Reports

Benefit reports

After you have completed your benefit workpapers but before you lodge, you should use the benefit reports to review the data. The benefit workpaper reports are arranged in single and related group reports. You must select the reporting entity or reporting group before you can run a report.
To run a benefit report:
  1. Select
    Reports
    , then
    Benefit reports
     from the navigation bar.
  2. Use the
    Reporting Entity
     dropdown to select the reporting entity.
  3. Select a report and select the
    Run Selected Report
     button.
    tip
    You can select the
    Preview Selected Report
     button to preview the report before you run it.
  4. On the pop-up window, select an export type. The report can be saved as a PDF or Excel file.
note
Reports can be customised, depending on your licence.

This article applies to:

  • PRODUCT: ONESOURCE Fringe Benefits Tax
  • Subject: Reports