted to contribute towards the running costs of the vehicle. |
CO2 (g/km) | Enter the manufacturer's C02 g/hm figure. |
Zero emissions mileage | The approved zero-emissions mileage figure for the car. |
Engine capacity | Enter the engine capacity in cc. |
No approved C02 emissions rate | Select this checkbox if there is no CO2 emissions rate for the vehicle. |
Fuel Benefit tab
Free fuel | Select from the drop-down if free fuel is supplied or not. |
None | The employee doesn't receive any fuel |
Supplied - including personal use | The employee receives free fuel that includes personal use. |
Supplied - Business use only | The employee receives free fuel, but not for any personal use. |
Click Save.
Benefit type H - Interest-Free And Low Interest Loans
Once a loan benefit record has been created, you will then need to add the loan details. To do this, follow the steps below.
Next to the heading Loan, click the Add
icon.📌Note: Don't enter a finish date until the loan has been paid off.
Enter the relevant information.
Click Save.