How do I produce an expenses & benefits summary by P11D document section report?

The Expenses & Benefits Summary by P11D by Document Section report within Cintra iQ displays the expenses and benefits by P11D document section by employee receiving benefits. The report output shows the following details in a collapsible listing for each document section by employee and benefit.

 

To produce the report

1. Go to Cintra iQ: Expenses & Benefits> Reporting> Expenses & Benefits Summary (no-payrolled) By Document Section. The Include Records for... Expenses_Benefits Summary By Document Section form appears.
2. 
3. Select the desired Tax Year.
4. Select the desired Payrolls.
5. Click the Next button. The Include Records for... Expenses_Benefits Summary By Document Section form appears.
6. Select the desired Employee option.
7. Select the Next button. The Expenses_Benefits Summary By Document Section - Selection form appears.
8. Review the summary.
9. Click the Run button. The Expenses_Benefits Summary By Document Section report appears.
10. Continue to Save and/or Print the report.

PDF Output example

Spreadsheet Output example