In Tax-free purchases > Transactions, you can find your employees' tax-free purchases and refunds. Export these transactions each month so your payroll team can process the amounts in payroll.
For each transaction, the overview shows the employee, the tax-free purchase amount, the gross salary deduction, the net salary deduction, the employer contribution and the budget used.
Viewing the correct transactions
Use the date filter to select the month you want to process. Use the search function and filters to find transactions for a specific employee or from a particular budget.
At the bottom of the overview, you can see the total of all transactions that match the selected filters. This total also includes transactions shown on subsequent pages.
Good to know: a purchase is shown as a negative amount. A full or partial refund is shown as a positive amount.
Exporting transactions
To create the monthly export:
1. Select the month you want to process.
2. Check the filtered transactions and the total amount.
3. Select Export and choose the required file format.
4. Process the amounts from the file in your payroll administration.
Having monthly exports prepared for you
Would you prefer not to prepare an export yourself every month? Enable monthly exports under App settings > Module settings. Epassi will then prepare the export for you on the 1st of each month in My tasks.
Downloading contract addenda
For each tax-free purchase, the employee signs a digital contract addendum. This gives permission for the amount to be deducted from their salary.
Select Download addenda to download the contract addenda and store them with your payroll records.
Good to know: the date filter and other filters apply to Export, but not to Download addenda.
More information
Learn more about the setup and processing in Tax-free purchases: configuration and processing.
Don't see Sports memberships in your menu? Then you can also find employees' sports memberships in this overview.