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View and track a tax entity's benefit plans

Get a full view of benefits by seeing plans, tracking enrollments, reviewing details, and preparing for upcoming periods all from the Summary page.

Updated over a month ago

The Summary page provides a complete list of all supported benefits offered by the company. Here is where you can get a quick overview of all available employee benefits and access details for each plan.

Here's what you can do in this page:

Tracking a tax entity's benefit plans

A: View all available benefits

Check which supported plans are offered

B: See who is enrolled

Quickly determine how many employees and dependents are covered under each plan

C: Generate 1095-C Previews

Prepare tax forms for IRS reporting

D: Access plan details

Click on a benefit plan to view a detailed snapshot that includes:

  • How many employees are enrolled

  • How the costs are shared between the company and employees

  • Important details about the plan, like effective dates and rules

E: Switch between Current and Upcoming benefits

Prepare for upcoming enrollment periods

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