In some countries (Germany and Austria), employees may be liable for tax on expenses (reimbursed expenses, per diems and mileage). Perk provides monthly and yearly tax reports that employees can download. In addition, as a people manager, you can access these reports.
Note: Tax reports must be enabled for your company. Otherwise, they don’t appear.
The report contains:
- Company details
- Employee details
- Summary of reimbursements by expense type: per diems, mileage, expenses
The report is generated monthly, so you can generate the report if an employee leaves the company, and at the end of the year. Since this report is primarily used in Germany and Austria, the language of the report is German.
Accessing tax reports for an employee
You can access the tax reports from the user’s profile in the Organization tab, in Documents.
When you click Tax reports, you see a summary of tax reports by month. At the end of the calendar year, you can access a yearly summary. Click the download icon to download the PDF file.