Why do some pre-tax purchases require a receipt?

Pre-tax benefits are regulated by the IRS and require proof on substantiation to ensure compliance, which is why we may require receipts to ensure purchases are an eligible use of pre-tax funds.  

What purchases will require a receipt?

Pre-tax purchases made with a standard Benepass card will generally require receipts for all purchases. When checking out using your white Benepass card, please make sure to grab a receipt as you'll be asked to upload it later.

Pre-tax purchases made with a Benepass Flex card generally will not require receipts, as the merchant IIAS technology that powers the card is able to automatically generate receipt information on your behalf. That said, we do recommend holding onto a copy of your receipt until the card transaction is "Complete" if for some reason the merchant is unable to provide that information.

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 kind of receipt should I 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:

• Provider's Name or Merchant Name
• Date
• Itemized List of Products and/or Services
• Patient's Name: Your (or your dependent's) name. For retail store purchases, this information may be omitted.
• 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.