Employee benefits report

Pay benefits? You will need to perform a few tasks to continue the benefit into the new year.

Export the benefits for your employees.

  1. Open the required company.

  2. Go to Reports.

  3. Select Employees.

    Select Employees.

  4. Select Employee Benefits.

    The Employee reports screen, with the Employee Benefits report highlighted

  5. Choose the required Tax Year.

  6. Select the Options required:

    • Benefits.

    • Car Benefits.

    • Loan Benefits.

    Select the report type

  7. Select Download CSV.

Example...