Happl provides you with all of the necessary information to make sure your payroll and tax reporting is accurate each month. Head to the export section in your Happl settings to grab the information you need. To get here head to Settings → Export.
Exporting a Summary
Exporting a summary of your tax activities will give you a csv file which you can upload to your payroll provider. This report contains the total balance of approved reimbursements (if enabled), total spend in each allowance (if enabled) and total spend across all allowances. To export a summary, select a date range and hit Export Summary.
When do I need to Export Summary?
We have reimbursements enabled on an allowance and report tax annually using P11D
As you have reimbursements to pay through payroll each month, you will need to log-in to Happl and Export Summary to get a report of your reimbursement payments for each team member. To do this you simply need to select the date range of your current month and Export Summary to get a report of the total payments. To complete your P11D reports you can use the same tool but selecting the entire year as the date range.
We have reimbursements enabled on an allowance and report tax monthly through payroll
As you're reporting tax monthly through payroll, you will need to Export Summary each month to grab the data you need to upload to payroll. This report will also include any reimbursement payments which need to be paid.
We don't have reimbursements enabled/allowances enabled and report tax annually using P11D
All you need to do is to log-in to Happl when submitting your P11D's and Export Summary for the year you're reporting on.
We don't have reimbursements enabled/allowances enabled and report tax monthly through payroll
As you're reporting tax monthly through payroll, you will need to Export Summary each month to grab the data you need to upload to payroll.