Planning
- Preparation Plan
- Timeline
- Resourcing
Year End Procedures
- Business questionnaire
- Rollover
- Employee Declarations
Preparation
- Data sources and review
- FBT calculation by benefit
- Preparation checklists
Review
- Review process
- Review checklists
- Comparative analysis
Lodgment
- Declarations and Elections
- Sign Off, Lodgment and Payment
- File completion
Post Lodgment Tasks
- Individual employee reportable fringe benefit amounts
- Payroll tax reporting
- Year End Adjustments and Reconciliations
