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Fringe Benefit Tax Return Template

Download your free Fringe Benefit Tax Return template to personalize and use in your bookkeeping or accounting firm.

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A preview of the templateFringe Benefits Tax (FBT) return (Australia)Ready to Start2 AutomatorsUpdate and send the client request below to obtain the required FBT infoCompletedYCLIENT TASKSProvide the details needed to begin your Fridge Benefits Tax (FBT) return 1 AutomatorUpload your current financials through 31 MarchCompletedMUpload prior year's lodged Fringe Benefits Tax return (if available)CompletedMProvide details on all related car fringe benefits (see description) and upload completed logbook (for each vehicle)CompletedKProvide details on any Entertainment fringe benefitsCompletedOProvide details and materials for other Fringe Benefit Tax items to consider (e.g. car parking, expense payments)Ready To StartDue TodayZ

About this template

This is the Karbon best practice to complete the Australian Fringe Benefits Tax return. It includes details for three roles_ Admin, Preparer, and Reviewer.

The process includes the option to send requests to clients (Client Tasks if you use Karbon) to collect the initial information, or that can be replaced with a client meeting to discuss. The process doesn't include an engagement letter process.

The process is expected to take roughly 15 days to complete.

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Karbon Practice Management

A preview of the templateFringe Benefits Tax (FBT) return (Australia)Ready to Start2 AutomatorsUpdate and send the client request below to obtain the required FBT infoCompletedTCLIENT TASKSProvide the details needed to begin your Fridge Benefits Tax (FBT) return 1 AutomatorUpload your current financials through 31 MarchCompletedOUpload prior year's lodged Fringe Benefits Tax return (if available)CompletedIProvide details on all related car fringe benefits (see description) and upload completed logbook (for each vehicle)CompletedRProvide details on any Entertainment fringe benefitsCompletedTProvide details and materials for other Fringe Benefit Tax items to consider (e.g. car parking, expense payments)Ready To StartDue TodayG

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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