Available for the following Payroll Plan: Standard, Premium
The employee share plan report lists all share plan data recorded for the selected basis period. The report is only for information. It tells you which employees should get an Appendix 8B form at the end of the base period. We cover the electronic lodgement and reporting to the IRASprocess under the IRAS Lodgement report article
Interactive demo
Interactive demo of this feature
Getting started
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.
Download data
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's 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.
Explore related content
- End of Year Process This article will guide you through the process of wrapping up the tax year and getting ready for your end-of-year tasks.
- IRAS Lodgement Details Report This article covers the IRAS Lodgement Details report and lists the submission information for your RAS lodgements.