Use the Upload Taxable Benefits process to transfer taxable benefits information from a flat file format into the Batch Element Entry (BEE) tables. Once you have transferred taxable benefits information to the BEE tables you can then run the BEE transfer process to create new P11D information in the Central Data Repository (CDR) or update existing information.

   To upload taxable benefits to the BEE tables:

1. Enter the File Name for the file that contains your taxable benefits information.

2. Enter the Field Delimiter.--this is the symbol that you selected as the delimiter for your flat file, for example the @ symbol, or a " , " for comma-delimited files.

3. Select one of the following if you want to determine at this point what action the BEE process should take if it discovers that some of your element entries already exist.

   • Update

   • Reject

   • Insert

   We recommend that you select Update. You can also select these options later when you run the BEE process.

4. Select one of the following methods of handling Date Effective Changes if you want to determine at this point what action the BEE process should take if it discovers that some of your element entries require correction or update.

   • Correct

   • Update/Change Insert

   • Update/Override

   We recommend that you select Correct. You can also select these options later when you run the BEE process.

5. Check that the Batch Name appears automatically.

6. Click OK, to confirm that the parameters are correct.

7. Click Submit, to run the process.

   Note: When you upload P11D benefit element entry for terminated/ex-employee using P11D Upload Taxable Benefits process, select the employee termination date as the end date of the element. However, you can select any date as the benefit end date.