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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About this template
This is the Karbon best practice to complete the New Zealand 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 10 days to complete. Typically the FBT return is filed quarterly (ending months of June, September, December, and March; due date is 20 July, 20 October, 20 January, and 31 May respectively) or annually (covering 1 April to 31 March; due date is 31 May).
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
Alternatively, you can
.
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.
