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This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: Reports

Employee reports

Several employee reports provide information about employees and their reportable fringe benefits. If your license permits, you can customise these reports.
note
If you are reporting across sites, your entities must be grouped before you produce reports.
To run an employee report:
  1. Select
    Reports
    , then
    Employee reports
     from the navigation bar.
  2. Use the
    Reporting Entity
     dropdown to select the reporting entity.
  3. Select a report.
  4. Select the
    Run Selected Report
     button on the toolbar.
    tip
    You can select the
    Preview Selected Report
     button to preview the report before you run it.
  5. On the pop-up window, select an export type. You can save the report as a PDF or Excel file.

Types of Employee reports

Report
Description
Employee Benefit Count
This is a simple listing report of each employee who has received one or more benefits. This report is useful for reconciling label 10 on the FBT form.
Employee Benefit Report (With page break)
This is a one-page report of each employee who has received one or more benefits. This report is a handy snapshot of the reportable benefits for a single employee in the FBT year.
Employee FBT Payable
This is a one row per employee summary of the tax payable per employee.
note
If you are a concessionally treated employer, use the relevant Employer Related Report.
Overpaid Contributions
When an employee makes an after-tax contribution to the employer, the FBT taxable value is reduced. However, if the contribution is greater than the taxable value, the excess amount does not reduce the taxable value below zero. The Overpaid Contributions Report provides a summary of employee contributions and details of benefits where as employee has contributed more than the taxable value of the benefit.
Amounts in excess can be refunded to the employee, or dealt with as agreed between the employer and employee. For example, overpaid contributions can be set aside for a later FBT year.
This report is useful when reconciling the figures entered in the various benefit workpapers with the FBT form or for identifying employee over contributions that may need to be carried forward or paid out.
RFBA reports
There are 4 reports in total, 2 detail and 2 summary reports for reportable fringe benefits amount per employee.
  • The RFBA Summary reports display a 1-line summary of RFBA for each employee. These are suitable for importing into most payroll systems.
  • The RFBA Detail reports contain a listing of the reportable benefits per employee.
note
Reports suffixed by
(all employees report)
 list all benefits employees receive whether they are reportable or not. Certain organisations use these reports. Do not use these reports unless you have a specific reason for this detail.