Employees

Overview

Employees are automatically added in TaxLab when importing benefits or vehicles that are assigned to specific employees. To access the Employees section, in the entity’s FBT return and navigate to Workpapers > Employees.

While employees can be manually added, we highly recommend importing employees with their assigned benefits instead.

Manually add an employee

1. Navigate to Workpapers > Employees.
2. Select New.
3. Enter the employee details into the provided fields.
4. Select Save.

Edit employees

If for any reason you need to Edit employees you can follow the below instructions.

Edit an individual employee's details

1. On the Employees page, select the name of the employee
2. Edit the required fields, then select an area outside of the field (still within the edit box).
3. Select Save.

Edit multiple employees in bulk

1. On the Employees page, select the checkboxes next to the employees you want to edit.
2. Select the Edit button.
3. Make the required edits to the selected employees, select an area outside of the edited fields (still within the edit box).
4. Select Save to apply the changes.

Delete employees

Please note: Employees can only be deleted if there have been no benefits assigned to the employee record at all.

Delete an individual employee

1. On the Employees page, choose one of the following options:
2. Select the employee you wish to delete, then select Delete.
3. Alternatively, select the checkbox next to the employee you want to delete, then select Delete.

To delete multiple employees in bulk

1. On the Employees page, select the checkboxes next to the employees you want to delete.
2. Select the Delete button.

Troubleshooting

Why can’t I delete my employee?

If the system marks an employee record as departed instead of deleting them, it indicates that benefits have been assigned to that employee. 

To delete an employee completely, as opposed to marking them as departed:

• Reassign the benefits associated with the employee to the correct individual before attempting deletion.
• This reassignment must occur across all quarters, including prior years where benefits were assigned to the employee.
• Be aware that making such changes may impact previously filed FBT returns.