About This Worksheet
Compare the tax impact of pre-tax and post-tax benefit elections on your take-home pay.
This worksheet helps you organize and calculate the key information for pre tax post tax benefits. 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.
Pre Tax Post Tracking
Record your data for pre tax post tax benefits below.
Enter the relevant figure for pre. Use official records.
Enter the relevant figure for tax. Use official records.
Enter the relevant figure for post. Use official records.
Enter the relevant figure for tax. Use official records.
Enter the relevant figure for benefits. Use official records.
Enter the relevant figure for comparison. Use official records.
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 pre tax post tax benefits filings. Write N/A if none.
Additional Notes
Record any other information relevant to your pre tax post tax benefits 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 pre tax post tax benefits.