How do I import P11d benefits?

The Cintra iQ system allows users to import P11d benefits and subsequently run reports on the imported data. Here's a step-by-step guide to assist you in doing so:

Prepare the Data File

1. Create a new file in a spreadsheet program (like Microsoft Excel or Google Sheets).

2. Add the following column headers:

   • ID number
   • Value of benefit
   • Made good

     Note:

   The "Made good" column can remain empty, but it's essential to include the column.

3. Save the file in a .csv format for easy import.

Import the Data into Cintra iQ

1. Launch the Cintra iQ software.
2. Navigate to the Menu Bar > Expenses & Benefits > Import of Expenses and Benefits > Other Expenses.

   

3. Adjust the tax year from the default 2024 to 2023.
4. Click on the User Benefit Heading option.
5. Press the Next button, which brings up the Select File To Be Imported window.
6. Choose and select your saved .csv file.
7. Map the three columns to their corresponding fields in Cintra iQ. Ensure that each column aligns correctly.
8. Click the Next button.
   • Be alert: If there are errors, such as an incorrect ID number, Cintra iQ will notify you of the problem. This allows you to make necessary corrections and re-import the file effortlessly.
   • Upon successful import, Cintra iQ will confirm that all the lines have been imported without issues.

Run a Report on the Imported Data

1. Go to Cintra iQ: Menu Bar > Expenses & Benefits > Reporting > Payrolled Benefits Summary.
2. You will see two reporting options:
   • By Employee
   • By Benefit

Choose the one that best suits your needs, and the report will be generated based on the imported data.