You can print the following reports at the end of each quarter and keep them in PDF format for internal reference or IRD audit purposes: Summary Report and Tax Computation.
You can customise some of the report print options, i.e. you can specify what information is included in each report.
If you want to use a different theme or address, you need to contact us so we can set it up for you.
Print a standard report
In the entity’s FBT calculation, click the Print arrow in the top right of the screen. Then click the report you want to print.
Print a customised report
In the entity’s FBT calculation, click the Print arrow in the top right of the screen.
- Click Print options.
- Click the report you want to print.
- Customise the print options.
- Click Print
Export benefits
To export all benefits for the quarter/full year into Microsoft Excel, click Workpapers > Benefits. You can export the benefits summary using the Export button.
To export a detailed list of benefits by employee, click on the ‘All benefits‘ total line at the end of the Benefits screen. You can then export this into Microsoft Excel.
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