Free Payroll Taxes and Benefits Planning Template in Google Sheets and Excel

Many companies don’t bother forecasting taxes and benefits. But a more accurate forecast can make a material difference in many situations. Variations in tax rates aren’t news, but state unemployment taxes don’t follow the patterns you’d expect. Armed with the right data on tax rates — provided here — and a few assumptions around benefits, you can make benefits a strategic weapon in your workforce retention arsenal.

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I really love the user interface, modularity, and power of the platform. It makes a very complex process much easier to manage. I love the fact it tracks your updates so you can see people’s thinking at various points in time.

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Joe Oest
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VP of Finance, Welkin Health

We have regularly hit our numbers since moving to OnPlan. I now have confidence in our forecast, and our Board members are much happier. The direct integration with QuickBooks saves us a ton of time. But the two critical issues it has solved is making sure we don’t run out of cash, and having a trustworthy forecast that we can base decision making on.

Sunil Saha
Sunil Saha

CEO, Perkville

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Need some help forecasting your workforce expenses beyond our payroll taxes and benefits template? Complete the form and download our Ultimate Workforce Forecasting Guide to get started.

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