Employer Christmas Holiday Gift Planner Kit: Employee Gift Budget Model (Excel), Tax Cheat Sheet, Gift Policy, 12 Message Templates, Tags and Cards

Most employee gift guides give you a list of ideas and stop. This kit helps you run the whole program: set the budget, check the tax note with payroll, choose the gift, order on time and say thank you.

What is inside (US Letter and A4, plus Excel and Word):

• Planner guide (9 pages). Seven decisions to settle first, a budget worksheet, a tax cheat sheet, gifts by employee type, remote and frontline checklists, an inclusion list, a timeline with tick boxes and a review page.
• Excel budget and tracker planner. A budget model for any number of employee groups: it adds shipping, spare gifts and an estimate of employer payroll tax on taxable gifts, and tells you whether you are within your limit. Also a Tax Check, a tracker for up to 100 employees and a timeline that counts back from your gift day.
• Tags and cards (4 pages). Gift tags, manager card messages, thank-you cards and choose-your-gift cards.
• One-page company gift policy and 12 editable message templates in Word: the announcement, a choice email, a private address request for remote staff, shipped and delay notes, manager card prompts, a frontline handout, a new hire note, extra time off, donation in your name, a neutral holiday note and a feedback request.

Instant digital download. No physical item ships.

Good to know: All designs and templates are original to Work Wizardry. Budget ranges and timing are rough guides, not research. The tax notes are general US information: cash and gift cards are taxable wages, and low-value physical gifts given occasionally often are not. This is not tax or legal advice, so ask payroll or a tax adviser, and have HR or legal review the policy. The payroll tax rate in the Excel file is only an example. Nothing in the files is dated, so you can reuse them every year.

Licence: for use with your own organization. Do not resell, share or post the files.