You can view historical reimbursement activity, year-to-date reimbursements, taxable reimbursements, and reimbursement details using the Reimbursement Summary report in the Reports section of the employer portal.
Where can I view reimbursement history?
To view reimbursement history:
Log in to your employer portal.
Navigate to Reports.
Open the Reimbursement Summary report.
The Reimbursement Summary report provides historical reimbursement information across your HRA plan.
What information is available in the Reimbursement Summary report?
The report may include:
Year-to-date reimbursement totals
Reimbursements owed
Reimbursements paid
Tax-free reimbursements
Taxable reimbursements, if applicable
Employee reimbursement activity
Monthly reimbursement totals
Available data may vary based on your plan design and reporting period.
Can I view reimbursements by employee?
Yes. The Reimbursement Summary report can be used to review reimbursement activity for individual employees.
This allows administrators to understand how employees are using their available allowance.
Can I view taxable and tax-free reimbursements separately?
Yes. The Reimbursement Summary report identifies reimbursement amounts based on reimbursement type, including taxable and tax-free reimbursements when applicable.
Can I view reimbursement activity for a specific month?
Yes. You can review reimbursement activity for individual reporting periods and compare reimbursement trends over time.
Why does my reimbursement statement amount look different than expected?
A reimbursement statement may reflect:
Multiple reimbursement submissions
Retroactive reimbursements
Reimbursement adjustments
Taxable reimbursements
Prior-period corrections
The Reimbursement Summary report provides additional detail to help explain reimbursement statement totals.
Who should use this report?
This report is designed for:
Employers
HR administrators
Benefits administrators
Payroll administrators
What should I do if I cannot find the information I need?
Confirm you have access to the Reports section.
Review the appropriate reporting period.
Review the Claims Summary report if claim-level detail is needed.
Contact Take Command Customer Experience (CX) team if additional assistance is required.