Checklists
Each benefit paper has a
Checklist
tab. Checklists present questions that you should answer or issues that you should consider while preparing your FBT return. The checklists are for reference purposes and not are submitted to the ATO.note
While it is not mandatory to complete a checklist, we recommend that you consider doing so. This will help ensure important aspects of the FBT legislation have been considered. It will also help prove a process of due care in the event of an ATO audit.
Checklists are specific to each reporting entity within each organisation within each period. Use the Reporting Entity dropdown to select the reporting entity for the checklist.
Select the
Yes
or No
button for each question as appropriate. Some questions depend on the answers provided for others. The checklists are saved as you go. If the
More info
link appears on a checklist, you can select the link to show additional advice.Select
Less info
to close the advice.Use the free text area at the bottom of each checklist to add notes, such as actions, choices, situations or issues that should be addressed while preparing an FBT return.
note
The checklist can change from year to year as FBT rules and interpretation changes. For this reason you may want to wait until the new FBT year upgrade is received before you complete the checklists.