Turning on Tax Savings

Rachel Van Marter
7 steps
49 seconds

Myalex

Click "Enable Products / Modules"

Click on "Benefits Counselor/ALEX Go" to open up the list of modules.

Check off "Tax Savings".

Tip! Turning Tax Savings on will automatically turn on Healthcare FSA. If your customer doesn't offer a Healthcare FSA, you can uncheck it.

Tax Savings and Healthcare FSA will show up under the **Accounts** menu. You'll also have the option to configure a DCFSA and Commuter Benefit under Tax Savings.

Attach your FSAs to the Tax Savings module under their Headers.

Tip! Only attach the Healthcare FSA to the Tax Savings plan if employees can enroll in it independently from a medical plan. Otherwise, attach it to the eligible medical plans only so that ALEX knows to only reference the healthcare FSA when an employee selects an eligible plan.\ \ Always attach the DCFSA and Commuter Benefit to Tax Savings if those are offered benefits.

Click "Select Items..."

Attach the corresponding account under the corresponding header.