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 IRAS process under the IRAS lodgement report article.
Getting started
Create an Employee Share Plans report
- Click the Report menu.
- Under IRAS, click Employee Share Plans Report.
- Choose from the following filters:
- Basis period.
- Employing Entity - This filter will only show if a business has employing entities set up.
- Employee - This filter uses the employee's 'preferred name' if one has been entered in their employee file.
- Employee Default Location - This refers to the employee's default location as set on their Employee file Pay run defaults page.
- Click the Run report button.
Download your report
- Click the Report menu.
- Under IRAS, click Employee Share Plans Report.
- Choose from the following filters:
- Basis period.
- Employing Entity - This filter will only show if a business has employing entities set up.
- Employee - This filter uses the employee's 'preferred name' if one has been entered in their employee file.
- Employee Default Location - This refers to the employee's default location as set on their Employee file Pay run defaults page.
- 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.
- 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.