Your reimbursement statement can be downloaded directly from the Take Command Admin Portal in the Reimbursements section, where you can export it as a PDF or CSV for payroll and recordkeeping.
Where do I download my QSEHRA reimbursement statement?
You can download your Reimbursement Statement from the Reimbursements section of the Admin Portal. The statement is available as PDF (for viewing and sharing) and CSV (for payroll processing and reporting).
Navigate to the Reimbursements section
Select the correct reporting period (month or pay cycle)
Click Download Statement
Choose either PDF or CSV format
Save the file for payroll or accounting records Tip: Ensure the report's date range covers the entire month (e.g., June 1st to June 30th) to align with payroll needs.
For more details on how to read your Reimbursement Statement, check out this article.
What does the reimbursement statement download include?
The downloaded file includes:
Employee reimbursement totals
Tax-free reimbursement amounts
Taxable reimbursement amounts (if applicable)
Allowance usage
Unreimbursed claim balances
Total employer reimbursement obligation
This file is the official source for payroll reimbursement processing.
When are reimbursement statements available?
Reimbursement statements are typically generated on the first day of each month, based on your plan configuration.
Statements become available after:
Claims are reviewed and approved
The reporting cycle closes for the period- An email notification is sent when the automatic reimbursement statement (CSV) is ready, prompting you to log in and download it.
Flexibility in Reimbursement Reporting
Reimbursement reports can be set to generate multiple times per month. However, only the first report generated in a month will include the reimbursement amount. You can choose to split the reimbursement amount over the month or process it all at once.
Can I download historical reimbursement statements?
Yes.
You can access previous statements by:
Going to the Reimbursements section
Selecting a prior reporting period
Downloading the statement in PDF or CSV format
Historical statements remain available for reporting and tax purposes.
Who should I contact if the download is incorrect or missing data?
Resolving Incorrect Reimbursement Amounts
If an employee’s reimbursement or allowance appears as $1 for their first month, it may indicate they were assigned to an incorrect or default class with a very low allowance. To resolve this:
Go to the "Employee Roster" tab.
Locate the employee.
Click the three dots next to their name and select "Edit."
Update their class to the correct one.
Contact Take Command support if:
Employee reimbursement amounts look incorrect
A reimbursement period is missing
Taxable vs tax-free values do not match expectations
The statement appears incomplete