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Create an EXB

What is an EXB?​

An EXB (Expenses and Benefits) is a report that you need to send to HMRC to report expenses and benefits you've provided to your employees. You need to submit an EXB to HMRC if you've provided any expenses or benefits to your employees during the tax year.

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "RTI" section.
  3. Select the "EXB" tab.
  4. Click on the "New EXB" button.
  5. Select the tax year for which you want to create the EXB.
  6. Give your EXB a name.
  7. Select the benefits you've provided to your employees.
  8. Click on the "Save & Continue" button.
  9. Review the details of the EXB.
  10. Click on the "Save" button.

Workmax will now create the EXB. If you have any questions or need help, please contact Workmax Support.