| Field | What to do |
|---|
| Tax file number (TFN) | This is pre-filled from your practice database. If the client's TFN doesn't exist in your practice database, it will be left blank. If a client does not have a Tax file number, they must complete a Tax file number application for companies, partnerships, trusts and other organisations (NAT 3799). |
Australian business number | This is pre-filled from your practice database. If the client's ABN doesn't exist in your practice database, it will be left blank. |
| 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. |
Name of trustee or senior partner | Type the name of the trustee or senior partner (as well as address details for individuals). If this name is the same as last year, tick the This is the same as last year checkbox. If this name has changed since last year, un-tick the checkbox. |
| Was the previous trustee or senior partner an individual or non-individual | If your client was a trust or partnership at the time of last year's return, select either Individual or Non-individual from the drop-down. This field is only displayed if you un-tick the This is the same as last year checkbox for the Name of trustee or senior partner. |
| Previous name of trustee or senior partner | Type the name of the previous trustee or senior partner (as well as address details for individuals). This field is only displayed if you un-tick the This is the same as last year checkbox for the Name of trustee or senior partner. |
| Name of employer | This is pre-filled from your practice database. If the client's employer name doesn't exist in your practice database, it will be left blank. If this name is the same as last year, tick the This is the same as last year checkbox. If this name has changed since last year, un-tick the checkbox and enter the new name. |
| Previous name | Type the name of the previous employer. This field is only displayed if you un-tick the This is the same as last year checkbox for the Name of employer. |
| Postal address | Enter the client’s Postal address of the main business location. If the client is located outside Australia, make sure to 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 located outside Australia, make sure to 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 selected 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, make sure to select their country from the Country if outside Australia drop-down. |
| Name of the person to contact | Type the name of the main contact person for the client. |
| Number of employees receiving fringe benefits during the period | 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 in 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 2015, they fall into the 2016 FBT year and you may need to lodge a 2016 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 should be shown on your client’s bank account records. It should include spaces between each word and between initials. |
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