Field | What to do |
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Tax file number (TFN) | It's pre-filled from your practice database. It's left blank if the client's TFN doesn't exist in your practice database. If a client doesn't have a TFN, they must complete a Tax file number application for companies, partnerships, trusts and other organisations (NAT 3799). |
Australian Business Number (ABN) | It's pre-filled from your practice database. It's left blank if the client's ABN doesn't exist in your practice database. |
Is this the employer’s first FBT return? | Select Yes or No. |
Is the employer a trust or partnership? | Select Yes or No. |
Is the trustee or senior partner an individual or non-individual? | If your client is a trust or partnership, select either Individual or Non-individual from the drop-down. This field is only displayed if the employer is a trust or partnership. |
Name of trustee or senior partner | 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-individual (company, partnership, trust etc) | Select either individual or non-individual from the drop-down. This 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 trustee or senior partner is a non-individual. If the previous trustee or senior partner is an individual, 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 partner has changed since the last FBT return. |
Name of employer | It's pre-filled from your practice database. It's left blank if the client's employer name doesn'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 employer. 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’s address has changed since last year, enter details in the previous postal address of the main business location. If the client is outside Australia, select their country from the Country if outside Australia drop-down. |
Has the business/trading name changed since the last FBT return? | Select Yes or No. |
Current business/trading name | If the name has changed since last year, enter the new name. This field is only displayed if you select 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 or No. |
Current business/trading address | If the address has changed since the last FBT return, enter the new address details. If the client is located outside Australia, select their country from the Country 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 fringe benefits during period 1 Apr 2017 to 31 Mar 2018 | Type the number of employees who received fringe benefits during the period. |
Hours taken to prepare and complete this form | This field is optional – your answers will help the ATO to monitor these costs. Consider the time (rounded up to the nearest hour) you spent reading the instructions, collecting the required information, making any calculations, and completing this return. |
Is the employer expecting to lodge FBT return forms for future years? | Select Yes or No. If a client has provided taxable fringe benefits after 31 March 2019, they fall into the 2020 FBT year. You may need to lodge a 2020 FBT return. |
Electronic Funds Transfer (EFT) | Fill in the electronic funds transfer (EFT) details for the client: - BSB
- Account number
- Account name.
In most cases, the account name is shown on your client’s bank account records. It should include spaces between each word and between initials. |