SAP End of Year Changes for the UK

• P46 (Car)
• P11D
• P11D(b)

• P11D

• run the P46 (Car) report and confirm that the data on the form relates to the correct year
• run the Taxable Benefits report and confirm that the data on both the P11D and P11D(b) forms relates to the correct year

• The Basic Rate 20% Tax threshold will be changed from £1 to £34,370
• Personal Tax allowance has been increased from £7475 to £8105
• New Percentages and Limits for National Insurance calculation are announced
• The Pension Earnings Cap has been increased from £129,600 to £137,400
• New rates for Statutory Sick Pay, Statutory Adoption Pay, Statutory Maternity Pay and Statutory Paternity Pay
• The student Loan threshold has been changed from £15.000,00 to 15.795,00

• Run payroll and confirm that only employees on gross salary of £34,370 and above are paying 20% tax from 06.04.2012.
• Run Tax Code Uplift program and confirm that employees with tax code L*** have had their code uplifted by 63 points from 06.04.2012. Check also that the personal tax allowance is being correctly calculated on the new amount £8,105
• Run Payroll and confirm that NI is being deducted for the updated percentages at the new limits. Ensure that all employees with NI categories F, G, H and S (COMPS) have been delimited form 05.04.2012
• Run payroll for a sample of employees on statutory absences and confirm the new payments are calculated correctly.
• If you have an employee earning more than £137,400 in the period, run payroll and confirm that their pension contributions are capped.
• Run payroll for an employee with student loan deduction and ensure deductions are not taken for gross pay below £15,795

• F to A
• G to B
• H to R
• S to J

• run the new report RPUNICG0_IT0069 and confirm that all employees formerly on NI categories F, G, H and S have been transferred to categories A, B, R and J from 06.04.2012

• CORT1
• CORT2
• CORT3
• CORT4

• CORT1
• CORT2
• CORT3

• run the UK P11D Report RPCP11G0 (PC00_M08_CTXB) for employees with company car data and confirm that those with licence plate field maintained as 'blank' are displayed correctly.

• Namespace changes for EOY XML e-filing for tax year 2011/12
• New SAPSCRIPTs and EP60 Forms for End Of year report.
• Change of Tax code for personal allowance for the tax year 2012/13. Personal Allowance increased by £630 from £7475 to £8105 Tax code 747L increased to 810L.
• New IT0065 record created on or after 06/04/2012 with P46 as tax code source and P46 statement 1 or 2, the default tax code will be 810L

• run the UK Year End Report RPCEOYG0 and test the e-filing submission
• check tax code is uplifted correctly on processing Tax Code Uplift
• during hiring action, check default tax code is created correctly with tax code source as indicated.

This note only contains the SAR files and steps to manually create a data element.

After applying the SAR files customers have to apply the note 1668275.

The note 1668275 contains all the code changes for 2011-12

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IMPORTANT INFORMATION
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Go though the documents EOY_LC_600.doc and EOY_LC_604.doc included in the attached EOY_LC.zip for a step-by-step procedure for applying the EOY report legal changes.

1. Create the data elements as instructed in the attachment TOPT.ZIP
2. Apply the SAR files attached in client 000 and then the note 1668275.

The namespace is required for submitting the XML file to the government gateway.

An attachment identifies the changes to be made to table T50BS

• check that table T50BS has the entry for PAYE : EOYR : IRNAS hs an entry from 06.04.2011 to 31.12.9999 with the value http://www.govtalk.gov.uk/
  taxation/EOY/11-12/1
• run the UK Year End program with the XML file output option. Clickon Display XML and confirm that the IRenvelope xmlns has the same entry as above.

• Changes to P11D summary sheet SAP Script form HR_GB_P11D_2012S for tax year 2011-2012.
• A new fuel type "Diesel/Electric Hybrid" is introduced for company cars.
• Change in the reporting of company cars on the P11D form:

Current Behaviour: cars with negative or nil benefit are not reported on P11D.
Expected Behaviour: cars with negative benefits and electric cars will be reported on P11D form with nil benefits.

• Excess Regular payments are no longer offset against additional cars:

Current Behaviour: when employees have more than one car in the year one of which has negative taxable benefit due to excess regular payments, the excess regular payments are used to reduce the tax benefit against the other cars.
Expected Behaviour: the excess regular payments should not be offset against other cars as the regular payments are car specific.

• Change of the key letters for “Type of fuel or power used”.

• run the UK P11D report RPCP11G0 (PC00_M08_CTXB) and confirm the summary form HR_GB_P11D_2012S exists and displays correctly.
• create a new company car and confirm that the new fuel type "Diesel/Electric Hybrid" is available for use. N.B. this will require changes in DEV system to be transported through to test.
• confirm that employees with electric cars, or those with negative or nil benefit, are all reported correctly on the P11D report with nil benefits.
• confirm that employees making excess regular payments do not have these payments offset against additional cars on the P11D report.
• confirm the new key letters are displayed correctly in the “Type of fuel or power used” field of the P11D report.

• Cosmetic changes to P14 SAP script HR_GB_P14_2012

• run the UK Year End Report RPCEOYG0 and confirm the P14 SAP script form displays correctly.

• Changes are made to the program so that P11D form is generated if the employee has taxable benefits in the current tax year only.

• run the UK P11D report RPCP11G0 (PC00_M08_CTXB) for an employee with no taxable benefits for the current year and confirm that no P11D is produced.

• The changes are made and the updated P60 Data Mailer SAP Script is delivered as part of this note.

• run the UK Year End Report RPCEOYG0 and confirm the P60 Data Mailer SAP script form displays correctly.

• The changes are made to the SAPscript form so that the issue highlighted is resolved after applying the note.

• run the UK P11D report RPCP11G0 (PC00_M08_CTXB) and confirm the P11D(b) and P46 SAP script forms display correctly.

• The changes are made to the report so that the title in the selection screen is displayed as “Summary of Taxable Benefits for End-of-Year Reporting Great Britain”

• run the UK P11D report RPCP11G0 (PC00_M08_CTXB) and confirm the title of the program displays correctly.

Scenario: An employee has two company cars to be reported on P11D for tax year 2011. The employee also has some other benefit (e.g. Private medical treatment or insurance (Section I of P11D form)), the amount which is given via IT0015.

Current Behaviour: Only one car along with the private medical treatment amount is reported on P11D form, the other car is ignored by the report which is incorrect.

• run the UK P11D report RPCP11G0 (PC00_M08_CTXB) for an employee with at least 2 company cars as well as another Taxable benefit as described. Confirm that all company car details are reported correctly.