Only account admins can perform this task.
In some countries (Germany and Austria), submitters may be liable for tax on expenses (reimbursed expenses, per diems and mileage).
Perk provides monthly and yearly tax reports that employees and people managers can download.
The report contains:
- Company details
- Employee details
- Summary of reimbursements by expense type: per diems, mileage, expenses
The report is generated monthly, so HR can use the report in case the people leave early, and at the end of the year. Since this report is primarily used in Germany and Austria, the language of the report is German.
Enable tax reports for employees
Tax reports are enabled at company level for companies based in Germany and Austria. Companies located in other countries do not see this option.
- Go to Settings > Account > Companies.
- Select a company based in Germany or Austria.
- Click View spend settings.
- In the Compliance > Tax report section, select Show tax reports on profile.
- Click Save.