Detailed Analysis Tool
Itemized Tax Impact of Your Benefits
Analyze your benefit expenditures category by category. See exactly how much you save on each benefit type based on 2026 tax rules.
Why Use the Itemized Breakdown?
Not all benefits are taxed equally. Some are FICA-exempt, others are only income-tax-exempt. Our tool handles the complexity for you.
2026 Tax Rules
Stay compliant with the latest IRS guidelines, including updated FICA rates and benefit limits.
FICA Exemptions
Identify which benefits avoid the 7.65% payroll tax for both you and your employees.
Itemized Savings
Get a line-by-line breakdown of savings for Health, Retirement, Education, and more.
Deep Dive into Your Data
- Select your applicable federal tax rate
- Enter annual spending for each benefit category
- Identify FICA-exempt vs. taxable benefits
- View a detailed annual tax benefit report
Total Annual Benefit
$42,500