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Benefit In Kind Import file

Maria Bujakowska
Updated
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To import new benefits you will need to use the benefits templates (available at the end of this article). Go to Employees >  Bulk import > + New import. 

 

Note: Benefit in Kind Cars require more details and will currently need to be added manually.

 

 

  • Your reference (optional) - the name of this import which ill appear in the Employee bulk import list
  • New employee behaviour - as you are not creating new employees with this import please select Ignore these records, this will ignore any records which have incorrect/ non existent Employee/ Pay ID
  • Existing employee behaviour - leave the default Update system values
Field / HeaderExampleNotes
Pay ID / Employee CodeP1 / EC1Can be Employee Code or RTI Payroll ID
ReferenceR1Optional unique reference for this import.
NamePrivate MedicalThe description employee will see on their payslip
TypeC / E / G / I
  • C - Vouchers and credit cards
  • E - Mileage allowance payments not taxed a source
  • G - Vans and van fuel
  • I - Private medical treatment or insurance
Year2026for tax year 2026-27 enter 2026
Cost or Amount Forgone200The total value of the benefit for the rest of the tax year. 
Not applicable for type G - Vans and van fuel
Made Good0The total payment an employee makes back to the employer to cover part or all of a BIK they received. If none enter 0.
Not applicable for type G - Vans and van fuel
Cash Equivalent Applicable only for type G - Vans and van fuel
Fuel Cash Equivalent Applicable only for type G - Vans and van fuel

 

Further Guidance

Reference - we advise to always add a reference. You can overwrite an earlier imported benefit by using the same reference. This field is visible only on the import file so, please keep your original import file in case it needs to be overwritten in future.

Cost or Amount Forgone - the system spreads this amount across the remaining pay runs in the tax year.
Example (Monthly Payroll):

  • If you add 200 in April, there are 12 monthly pay runs remaining. 
    The monthly benefit value will be: 200 ÷ 12 = 16.67
  • If you add 200 in January, there are 3 monthly pay runs remaining. 
    The monthly benefit value will be: 200 ÷ 3 = 66.67

 

Note: If you previously added benefits manually in the system, they can’t be overwritten by an import. Please update those entries manually.
If the benefit value is likely to change for the new tax year, we advise to set the Year End behaviour to None - this allows you to import the new benefit amounts for the new tax year.

 

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