Once you have created your User Benefit addition headings, you can import data into these headings where the P11D box is A, B, C, I, J, K, L, M or N. ie all benefits apart from Accommodation, Loans, Mileage, and Vehicles.
To import other benefit data
- First create a spreadsheet of data with a column for Employment ID, Taxable Benefit Amount, and optionally a Made Good column if any need recording.
Note:
If the P11D form shows a Made Good box, then include this in your file, even if all of the values are zero. Additional columns can be contained in the spreadsheet if desired.
- Save this spreadsheet in a .csv format.
- Navigate to the Import Other Expenses and Benefits form.
Go to Cintra iQ: Expenses & Benefits> Import of Expenses and Benefits> Other Expenses - Select the tax year you are dealing with (eg select 2019 for tax year ending 05/04/2019).
- Select the User Benefit Heading you are importing into.
- Select the Over write existing benefit data option if you want to throw away any existing data held against employees for this heading.
Note:
If this data is just to be added to already existing data, leave this option unchecked.
- Click the Next button. You are asked to select your import file.
- Use the browser to find your file.
- Once you have selected your file, you are asked how many header lines there are (ie rows not to be imported) and on which line you want headers displayed from.
- You are now be presented with the Expenses and Benefits Import mapping window.
- Map each relevant column on the left to a field on the right.
- Click the Next button. You are presented with the contents of your file, and any validation errors.
- Click the Import button to import your data.
