Annual Fringe Benefits Tax (FBT) Review Form

Employer Details

Business Name *

ABN *

Contact Person: *

Phone *

Email *

Registered for FBT? *

Yes

No

If no, were any fringe benefits provided this year?

Yes

No

Do you want us to register you for FBT?

Yes, please

No, Thank you. I can do it myself

Motor Vehicle & Car Fringe Benefits

How may Motor vehicles available for private use within your company?

1

2

3

MV1: Motor vehicles available for private use?

Yes

No

MV1: Vehicle Make/Model:

MV1: Registration

MV1: Employee using vehicle

MV1: Logbook kept?

Yes

No

MV1: Odometer 1 Apr:

km

MV1: Odometer 31 Mar:

km

MV1: Vehicle stored at home overnight?

Yes

No

MV1: Commercial (ute) used privately?

Yes

No

MV2: Motor vehicles available for private use?

Yes

No

MV2: Vehicle Make/Model

MV2: Registration

MV2: Employee using vehicle

MV2: Logbook kept?

Yes

No

MV2: Odometer 1 Apr

kn

MV2: Odometer 31 Mar

km

MV2: Vehicle stored at home overnight?

Yes

No

MV2: Commercial (ute) used privately?

Yes

No

km

MV3: Motor vehicles available for private use

Yes

No

MV3: Vehicle Make/Model

MV3: Registration

MV3: Employee using vehicle

MV3: Logbook kept?

Yes

No

MV3: Odometer 1 Apr

km

MV3: Odometer 31 Mar

km

MV3: Vehicle stored at home overnight?

Yes

No

MV3: Commercial (ute) used privately?

Yes

No

Expense Payments

Any private expenses reimbursed?

Yes

No

Details of private expenses reimbursed

Entertainment Payments

Staff entertainment provided?

Yes

No

Client entertainment provided?

Yes

No

Location:

On premises

Off premises

Total Cost:

$

Employees Attending:

Clients attending:

Provide more details (in necessary):

Gift Cards, Gifts, Awards

Any employee gifts provided?

Yes

No

Details of employee gifts provided

Loan Fringe Benefits

Any loans provided to staff or directors?

Yes

No

Borrower:

Loan Amount

$

Interest rate terms:

Housing / LAFHA

Accommodation or allowances provided to employees?

Yes

No

Details of accommodation or allowances provided

Car Parking Fringe Benefits

Employee parking provided?

Yes

No

Commercial parking station within 1km?

Yes

No

Property & Residual Benefits

Any goods/services provided for private use?

Yes

No

Details of Goods/Services Provided

Salary Packaging

Any salary sacrifice arrangements?

Yes

No

Details of salary sacrifice arrangements

Small Business Exemptions

Minor benefits (<$300)?

Yes

No

Work‑related items (phone/laptop)?

Yes

No

Taxi travel exemption?

Yes

No

Supporting Information

Supporting Information

Payroll Summary

Vehicle Logbooks

Entertainment Receipts

Loan Balances

Employee List

Client Declaration

Client's Name *

Client's Position *

Signature *

Clear

Date: *