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Key Sections and Fields in the Report

Updated over a week ago

Report Header

  • Firma (Company Name): Identifies the company for which the report is generated.

  • Lohnsteuer Abrechnungszeitraum (Payroll Tax Period): Indicates the period covered by the report (e.g. 01.10.YY – 31.10.YY).

Columns in the Report Body

💡Tip: You can customize the column name in the Payroll settings to better suit your needs.

Column

Description

Example

E-Mail

Employee's email address for identifying the person receiving the benefit.

Personalnummer

Unique personnel number assigned to each employee.

12345

Steuerklasse

Tax classification indicating the benefit category (e.g., Sachbezug, ÖPNV Zuschuss, ÖPNV Einbehalt for non-cash compensation).

e.g. Sachbezug

Lohnart

Payroll type that categorizes the specific benefit or deduction. Can be set up by Company

XY

Betrag

Monetary amount associated with the benefit or deduction. Positive values indicate benefits, while negative values represent deductions.

50.00 / -5.10

Kostenstelle

Cost center or department to which the expense is allocated.

e.g. FINANCE

Level

Optional classification for additional grouping or categorization of the benefit. This will display the Mobility policy

e.g. Senior

Zeitstempel / Zeit (Timestamp / Time)

Exact date and time the transaction or benefit allocation occurred.

01.10.24 00:01

Personalized Payroll Report

You have now the possibility to customize the payroll report based on your needs.

The main actions which are possible are to

  1. show / hide selected columns / elements

  2. change the name of the column

  3. change the order of the column

  4. change the the reporting time frame

  5. change the format of numbers, dates, file export extension

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