Reports

FBT Related reports

FBT-related reports include various reports related to your organization and its configuration, such as cost centre or standard categories. If your license permits, you can customise these reports.
note
If you are reporting across sites, your entities must be grouped before producing reports.
tip
If your organisation is a PBI, public hospital or rebatable employer, there may be Employer Reports relevant to your organisation type.
To run a report:
  1. Select
    Reports
    , then
    FBT Related reports
     from the navigation bar.
  2. Select a report.
  3. 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.
  4. Use the dropdown to elect the reporting entity or reporting group to view.
  5. On the pop-up window, select an export type. The report can be saved as a PDF or Excel file.

Types of FBT-Related reports

Report
Description
Cost Centre Summary
  • A high level summary of the taxable values against each Cost Centre
  • You can find more information in the FBT Aggregate report.
Employee FBT Payable Detail
  • This is a sub-totaled report for each employee with a listing of their benefits and corresponding taxable values.
  • If you are a concessionally treated employer, use the relevant employer report.
FBT Aggregate
  • This report contains columns of data that are common across workpapers
  • This report type allows the creation of reports for comparison across benefit types, cost centres, standard categories and employees.
  • This report is intended to be customised to make it more useful (licence permitting)
FBT Reconciliation
The FBT Return Reconciliation reports assist in reconciling figures between workpapers and the FBT form.
note
If you are a public hospital, PBI or rebatable employer, it is recommended that you use the employer report.
Payroll Tax reports
  • These reports are state-based reports provided to assist in determining the taxable value relevant for calculating the various state payroll and workers compensation payments for State Revenue.
  • The column
    Grossed up taxable value Type 2
     is a gross-up of the total taxable value at the lower gross up (Type 2) rate.
  • The order of aggregation in the detail report is State -> Return Type -> Cost Centre
note
You may find anomalies in the way the information is presented in respect of the various state Revenue Office requirements. This is understood as this report is not intended take account of the various state rules and is simply providing high level taxable values by state and benefit. The obligation to calculate and remit payroll tax and workers compensation tax remains with the employer.
Standard Category Summary
  • A high level summary of the taxable values against each Standard Category you used in the various workpapers.
  • You can gain further detail via the FBT Aggregate report (see above).

This article applies to:

  • PRODUCT: ONESOURCE Fringe Benefits Tax
  • Subject: Reports