About This Worksheet
Analyze total benefits costs per employee including employer contributions, administration, and trend projections.
This worksheet helps you organize and calculate the key information for benefits cost analysis worksheet. Fill in each section carefully. Use the calculation areas to verify your numbers before transferring them to the official form.
How to Complete This Worksheet
- Print this worksheet or use it on screen.
- Complete each section in order.
- Use a calculator for all math. Do not estimate.
- Double-check every calculation before moving to the next section.
- Transfer final figures to your official form when complete.
- Keep this worksheet with your records.
Benefits Cost Analysis Calculations
Enter your figures for benefits cost analysis worksheet below. Pull numbers from official documents, not estimates.
Benefits Cost Analysis Worksheet for HR
| A. | Current assessed value of your property | $ ________ |
| B. | Your estimated fair market value based on comparable sales | $ ________ |
| C. | Difference between assessed and estimated value (A minus B) | $ ________ |
| D. | Current tax rate (mills or percentage) | % ________ |
| E. | Tax you are currently paying (A x D) | $ ________ |
| F. | Tax you should be paying (B x D) | $ ________ |
| G. | Annual tax savings if appeal is successful (E minus F) | $ ________ |
| H. | Cost of appraisal (if getting one) | $ ________ |
| I. | Appeal filing fee | $ ________ |
| J. | Net savings first year (G minus H minus I) | $ ________ |
Your Information
Enter your details as they appear on your official documents.
As it appears on your government ID.
Today's date, MM/DD/YYYY.
From prior benefits cost analysis worksheet filings. Write N/A if none.
Additional Notes
Record any other information relevant to your benefits cost analysis worksheet calculations.
Verification
Before transferring figures to your official form, confirm:
- All figures are accurate and match your source documents.
- All calculations have been double-checked with a calculator.
- Names and dates match your official identification.
- Information is consistent with requirements for benefits cost analysis worksheet.