Your QSEHRA Reimbursement Statement shows how much you should reimburse each employee based on approved claims, available allowance, and carryover balances. It is the authoritative source for payroll reimbursement amounts for the period.
What is a QSEHRA Reimbursement Statement?
A QSEHRA Reimbursement Statement is a monthly report that summarizes:
Approved employee reimbursement claims
Tax-free and taxable reimbursement amounts
Employee allowance balances
Unreimbursed claim carryovers
Total reimbursement amounts owed by the employer
Take Command reviews and approves submitted claims, then generates this statement so employers can process reimbursements through payroll or another payment method.
What should I do when I receive a Reimbursement Statement?
Open the Reimbursement Statement in your Take Command Admin Portal.
Review each employee’s reimbursement breakdown.
Confirm tax-free vs taxable reimbursement amounts.
Compare totals against your payroll records.
Process reimbursement payments to employees.
Retain the statement for payroll and tax documentation.
Here is what your Reimbursement Statement will look like online:
What does “Tax-Free” mean?
Tax-Free reimbursements are approved QSEHRA expenses that are not subject to income or payroll taxes.
These typically include:
Individual health insurance premiums paid with post-tax dollars
Eligible out-of-pocket medical expenses
Other IRS-qualified QSEHRA expenses
What does “Taxable” mean?
Taxable reimbursements are approved QSEHRA expenses that must be treated as taxable income.
The most common taxable case is:
Health insurance premiums paid pre-tax through a spouse’s employer-sponsored group plan (when your plan allows reimbursement)
These amounts must be:
Added to employee taxable wages
Subject to applicable payroll withholding
For more information on the reimbursement amount, click on the number in the "Total" field.
What does “Current Allowance” mean?
Current Allowance is the monthly amount funded under your QSEHRA plan.
What does “Previous Allowance” mean?
Previous Allowance is unused allowance carried forward from prior months (if your plan allows rollover). This increases the total funds available for reimbursement.
What does “Total Allowance” mean?
Total Allowance is the maximum amount available for reimbursement during the period. It is calculated as: Current Allowance + Previous Allowance. This is the ceiling for reimbursable claims.
What does “New Claims” mean?
New Claims are:
Reimbursement requests submitted during the current reporting period
Approved by Take Command since the last statement
What does “Previous Unreimbursed Expenses” mean?
These are:
Approved claims from prior periods
Not yet fully reimbursed due to insufficient allowance at the time
They remain eligible for future reimbursement.
What does “Claims Subtotal” mean?
Claims Subtotal represents the total approved but unpaid reimbursement balance.
It includes:
New Claims
Previous Unreimbursed Expenses
This is the total amount owed before applying allowance limits.
What does “Reimbursement Total” mean?
Reimbursement Total is the final amount the employer should pay the employee for the period.
It is calculated as:
The lesser of:
Claims Subtotal
Total Allowance
Why is reimbursement less than total claims?
This happens when:
Employee claims exceed available allowance
Previous claims are still awaiting reimbursement
Allowance was fully used in prior periods
Why does an employee show no reimbursement amount?
An employee may show $0 reimbursement if:
No claims were submitted
Claims are pending approval
Claims were denied
Allowance has been fully used
Employee is not eligible for reimbursement in that period
What should I do if I see a discrepancy?
Verify employee eligibility for the reporting period
Confirm claims were approved (not pending or denied)
Check available allowance balance
Compare statement to payroll records
Contact Take Command support if discrepancies remain
Important reimbursement rule
The Reimbursement Statement:
Does not issue payments
Does not transfer funds automatically
Serves only as the source of truth for employer reimbursement processing
Employers are responsible for paying employees directly via payroll or another method.