Complete the ATO return

Before You Begin

Verify that the employer or entity type has been set for concessions/rebates.
Select an entertainment calculation method. You can do this on the Reporting Entities setup page.
Ensure quarterly instalments have been entered.

Completing the ATO Form

To open the ATO Return page, select
ATO Return
, then
ATO Return
from the navigation bar.
Check the following when completing the FBT form for lodgment:
The correct
FBT period
must be selected.
The FBT return must be complete and
ready to lodge
.
The form must contain a valid
TFN
and
ABN
. The validity of the number is checked on input, but is not checked against the ATO's records for your organisation. If you lodge using ONESOURCE E-Filing Manager, the ABN and TFN are validated against the ATO's records when you validate the return. The reporting entity details such as TFN, ABN, etc. are entered on the Reporting Entities page (
Administration
>
Reporting Entity
).
Titles can only be an acceptable title such as Mr, Mrs, Miss, Ms, or Trustee for.
The
First name
field cannot contain text such as Exec for, Rep for, Trustee for, or Trustee. You must enter these in the Title field.
SBR validations do not allow the use of the suffix ESQ, JNR, JP, MHA, MHR, MLA, MLC, MP, QC or SNR in the
First name
,
Other name
or
Family name
fields.
Only enter individual or non-individual for a any section, but not both.
Tax agents must complete label 24 with full details, including the Tax agent number. Use the dropdown to select from the list of your tax agents.
Do not use "as above" on any part of the form, you must enter the correct details in each section.
Do not enter Australia in the
Country
field. This item is only for countries other than Australia.
Label 9 NAME OF PERSON TO CONTACT
- If you fill in this field, you must include a daytime phone number and an email address.
Label 10 NUMBER OF EMPLOYEES RECEIVING FRINGE BENEFITS
calculates the number of benefited employees based on the data you entered. The calculated figure can be adjusted in this tab.
Label 11
HOURS TAKEN TO COMPLETE THIS FORM
- Number of hours cannot exceed 999.
Label 12 DO YOU EXPECT TO LODGE AN FBT RETURN FOR FUTURE YEARS?
- You must select
Yes
, otherwise your organisation will cease to be registered for FBT purposes.
Label 13
PROVIDE FINANCIAL INSTITUTION DETAILS
- If you are receiving a refund and are lodging via eFile (ONESOURCE E-Filer) you must complete this field. The ATO will not process refunds to your account if the
Account Name
exceeds 32 characters.
Open section
CALCULATIONS
and check labels 14 to 23. Ensure that you have reconciled back to workpapers or reports.
Label 24 TAX AGENT'S DECLARATION
- If you are a tax agent you must complete the declaration section with complete details, including the Tax agent number.
If you are lodging your own return, you must complete the fields in section
25 EMPLOYER'S DECLARATION
fully.
Select an option on the toolbar ribbon, depending on what you want to do next:
Generate form
: Generates a lodgeable FBT return for each reporting entity or reporting group of divisions in the selected organisation. The printed FBT form is registered for lodgment with the Australian Tax Office. You will be prompted to choose whether to download the return along with the Electronic lodgment declaration (label 26) form or only the ATO return form.
Amend Return
: Opens a window that lets you lodge an amendment. You will be prompted to enter a reason and specify the reason for the amendment.
e file
: Starts the electronic filing process.
Select the
Manual Form Fill
button to complete the form manually.