Expenses and benefits: social functions and parties
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1. Overview
As an employer providing social functions and parties for your employees, you have certain National Insurance and reporting obligations.
What鈥檚 included
What you need to report and pay depends on:
- if it鈥檚 an annual event
- if it鈥檚 open to all of your employees
- if it costs more than 拢150 per head
- how many events you provide during the tax year
- whether the employee is a director, and how much they earn
2. What's exempt
You might not have to report anything to HM Revenue and Customs (HMRC) or pay tax and National Insurance. To be exempt, the party or similar social function must:
- be open to all your employees
- be annual, such as a Christmas party or summer barbecue
- cost 拢150 or less per person
This also applies to online or virtual parties.
Separate locations and departments
If your business has more than one location, an annual event that鈥檚 open to all of your staff based at one location still counts as exempt. You can also put on separate parties for different departments, as long as all of your employees can attend one of them.
Multiple annual events costing less than 拢150 per head combined
As long as the combined cost of the events is no more than 拢150 per head, they鈥檙e still exempt.
Salary sacrifice arrangements
You do have to report how much social functions and parties are worth to each employee if they are a part of a salary sacrifice arrangement.
3. What to report and pay
If any of the events you provide aren鈥檛 exempt, you鈥檒l have to report the costs to HM Revenue and Customs (HMRC) and pay National Insurance on them.
You must:
- report on each employee鈥檚 form P11D
- pay Class 1A National Insurance on the full cost of the event
Multiple or more annual events costing more than 拢150 per head combined
If any of the events cost less than 拢150 per head, you may be able to count these costs as exempt. But you cannot do this if you鈥檝e already used up the 拢150 exemption on another event. See of this.
However, you鈥檒l have to report and pay on the full costs of any additional events that go over this limit, even if they cost less than 拢150 per head on their own.
Salary sacrifice arrangements
If the costs of the events are less than the amount of salary given up, report the salary amount instead.
These rules do not apply to arrangements made before 6 April 2017 - check when the rules will change.
4. Technical guidance
The following guide contains more detailed information: