Pre-tax Toolkit

This toolkit will help your company implement a pre-tax commuter benefit. Some pieces are in a Microsoft Word format so you may use what applies to your company and delete or change what doesn't.

Understanding pre-tax commuter benefits

• Section 125 vs 132(f) [.PDF] [updated 9/24/09]
  • A table that compares IRS Secion 125 pre-tax program to Section 132(f) Commuter Benefits pre-tax program.
  • A useful comparison for payroll departments that have experience with Section 125 Flexible Spending programs.
• Online links and resources for Pre-Tax Commuter Benefits

Ways to buy passes

• Monthly Puget Passes at retail fares
• ORCA Business Accounts

Ways to communicate with your employees

Choose version #1 when the employee pays the full transportation cost through a pre-tax payroll deduction. Choose version #2 if the company provides a contribution to cost and the employee pays the balance through a pre-tax deduction.

• Sample Employee Participation Form
  1. Employee pays full cost [Word Document] [updated 11/4/09]
  2. Employer contributes to cost [Word Document] [updated 11/4/09]
• Customizable Email Announcement
  1. Employee pays full cost [Word Document]
  2. Employer contributes to cost [Word Document]
• Customizable Flyer describing your program to employees
  1. Employee pays full cost [.PDF; 107kb] or
     Employee pays full cost [Word Document]
  2. Employer contributes to cost [.PDF; 107kb] or
     Employer contributes to cost [Word Document]
• Pre-tax Poster prints 11"x17" or smaller
  1. Employee pays full cost [.PDF; 135kb]
  2. Employer contributes to cost [.PDF; 135kb] (just fill in the blanks before posting)

If your web browser does not have a viewer defined for PDF formatted files, please download the appropriate reader [external link], courtesy of Adobe.