The PBIK (or P11D) form generated in BrightPay is only available as a PDF. There is currently no option to export this form in Excel or CSV format. If you require the data in Excel, you would need to manually extract the relevant figures from the PDF or contact your accountant for a data file, if they have maintained one.

If you see a rejection message saying "P11D has already been submitted", log into your HMRC Online Services (Government Gateway):

• Check under your submissions to see if the P11D has actually been received by HMRC.
• Sometimes another person, your accountant, or your previous payroll provider may have already submitted the P11D—even if this was outside BrightPay.

Employee address on P11D submissions

While HMRC asks for the employee's home address on a P11D, it is the National Insurance number (NINO), name, and date of birth that are strictly validated to verify identity. If an employee's address is unavailable, leaving the address field blank will not prevent HMRC's electronic submission systems from processing the form. Before submitting your EXB, it is good practice to check that employee details — particularly NINO, full name, and date of birth — are complete and accurate under Employees > [Employee] > Personal Details, as these are the fields HMRC uses to match the P11D to the correct individual.

EXB submission stuck showing 'awaiting response from HMRC'

If your EXB submission has been showing 'awaiting response from HMRC' for an extended period, first log in to your HMRC PAYE account and check whether the P11D data is showing there. If HMRC have received and processed the submission, the P11D values will be visible in your HMRC account.

Once you have checked your HMRC account, go to the EXB submission in BrightPay and select Cancel. This will unlock the submission and present you with two options depending on what you found in your HMRC account:

• If HMRC received the submission — select Mark as sent and accepted by HMRC to clear the outstanding notification in BrightPay. You do not need to resubmit.
• If HMRC did not receive the submission — select Send submission to send it again.

If the Cancel option is not visible or does not work, please contact BrightPay Support who will be able to assist you.

P11D correction submitted directly via HMRC — clearing the notification in BrightPay

If you have submitted a P11D correction or amendment directly via the HMRC PAYE portal, this is the correct and only way to submit corrections — HMRC allow one P11D(b) submission per tax year per PAYE scheme and will not accept correction submissions via payroll software. Any amendments after the original submission must always be made directly through the HMRC portal.

To clear the outstanding notification in BrightPay after submitting a correction via HMRC, you have two options:

• If you do not need to retain a record in BrightPay — go to the RTI section, select the EXB submission from the list, click the More icon and select Delete. This will remove the submission from BrightPay entirely.
• If you wish to keep the submission for auditing purposes — go to the RTI section, select the EXB submission, click the More icon and select Mark as sent and accepted by HMRC. This will clear the outstanding notification whilst retaining the submission record in BrightPay.

P11D(b) / EXB Submission Error Codes

If you receive an error when submitting your EXB through BrightPay, the guidance below covers the most common error codes and how to resolve them.

Error 3001 and Error 6010 — Multiple N category submissions

These errors occur because HMRC will not accept more than one N category benefit on a P11D(b) / EXB submission. The N category covers non-cash vouchers and credit tokens — if you have entered multiple separate N category benefit entries for an employee, HMRC will reject the submission.

To resolve, you have two options:

• Consolidate — combine all N category benefit values into a single N category entry per employee before resubmitting
• Reclassify — if some of the benefits have been incorrectly categorised as N, review each entry and update them to the appropriate M category (other items) where applicable, so that only one entry remains under the N category

Note: Category N expenses and benefits are not subject to employer Class 1A National Insurance contributions and will therefore not be included in your P11D(b) submission. If you need the expenses to be included in the P11D(b), you should use category M (Other — Class 1A) instead.

When completing the P11D(b), all expenses and benefits entered on an employee's P11D record will appear on the return regardless of whether they are subject to employer Class 1A National Insurance contributions or not.

If you have entered two category M items — one subject to Class 1A and one not subject to Class 1A — both will appear on the P11D(b). However, only the items subject to Class 1A NIC will have their cash equivalent included in the total Class 1A NIC liability calculation. Items that are not subject to Class 1A NIC (such as category N) will be listed on the P11D(b) for reporting purposes but their value will not be included in the liability total.

On the P11D form, box 15 covers category M items — this includes both M (subject to Class 1A) and M (not subject to Class 1A). Box 16 relates to category N items, which are also not subject to Class 1A NIC.

If a benefit is appearing in both box 15 and box 16, this is not expected and suggests the benefit has been entered twice on the employee's record — once under category M and once under category N. Go to the employee's Expenses & Benefits section and check that the benefit has only been entered once, under the correct category. Remove any duplicate entry to resolve the issue.

For queries about which P11D category applies to specific expenses or benefits, particularly in less common scenarios, you will need to contact HMRC directly for guidance. BrightPay provides software support only and is unable to advise on the correct tax treatment or categorisation of expenses and benefits.

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