If these are the first P11D Details that you are importing for the tax year, when creating the P11D Details the parent P11D Record will be created.

You will need to download the P11D import template here. Complete the required sheets with the P11D details information - each sheet is for a specific type of P11D Detail. Once each tab is completed save each as an individual CSV file. You will need to import each P11D type separately and create a Saved CSV Import map for each P11D type.

Navigate to Payroll Administration > Payroll Setup > Import CSV Records
Import Type = Custom Records
Record Type = P11D Detail
Select your CSV file to import
Click Next
Data Handling = ADD
Open Advanced
Tick "Log System Notes for Custom Fields"
Select the P11D Type that you are importing from the drop down - in this example we are using F - Cars and Fuel
Tick "Run Server SuiteScript and Trigger Workflows"
Click Next
As the headings in the CSV are the same as the headings used in NetSuite these will map automatically, check that these are correct.
You can select either to map using employee name, external ID or Internal ID, if you do map employee against an ID you will need to click the edit pencil icon next to the employee and and set this to Internal or External ID.
Click Next
Enter a name for the Import so that you can use it again for next years P11D imports e.g. P11D Import - F Cars and Fuel.
Save and Run
Check the import status and confirm that these are successful
You will then want to review the P11D Details created - navigate to Payroll Administration > UK Reports > P11D Detail
Repeat as necessary for other P11D detail types.

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