Workpapers

Upload data to the vehicle workpaper

When uploading information in the Vehicle workpaper, you can:
  • Upload new cars to add new rows of car details to the Vehicle workpaper.
  • Upload changes to the details of cars listed in the workpaper (such as a new log book percentage, operating costs, etc.).
    • Vehicles can be rolled forward from year to year. Cars have opening kilometres but no closing kilometres and operating costs default to zero.
    • You can enter these changes manually once you receive the employees' declarations or you can aggregate these into an Excel spreadsheet and upload the final costs, days of availability and closing km, etc. in the same manner as you upload new cars.
  • Upload
    Shared usage
     for drivers of cars that are shared.
  • Upload
    Operating cost transactions.
     (Note that most people just add the value for fuel, insurance, repairs, and maintenance, etc. as a summary and don't break up the operating costs into a transactional record).
  • Upload
    Non-business accessories
     separately.
Adding New cars to your workpaper
When adding new rows of vehicles to the workpaper:
  1. Fill in the appropriate columns on the
    Details
     tab in the Upload template.
  2. Save the upload template.
  3. Select
    Benefits
    , then
    Vehicles
     from the navigation bar.
  4. Select the
    Upload
     button on the toolbar to upload the data.
The data is validated and rows that are incomplete or contain invalid data are rejected. These rows of data can be saved into an error file which you can use to correct your data.
Updating existing vehicle details follows the same steps except you use the
Vehicle - Update Existing
 template.
Adding shared car details
Add the values for shared usage of cars that are listed in the vehicles workpaper.
  1. Fill in the appropriate columns in the
    Vehicle Shared Usage
     tab in the Upload template.
  2. Save the upload template.
  3. Select
    Benefits
    , then
    Vehicles
     from the navigation bar.
  4. Select the
    Shared Usage
     tab.
  5. Select the
    Upload
     button on the toolbar to upload the data.
Add operating cost transaction details
Add operating cost transaction details for cars that are already listed in the vehicles workpaper.
  1. Fill in the appropriate columns in the
    Vehicle Operating Costs
     tab in the Upload template.
  2. Save the upload template.
  3. Select
    Benefits
    , then
    Vehicles
     from the navigation bar.
  4. Select the
    Operating Cost Transactions
     tab.
  5. Select the
    Upload
     button on the toolbar to upload the data.
Add non-business accessory details
Add non-business accessory details for cars that are already listed in the vehicles workpaper.
  1. Fill in the appropriate columns in the
    Vehicle Accessories
     tab in the upload template.
  2. Save the upload template.
  3. Select
    Benefits
    , then
    Vehicles
     from the navigation bar.
  4. Select the
    Non Business Accessories
     tab.
  5. Select the
    Upload
     button on the toolbar to upload the data.

This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: Import,Workpapers

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