Solution Properties
Solution ID:
230831120636167
Last Modified Date:
Mon Feb 12 08:42:42 UTC 2024
Taxonomy Path:
Case category//How do I...//governmental/legislative compliance
Author:
[email protected]
Categorise Expenses screen
Description

The Categorise Expenses screen enables you to assign and pay Small benefit exemption, Remote working daily allowance, and Travel and subsistence benefits to employees. This process occurs for the period under Enhanced Reporting.

 NOTE: If unsure about expense categorization or inclusion in Enhanced Reporting Requirements (ERR) submission, consult Revenue for clarification.

Cause
Resolution

Before you start

You can edit your existing payments to set them as expenses, and set up new expense payments to use under ERR.

You can enter and view these expense payments values in your Categorise Expenses screen.

Access the Categorise Expenses screen

 NOTE: To access the Categorise Expenses screen, you need to be at the End of Period (EOP) stage. 

  1. Click Direct Payroll Reporting on the menu bar.
  2. Then click Enhanced Reporting, and click Send Enhanced Reporting Submission.

Categorise Expenses

In this window, you can split the expenses you assign and pay to your employees into different categories.

Employee

CodeThe employee's code in your payroll.
First NameThe employee's first name.
SurnameThe employee's surname.
PPS No.The employee's PPS number.

Total expenses paid in this period

Total Expenses Paid

The total number of expenses paid to the employee for the pay period.

You can use the blue info option to view the values entered on the timesheet.

Total Expenses Related To Enhanced ReportingThe total number of expenses relating to Enhanced Reporting paid to the employee for the pay period.
Total Expenses Excluded From Enhanced ReportingThe total number of expenses not relating to Enhanced Reporting paid to the employee for the pay period.

Expense categories

The values of expenses relating to Enhanced Reporting are split into the following categories:

  • Small benefit exemption - Up to two small benefits, tax free, each year, for example, One4All vouchers. The combined value of the two benefits can't exceed €1000
  • Remote Working daily allowance - The number of days and amount paid for each employee who uses the allowance
  • Travel and subsistence - The following items and amounts paid must be reported for each applicable employee and director
      • Small Benefit
      • Travel Vouched
      • Travel Unvouched
      • Subsistence Vouched
      • Subsistence Unvouched
      • Site-based Employees
      • Emergency Travel
      • Eating On Site

Next steps

Once you enter and view the breakdown of your expenses on the Categorise Expenses screen, you can continue to Send an Enhanced Reporting Submission.

 NOTE: Revenue have advised that between 1 January 2024 and 30 June 2024, a service for compliance approach is taken. This means, they won’t apply any penalties for non-compliance with the Enhanced Reporting Requirements during this time. 

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