CCH Personal Tax
Importing P11D Data
This document outlines the steps to import HMRC's expenses and benefits P11D form using the Employment source in tax return software. Key steps include selecting the client, the relevant tax return, opening the Employments source, accessing the company's details, and using the P11D import link to choose the XML file for upload. The process aims to streamline the entry of P11D data into the system efficiently.