How do I produce an expenses & benefits summary by employee report?

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The Expenses & Benefits Summary by Employee report within Cintra iQ displays expenses and benefits by employee and by P11D document section. The report output displays the details in a collapsible listing for each document section by employee and benefit.

To produce the report

  1. Go to Cintra iQ: Expenses & Benefits> Reporting> Expenses & Benefits Summary (no-payrolled) By Employee. The Include Records for... Expenses_Benefits Summary By Employee form appears. 
  2. Select the desired Tax Year.
  3. Select the desired Payrolls.
  4. Click the Next button. The Include Records for... Expenses_Benefits Summary By Employee form appears.
  5. Select the desired Employee option.
  6. Select the Next button. The Expenses_Benefits Summary By Employee - Selection Summary form appears.
  7. Review the summary.
  8. Click the Run button. The Expenses_Benefits Summary By Employee report appears.
  9. Continue to Save and/or Print the report. Note: You can print each employee on new page by selecting the check box.


PDF Output example

Spreadsheet Output example


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