Employee Share Plans Report - Payroll Web Platform

Pippa Bennett

Updated 17 January 2023 02:05

Overview

The employee share plan report lists all share plan data recorded for the selected basis period. The report is purely for information purposes and indicates which employees should have an Appendix 8B form produced at the end of the basis period. We cover the electronic lodgement and reporting to the IRASprocess under the IRAS Lodgement report article

Availability

Payroll Plan:

Standard

Premium

Getting started

The below report will walk you through how to run an Employee Share Plans report.

Create an Employee Share Plans report

Log into your Employment Hero Payroll platform.
Click the Report menu.
Navigate to IRAS reporting section
Click the Employee Share Plans Report button.
Choose from the following filters:
- Basis period
- Employing Entity.
- Employee.
- Employee Default Location.
Click the Run Report button.

Maintain

The below premise will walk you through how to download your Employee Share Plans report.

Download your report

Click the Report menu.
Navigate to IRAS reporting section
Navigate to IRAS reporting section
Click the Employee Share Plans Report button.
Choose from the following filters:
- Basis period
- Employing Entity.
- Employee.
- Employee Default Location.
Click the Run Report button.
Click the Download button.
Click the Excel button.

Further information

List of available columns

The following columns are included in the report:

Employee identity number.
Employee name.
Employing entity.
Nationality.
Scheme type - EEBR scheme, ERIS SME, ERIS all corporations, ERIS startup.
Company name.
Company UEN.
Plan type.
Incorporation date.
Date of grant.
Date of exercise.
Exercise price.
Market value (@ date of grant).
Market value (@ date of exercise).
Shares acquired.
Tax exempt amount.
Taxable amount.
Total gains.

Author recommended

Now you have generated an IRAS lodgement report and are wondering what next? There are two recommendations I would make on this front and they are:

End of Year Process - Payroll | Guide This article will guide you through the process of wrapping up the 2022 tax year and getting ready for the 2023 end of year.
Payroll Platform: IRAS Lodgement Details Report This article covers the IRAS Lodgement Details report and lists the submission information for your RAS lodgements.