Used to estimate employee tax savings on pre-tax benefit contributions (federal marginal rate)
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Benefit Categories
Check each benefit to include it. Edit the label and column headers that will appear on statements.
Benefit Label
Emp Contrib Column
Empr Contrib Column
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Employee Data Upload
💡 Supports Excel (.xlsx / .xls) or CSV (.csv).
Columns are mapped by fixed position — no column name matching needed.
Data must start on row 3 (rows 1–2 are headers).
View column guide.
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Click to upload or drag & drop
CSV or Excel — one row per employee
Column Mapping
Map each detected column to a data field. Unmapped columns are ignored.
