Employees

Introduction  

Employees are automatically added in TaxLab when importing benefits that are assigned to specific employees or vehicles and drivers. To access the Employees section, simply open the entity’s FBT return and navigate to Workpapers > Employees.

While manual addition of employees is possible, we highly recommend importing employees as it offers a swift and effortless 'cut and paste' process.

Manually add an employee

1. Click on the Workpapers tab, then select Employees.
2. Click the New button.
3. Enter the employee details into the provided fields.
4. Once the details are entered, click Save to confirm and save the new employee information.

Edit employees

If for any reason you need to Edit or Delete employees you can follow the below instructions.

Edit an individual employee's details

• On the Employees page, choose one of the following options:
• Click directly on the row of the employee you wish to edit.
• Select the checkbox next to the employee you want to edit, then click the Edit button.
• Modify the employee's information as necessary.
• Once the edits are completed, click Save to confirm the changes.

Edit multiple employees in bulk

On the Employees page, select the checkboxes next to the employees you want to edit.

Click the Edit button.

Make the required edits to the selected employees.

After editing the necessary information, click Save to apply the changes.

Delete employees

Delete an individual employee

1. On the Employees page, choose one of the following options:
2. Click directly on the row of the employee you wish to delete, then click the Delete button.
3. Alternatively, select the checkbox next to the employee you want to delete, then click the Delete button.

To delete multiple employees in bulk

1. On the Employees page, select the checkboxes next to the employees you want to delete.
2. Click the Delete button.

Troubleshooting

Why can’t I delete my employee?

If you encounter difficulty deleting an employee and the system marks them as departed, it indicates that benefits are assigned to that employee. 

To delete an employee completely, as opposed to marking them as departed:

• Reassign the benefits associated with the employee to the correct individual before attempting deletion.
• This reassignment must occur across all quarters, including prior years where benefits were assigned to the employee.
• Be aware that making such changes may impact previously filed FBT returns.