Our FBT Return Manual

The six steps in managing your annual FBT obligations:

dice 1 icon

Planning

  1. Preparation Plan
  2. Timeline
  3. Resourcing
dice 1 icon

Year End Procedures

  1. Business questionnaire
  2. Rollover
  3. Employee Declarations
dice 1 icon

Preparation

  1. Data sources and review
  2. FBT calculation by benefit
  3. Preparation checklists
dice 1 icon

Review

  1. Review process
  2. Review checklists
  3. Comparative analysis
dice 1 icon

Lodgment

  1. Declarations and Elections
  2. Sign Off, Lodgment and Payment
  3. File completion
dice 1 icon

Post Lodgment Tasks

  1. Individual employee reportable fringe benefit amounts
  2. Payroll tax reporting
  3. Year End Adjustments and Reconciliations