Pre-Tax Benefits 101

Pre-Tax Receipt Rules: What needs a receipt and why?


Given that pre-tax benefits are regulated by the IRS, we need to ensure we are compliant, which is why we require receipts to ensure it is an eligible use of pre-tax funds. That said, Benepass will prompt you for proof of purchase any time you make use of your pre-tax benefits to ensure program compliance. Note- for recurring expenses or transactions, applicable receipts or documentation will need to be provided for each individual transaction. 

If you are ever uncertain as to whether a purchase is an eligible use of funds, we recommend checking out the range of resources available on the web. In particular, we are partnered with FSA Store and HSA Store - a great place to purchase items directly and learn more about eligibility. 

What To Submit

For card transactions and reimbursements alike, you'll see each transaction noted as "Needs Information". You'll then upload an image or PDF file for proof of purchase. This may take the form of a receipt, invoice, or Explanation of Benefits.

Your receipt must show:

  • Patient's Name- Your (or your dependent's) name. For retail store purchases, this information may be omitted.
  • Provider's Name or Merchant Name
  • Date
  • Itemized List of Products and/or Services
  • Cost per Item- The amount paid for the service or product and/or the portion that is not reimbursed through your insurance carrier.

Questions? We are happy to help! Please reach out to Benepass Support for any assistance.

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