Finance & Budget

At 2U Assistans, you can also receive help with financial matters and budgeting.
We offer individually tailored budgets based on your specific needs.

Finances Related to Your Assistance Benefit

Each client at 2U Assistans has their own separate financial account, which is established in a budget before the start of the assistance services and updated annually or when needed.
The starting point for the budget is determined by your assistance decision, based on the number of approved hours.
The number of hours of personal assistance you are entitled to is individual and decided by the Swedish Social Insurance Agency (Försäkringskassan) or your local municipality.

Each hour in your decision provides a compensation that must be allocated to cover:

•    Salaries for your assistants, including holiday pay, insurance, and taxes
•    Pension contributions for assistants aged 22 or older
•    Training for assistants
•    Assistance-related expenses
•    Administration

Salary Costs
Salary costs represent the majority of the total cost of your personal assistance.
In addition to wages, this includes employer contributions (social security fees), insurance, and pension contributions for assistants aged 22 and older.
Note: Higher wages mean less money available for assistance-related expenses, as everything is included within the same budget.

Assistance-Related Expenses and Training

In the budget, an individual amount is set aside for assistance-related expenses.
This amount is based on the number of assistance hours you have been granted by Försäkringskassan or the municipality.
Assistance-related expenses are intended to cover additional costs related to your personal assistance.

Examples of assistance-related expenses include:

•    Travel expenses (tickets when traveling with the client on public transport)
•    Food and lodging
•    Tickets for assistants to accompany you to concerts, cinemas, etc.
      Tip! Many organizers accept a companion certificate/assistant card instead of a ticket; we can issue assistant cards, but different organizers may require different types of certificates.
•    Consumables like gloves, hand sanitizer, soap, toilet paper, etc.
•    Light refreshments such as coffee, tea, and snacks for the assistants

Usually, your assistants attach their expense receipts when they report their working hours and are reimbursed along with their salary.
For larger expenses, please speak with your client manager at 2U Assistans to arrange direct reimbursement.
Receipts must always indicate which assistant the expense relates to.

Assistance-Related Expenses for Close Relatives
When a close relative works as a personal assistant, specific rules apply to assistance-related expenses for activities such as travel, dinners, concerts, etc., as regulated by the Swedish Tax Agency.
It is important to distinguish between family activities/trips and work-related activities to avoid taxable benefits.
Close relatives include spouses, partners, children, parents, and siblings living in the same household.

Administration

In order for us as a company to operate, an administration fee is charged.
Administration costs are individual and depend on several factors:

•    The number of hours in the assistance decision
•    The standard compensation from Försäkringskassan or the municipality
•    The level and extent of support needed by the assistance group

Financial Report
If you, as a client, would like a financial report and a reconciliation of the hours used during the period, this is naturally available upon request.
The financial report is delayed, as salary processing must be completed for the current month first.

Other Financial Matters

Our staff also have knowledge about other social insurance benefits to provide you with a complete solution and inform you of all your rights.

Feel free to contact us if you would like to know more about how we can assist you with finances and budgeting.