The employee share plan report lists all share plan data recorded for the selected basis period. The report is purely for information purposes only an gives an indication of which employees should have an Appendix 8B form produced at the end of the basis period. The electronic lodgement and reporting to the IRAS is covered under the IRAS Lodgement report.
More about entering share plan data can be found here.
The following filters are available:
- Basis period
- Employing Entity - this filter will only show if a business has employing entities set up
- Employee - uses the employee's 'preferred name' if one has been entered on their Employee file > Details page
- Employee Default Location - refers to the employee's default location as set on their Employee file > Pay run defaults page
The columns included in the report are:
- 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
The report can be displayed on screen or exported to excel.
If you have any questions/comments please contact us via support@yourpayroll.io