Excel Spreadsheet

Company Car Cost Calculator

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1. Enter your data Notice: getting started (1) Fill out the required data in the grey boxes below (* = mandatory). Where available, use the selection box. You can use the hyperlinks on this page to get relevant information from the Internet. (2) You will find that some cells have a red triangle in the top right corner. These cells provide more information. Move your cursor to these cells to read the information. (3) The green boxes provide calculated values. No need to enter data here. Enter your data To calculate your tax position List price including VAT Emissions rating Fuel type Income tax rate % Tax year Number of days you expect to have the car for Will your private fuel be paid for? For how many days? (365 = whole year) To calculate running costs Business mileage per year Total annual mileage AA total running costs per mile AA running costs per mile (without fuel) AA running costs per mile (without depreciation) 5,000 15,000 £0.54 £0.44 £0.26 * * * * * Link to 'Running costs' on The AA website Link to The AA website (homepage) Yes 250 Diesel 40% 2004/05 £15,000.00 23 2 2 2 1 180 days 365 days * * * * * * * * Link to emissions rating 1. Enter your data/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 1/11 1. Enter your data AA running costs per mile (without fuel and depreciation) If the car isn't owned outright, enter the following Monthly lease payment including VAT (company) Monthly loan payment (employee) Action See the results by clicking on the numbered tab below: 2. Taxable benefit figure: to see what your tax bill is likely to be 3. Outright ownership: to compare costs of running the car when owned outright Yes Extra salary needed if car ownership is to move from company to employee: No 3.1 Extra salary: the employee's break-even position 3.2 Extra salary: the employer's break-even position FUEL TYPE If the car isn't owned outright: Petrol 4. Lease and finance: comparing running costs in the lease/loan situation Diesel Extra salary needed if lease/finance of the car is moved from company to employee: 4.1 Extra salary: to work out the employee's break-even position INCOME TAX RATE to work out the employer's break-even position 4.2 Extra salary: £0.16 * £300.00 £250.00 22% Benefit-in-kind percentages 40% 5. Table: A copy of the emissions data table on which the taxable benefit calculations are based is reproduced on sheet 5. Company car fuel benefit 6. Ready reckoner: Here you can quickly look up the tax and employers' NI due on car fuel benefit. There’s also a table of the official “fuel only rate” per mile which an employee can use to make good any private fuel accidentally provided. 1. Enter your data/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 2/11 2. Taxable benefit figure For the selected tax year Tax year Taxable benefit percentage Taxable car benefit Taxable fuel benefit Taxable benefit (total) Income tax on benefit Employee's tax rate Employees' NI rate Employers' NI rate 2004/05 35 £5,250.00 £2,485.48 £7,735.48 £3,094.19 40% 1.00% 12.80% Comparing all tax years (always full years) 2003/2004 35 £5,250.00 £5,040.00 £10,290.00 £4,116.00 40% 1% 12.80% 2004/2005 35 £5,250.00 £5,040.00 £10,290.00 £4,116.00 40% 1% 12.80% 2005/2006 35 £5,250.00 £5,040.00 £10,290.00 £4,116.00 40% 1% 12.80% Action The taxable benefit figure should appear on your Notice of PAYE Coding. If it doesn't or is different contact the PAYE coding section at your tax office (the number's on the Notice) to get the situation rectified. If you change company cars, make sure a Form P46 (Car) is sent to your tax office. Notice Cells with red triangle in top-right corner provide more information. Move cursor to these cells to read the information. 2. Taxable benefit figure/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 3/11 3. Comparing costs - outright ownership With fuel benefit Without fuel benefit On this sheet we compare the costs when outright ownership of the car moves from the employer to the 1 employee. You can choose wether you make the calculations with or without fuel benefit. Calculations on this sheet and the following are made for a whole year. Car owned by employer 2004/05 2004/05 Car owned by employee Mileage claims (under 10,000 miles) Mileage claims (over 10,000 miles) £2,000.00 £0.00 Employer's situation Employers' NI on taxable benefit 12.80% £1,317.12 Total cost £9,417.12 Employer's situation Running costs £8,100.00 Total cost £2,000.00 Employer's situation - Car owned by employer The employer has to pay the running costs and employers' NI on the taxable benefit. In case there is no fuel benefit, the employer pays only fuel on business mileage Employer's situation - Car owned by employee The employer can pay tax-free mileage claims to the employee (under 10,000 miles up to 40p per mile, over 10,000 miles up to 25p per mile). 2004/05 Car owned by employer Income tax on benefit £4,116.00 £0.00 Total cost £4,116.00 2004/05 Car owned by employee Running costs Less : mileage claims received Total cost £8,100.00 £2,000.00 £6,100.00 Employee's situation Employee's situation - Car owned by employer The employee has to pay his tax on the benefit and, in case there is no fuel benefit, also fuel costs for personal mileage. HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 3. Outright ownership/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 4/11 Employee's situation Employee's situation - Car owned by employee The employee has to pay his own running costs, although mileage claims will reduce this figure. 3.1. Outright ownership - employee's break-even point On this sheet we calculate the extra salary needed to compensate the employee for running the car, rather than the company. Using the running costs calculated on sheet 3, this is the employee's break-even point. 2004/05 Car owned by employee Extra gross salary Less: Employees' NI Less: Income tax Less: Running costs Mileage claims received Total cost 1% 40% 2004/05 Car owned by employee Mileage claims paid (under 10,000 miles) Mileage claims paid (over 10,000 miles) Extra gross salary Employers' NI Total cost 12.80% £3,362.71 £33.63 £1,345.08 £8,100.00 £2,000.00 £4,116.00 £2,000.00 £0.00 £3,362.71 £430.43 £5,793.14 Employee's situation Employee's situation When an employee decides to trade in his company car and runs his own car instead, he will need additional salary to pay for the running costs less the mileage claims he will receive for business travel. This extra salary is calculated above. Below, we can see that the employees' total cost for running the car equal the income tax saved by not having a company car. As an employee you break-even. Employer's situation Employer's situation The employee needs additional salary not to be a winner or loser. The amount is calculated opposite. Along with mileage claims and the NI they constitute the employer's total cost if the employee runs the car. Below, we compare this to total cost if the employer runs the car himself. Total cost if employee owns car (see above) Total cost if employer owns car (sheet 3) Difference (i.e. break-even) £4,116.00 £4,116.00 £0.00 Total cost if employee owns car (see above) Total cost if employer owns car (sheet 3) Difference (cost to the employer) £5,793.14 £9,417.12 £3,623.98 HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 3.1 Extra salary/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 5/11 3.2. Outright ownership - employer's break-even point On this sheet we calculate the maximum extra salary the employer can afford to pay the employee. This is out of the savings the company makes by not running a company car. Using the running costs calculated on sheet 3 this is the employer's break-even point. Car owned by employee Extra gross salary Less: Employees' NI Less: Income tax Less: Running costs Mileage claims received Total cost 1% 40% 2004/05 2004/05 Car owned by employee Mileage claims paid (under 10,000 miles) Mileage claims paid (over 10,000 miles) Extra gross salary Employers' NI Total cost 12.80% £6,575.46 £65.75 £2,630.18 £8,100.00 £2,000.00 £2,220.48 £2,000.00 £0.00 £6,575.46 £841.66 £9,417.12 Employee's situation Employer's situation Employee's situation Employer's situation The employee receives extra salary which is calculated opposite. Above we calculate total costs. Below we compare these costs with total costs for the employee if he had a company car. Here we calculate the employer's break-even point: how much extra salary he can afford to give the employee (along with mileage payments) so that his total costs don't exceed the savings from not running a company car. Below we can see that with the calculated salary, costs for the employer are the same whether it's a company or employee run car. Total cost if employee owns car (see above) Total cost if employer owns car (see sheet 3) Difference (cost to the employee) £2,220.48 £4,116.00 £1,895.52 Total cost if employee owns car (see above) Total cost if employer owns car (see sheet 3) Difference (i.e. break-even) £9,417.12 £9,417.12 £0.00 HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 3.2 Extra salary/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 6/11 4. Comparing costs - where the car is not owned outright With fuel benefit Without fuel benefit Where the car is not owned outright the comparison of costs is slightly different. On this sheet we 1 compare the cost to the company of a leased car with that of a car financed by the employee. You can choose wether you make the calculations with or without fuel benefit. Calculations on this sheet and the following are made for a whole year. 2004/05 Car leased by employer Running costs (without depreciation) Employers' NI on taxable benefit Annual lease payments Less: VAT back on leasing payments Total cost 12.80% 2004/05 Car financed by employee Mileage claims paid (under 10,000 miles) Mileage claims paid (over 10,000 miles) £2,000.00 £0.00 Employer's situation £1,317.12 £3,600.00 £268.09 £8,549.03 Employer's situation £3,900.00 Total cost £2,000.00 Employer's situation - Car leased by employer The employer has to pay the running costs and employers' NI on the taxable benefit. If a monthly payment for leasing is entered on sheet 1, " Enter Your Data", the annual payments must be added in too. Employer's situation - Car financed by employee The employer can make tax-free mileage payments to the employee (under 10,000 miles at 40p per mile, over 10,000 miles at 25p per mile). 2004/05 Car leased by employer Income tax on benefit £4,116.00 £0.00 Total cost £4,116.00 2004/05 Car financed by employee Running costs (without depreciation) Less: mileage claims received Annual finance payments Total cost £3,900.00 £2,000.00 £3,000.00 £4,900.00 Employee's situation Employee's situation - Car leased by employer The employee has to pay tax on the benefit, and in case there is no fuel benefit, fuel costs for personal mileage. HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 4. Lease and finance/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls Employee's situation Employee's situation - Car financed by employee The employee has to pay the running costs. Any business mileage claims reduce this cost. If a monthly payment for finance is entered on sheet 1, "Enter your data", the annual payments must be added in too. 7/11 4.1. Employee finances their own car - employee's break-even point On this sheet we calculate the extra salary needed to compensate the employee for running the car, instead of the company. Using the running costs calculated on sheet 4 this is the employee's break-even point. 2004/05 Car financed by employee Extra gross salary Less: Employees' NI Less: Income tax Less: Running costs without depreciation Less: Annual finance payments Mileage claims received Total cost 1% 40% 2004/05 Car financed by employee Mileage claims paid (under 10,000 miles) Mileage claims paid (over 10,000 miles) Extra gross salary Employers' NI 12.80% £1,328.81 £13.29 £531.53 £3,900.00 £3,000.00 £2,000.00 £4,116.00 £2,000.00 £0.00 £1,328.81 £170.09 Employee's situation Employee's situation When an employee decides to trade in his leased company car and finance his own car instead, he will need additional salary to pay for the running costs and the finance, less the mileage claims he will receive for business travel. This extra salary is calculated above. Below, we can see that the employee's total costs for running the car equal the income tax on the benefit-in-kind of a company car, so the employee breaks even. Employer's situation Total cost £3,498.90 Employer's situation The employee needs additional salary not to be a winner or loser. The amount is calculated opposite. Along with mileage claims and NI they constitute employer's total costs if the employee runs the car. Below, we compare this to total cost if the employer leases the car. Total cost if employee owns car (financed) Total cost if employer owns car (leased) Difference (i.e. break-even) £4,116.00 £4,116.00 £0.00 Total cost if employee owns car (financed) Total cost if employer owns car (leased) Difference (cost for the employer) £3,498.90 £8,549.03 £5,050.13 HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 4.1 Extra Salary/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 8/11 4.2. Employee finances their own car - employer's break-even point On this sheet we calculate the maximum extra salary the employer can afford to pay the employee. This is out of the savings the company makes by not running a company car. Using the running costs calculated on sheet 4 this is the employer's break-even point. 2004/05 Car financed by employee Extra gross salary Less: Employees' NI Less: Income tax Less: Running costs without depreciation Less: Annual finance payments Mileage claims received 1% 40% 2004/05 Car financed by employee Mileage claims paid (under 10,000 miles) Mileage claims paid (over 10,000 miles) Extra gross salary Employers' NI 12.80% £5,805.88 £58.06 £2,322.35 £3,900.00 £3,000.00 £2,000.00 £1,474.53 £2,000.00 £0.00 £5,805.88 £743.15 Employee's situation Total cost Employer's situation Total cost £8,549.03 Employee's situation The employee receives extra salary which is calculated opposite. Above we calculate total costs, including loan payments. Below we compare these costs with total costs for the employee if he had a leased company car. Employer's situation Here we calculate the employer's break-even point: how much extra salary he can afford to give the employee (along with mileage payments) so that his total costs don't exceed the savings from not running a leased company car. Below we can see that with the calculated salary, costs for the employer are the same whether it's a company or employee run car. Total cost if employee owns car (financed) Total cost if employer owns car (leased) Difference (i.e. cost to the employee) £1,474.53 £4,116.00 £2,641.47 Total cost if employee owns car (financed) Total cost if employer owns car (leased) Difference (i.e. break-even) £8,549.03 £8,549.03 £0.00 HELP! If you can't get the numbers to work go back to sheet 1 and make sure all your data has been entered 4.2 Extra salary/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 9/11 5. Table - taxable benefit This table shows the Taxable Benefit percentage for company cars according to tax year and fuel type. Example. Emissions Rating = 160 gr/km. Taxable Benefit for a petrol car is 16% for 2003/2004, 18% for 2004/2005 and 19% for 2005/2006. Emissions Rating (in grams/km) 140 or less 145 150 155 160 165 170 175 180 185 190 195 200 205 210 215 220 225 230 235 240 245 250 255 260 265 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 2003/04 Petrol Diesel 15 18 15 18 15 18 15 18 16 19 17 20 18 21 19 22 20 23 21 24 22 25 23 26 24 27 25 28 26 29 27 30 28 31 29 32 30 33 31 34 32 35 33 35 34 35 35 35 35 35 35 35 Taxable benefit percentage 2004/05 2005/06 Petrol Diesel Petrol Diesel 15 18 15 18 15 18 16 19 16 19 17 20 17 20 18 21 18 21 19 22 19 22 20 23 20 23 21 24 21 24 22 25 22 25 23 26 23 26 24 27 24 27 25 28 25 28 26 29 26 29 27 30 27 30 28 31 28 31 29 32 29 32 30 33 30 33 31 34 31 34 32 35 32 35 33 35 33 35 34 35 34 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 2006/07 Petrol Diesel 15 18 16 19 17 20 18 21 19 22 20 23 21 24 22 25 23 26 24 27 25 28 26 29 27 30 28 31 29 32 30 33 31 34 32 35 33 35 34 35 35 35 35 35 35 35 35 35 35 35 35 35 5. Table - taxable benefit/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 10/11 6. Company car fuel benefit - ready reckoner 2004/5 The main table below shows the employers' NI and employee's income tax on a range of car fuel benefit figures. Car benefit % age 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 Fuel benefit for P11D (based on £14,400) £2,160.00 £2,304.00 £2,448.00 £2,592.00 £2,736.00 £2,880.00 £3,024.00 £3,168.00 £3,312.00 £3,456.00 £3,600.00 £3,744.00 £3,888.00 £4,032.00 £4,176.00 £4,320.00 £4,464.00 £4,608.00 £4,752.00 £4,896.00 £5,040.00 Employers' NI at 12.8% £276.48 £294.91 £313.34 £331.78 £350.21 £368.64 £387.07 £405.50 £423.94 £442.37 £460.80 £479.23 £497.66 £516.10 £534.53 £552.96 £571.39 £589.82 £608.26 £626.69 £645.12 Employee's income tax 22% Taxpayer 40% Taxpayer £475.20 £864.00 £506.88 £921.60 £538.56 £979.20 £570.24 £1,036.80 £601.92 £1,094.40 £633.60 £1,152.00 £665.28 £1,209.60 £696.96 £1,267.20 £728.64 £1,324.80 £760.32 £1,382.40 £792.00 £1,440.00 £823.68 £1,497.60 £855.36 £1,555.20 £887.04 £1,612.80 £918.72 £1,670.40 £950.40 £1,728.00 £982.08 £1,785.60 £1,013.76 £1,843.20 £1,045.44 £1,900.80 £1,077.12 £1,958.40 £1,108.80 £2,016.00 Fuel only rates for paying back private fuel Fuel cost per mile Engine size Up to 1400cc 1401 - 2000cc Over 2000cc Petrol 10p 12p 14p Diesel 9p 9p 12p If an employee wishes to make good any private fuel accidentally provided they can use the official "fuel only rate" per mile. 6. Car fuel benefit/bb3b7646-8a7a-4ace-8e95-6d4b78499abd.xls 11/11

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