What benefit information can I find in the payroll export and at what time?

To ensure that the benefits you offer your employees are correctly noted on the payroll and that any reimbursements (e.g. for internet flat rate or meal allowance) can be made, it is necessary to create the monthly payroll export in our platform and forward the file to your tax office or payroll department accordingly. You can find out how this works here.

What data is included in the export and at what time? 

Depending on which file type you have selected for the payroll export (Excel, DATEV, ...), the view may differ slightly, but you will always find the following information in the export:

• Personnel number - for correct assignment of the benefits to your employees
• Type of benefit - depending on whether you have reported wage type IDs to us or not, in the form of the name of the benefit or the wage type ID
• Amount of the benefit - the amount actually used is specified. In the case of benefits requiring receipts (see further information below), this may differ from the actual blocked budget, as fewer receipts or other amounts are submitted than were specified in advance when the budget was blocked.
• Payroll date - the month in which the payroll run for the salary payment should take place. This corresponds to the month specified when the export was created.

The time from which the benefits can be found on the export may vary depending on the type of benefit:

• Benefits with no or one-time receipt upload are shown on the export in the month of use.
  • Benefits in kind (as soon as the voucher has been provided in the app or the USC membership has been confirmed by :pxtra)
  • Internet flat rate
  • Mileage allowance
  • Recreation allowance (here the month of use corresponds to the month of the specified vacation, see further information here)
  • Care costs
  • Partner benefits: bAV + bKV, Bike Leasing, Hardware Leasing
• Benefits with regular receipt uploads (monthly) are only shown in the export in the month following the month of use. The background to this is that the receipts can always be submitted by the 5th of the following month. To avoid corrections in the payslip, payment is always made in the following month, i.e. July receipts are shown in the export for August and are therefore paid out with the August payslip.
  • Public transport ticket
  • Meal allowance
  • Telephone costs