## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-ca/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Benefits Summary

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The **Benefits Summary** in Zoho Payroll provides an overview of employee benefits contributions over a specified period. This report shows the contributions made by both employees and employers, helping you to review benefit-related expenses and liabilities.

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## Viewing Benefits Summary Report

To view your Benefits Summary report:

1.  Go to **Reports** on the left sidebar.
2.  Select **Benefits Summary**.
3.  Use the date selector at the top of the page to choose the period you wish to analyze. Options include:
    *   This Week
    *   This Month
    *   This Quarter
    *   This Year
    *   Previous Week
    *   Previous Month
    *   Previous Quarter
    *   Previous Year
    *   Custom

The report will display benefits data for the selected period, organized by benefit component and contributions.

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## Benefits Summary Report Components

The report includes the following columns, providing a detailed view of benefit contributions:

**Component**

**Description**

**Benefit Name**

Lists the names of each benefit included in the report, such as health insurance or retirement plans.

**Employees’ Contribution**

The total contribution made by employees for each benefit during the selected period.

**Employer’s Contribution**

The total contribution made by the employer for each benefit during the selected period.

**Total Contribution**

The combined total of employee and employer contributions for each benefit.

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## Exporting Benefits Summary Report

You can export the **Benefits Summary Report** for further analysis or record-keeping. Available export formats include:

*   PDF
*   CSV
*   XLS or XLSX

To export the Benefits Summary report:

1.  Go to **Reports** on the left sidebar.
2.  Click **Benefits Summary**.
3.  Click the **Export as** dropdown at the top right corner of the page.
4.  Choose your preferred format for exporting.
5.  If you want to protect the exported file with a password, check the **I want to protect this file with a password** option and enter a password with at least 6 characters.
6.  Click **Export** to download the report.