Employee Share Plans Report

Andrew

Updated 29 July 2024 06:19

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

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