Field |
What to do |
Tax file number (TFN) |
It's pre-filled from your practice database.<=
/p> It's left blank if the client's TFN doesn't exist in your practice da=
tabase. If a client doesn't have a TFN, they must complete a&n=
bsp;Tax file number application for companies, partnerships, trusts and=
other organisations (NAT 3799). |
Australian Business Number (ABN=
) |
It's pre-filled from your pract=
ice database. It's left blank if the client's ABN doesn't exist=
in your practice database. |
Is this the employer=E2=80=99s fir=
st FBT return? |
Select Yes o=
r No. |
Is the employer a trust or partner=
ship? |
Select Yes o=
r No. |
Is the trustee or senior partner a=
n individual or non-individual? |
If your client is a trust or pa=
rtnership, select either Individual or Non-individ=
ual from the drop-down. This field is only displayed if the =
employer is a trust or partnership. |
Name of trustee or senior partner<=
/td>
| Type the name if the trustee or=
senior partner is a non-individual. If the trustee =
or senior partner is an individual, enter their details in=
the following fields:
- Title
- First given name
- Other given name
- Family name
- Suffix.
If this name has changed since last year, select the checkbox The name of the trustee or senior partner has changed since the last FBT=
return. |
Was the previous trustee or senior partner an individual or non-individ=
ual (company, partnership, trust etc) |
Select either individua=
l or non-individual from the drop-down. Thi=
s field is only displayed if the name of the trustee or senior partner has =
changed since the last FBT return. |
Name of previous trustee or senior=
partner |
Type the name if the trus=
tee or senior partner is a non-individual. If the previous trustee or senior partner is an individu=
al, enter their details in the following fields:
- Title
- First given name
- Other given name/s
- Family name
- Suffix.
This field is only displayed if the name of the trustee or senior p=
artner has changed since the last FBT return. |
Name of employer |
It's pre-filled from your practice database.<=
/p> It's left blank if the client's employer name does=
n't exist in your practice database. If this name has changed =
since last year, tick the This name has changed since the last FBT =
return checkbox. |
Previous name |
Type the name of the previous e=
mployer. This field is only displayed if you select the checkbox This name has changed since the last FBT return for the Name of employer. |
Current postal address |
Enter the postal address of the=
client's main business location. If the client is outside Australia,=
select their country from the Country if outside Australia drop-down. |
Previous postal address |
If the client=E2=80=99s address=
has changed since last year, enter details in the previous postal address =
of the main business location. If the client is outside Australia, se=
lect their country from the Country if outside Australia d=
rop-down. |
Has the business/trading name chan=
ged since the last FBT return? |
Select Yes o=
r No. |
Current business/trading name |
If the name has changed since l=
ast year, enter the new name. This field is only displayed if you sel=
ect Yes for Has the business/trading name changed =
since the last FBT return? |
Has the business/trading address changed since the last FBT return? |
Select Yes o=
r No. |
Current business/trading address=
td>
| If the address has changed sinc=
e the last FBT return, enter the new address details. If the client i=
s located outside Australia, select their country from the Cou=
ntry if outside Australia drop-down. |
Name of the person to contact |
Type the name and contact details =
of the main contact person for the client. |
Number of employees receiving frin=
ge benefits during period 1 Apr 2018 to 31 Mar 2019 |
Type the number of employees who r=
eceived fringe benefits during the period. |
Hours taken to prepare and complet=
e this form |
This field is optional =E2=80=
=93 your answers will help the ATO to monitor these costs. Consider t=
he time (rounded up to the nearest hour) you spent reading the instructions=
, collecting the required information, making any calculations, and complet=
ing this return. |
Is the employer expecting to lodge=
FBT return forms for future years? |
Select Yes&nbs=
p;or No. If a client has provided taxable fring=
e benefits after 31 March 2019, they fall into the 2020 FBT year. You may n=
eed to lodge a 2020 FBT return. |
Electronic Funds Transfer (EFT)
| Fill in the electronic funds tr=
ansfer (EFT) details for the client:
- BSB
- Account number
- Account name.
In most cases, the account name is shown on your =
client=E2=80=99s bank account records. It should include spaces between eac=
h word and between initials. |