FBT Statutory Report

Overview

The FBT Statutory report displays FBT information precontract, grouped by cost centre and client code where the Contracts / FBT "Benefit Type" = 'statutory'.

FBT Tax and Reportable Benefits are calculated based on available odometer readings and other relevant information.

The value recorded in the "FBT Reduced Value / Date" field is applied in this report in the 5th FBT year.

Calculations used in this report come from the 'fbt_statutory' derived field library.

This report can be emailed to the clients in a scheduler job. More details are available on the System Reports page.

Report Filters

Filter	Type	Description
Year Ending	Date	This field will default with the next FBT year end. Update this to show the date you want to use.
Manager	Drop List	Defaults to '--All--. Select from the list to filter and report on each separate Clients / Contact "A/C Manager".
Group	Drop List	Choose the client group you want to run the report for.
Client	List	Select one or a group of clients. Select one client by clicking on it. To select multiple clients, click each one you want while holding the Ctrl key down. To select a range of clients, click on the first client in the range, hold down the Ctrl and Shift keys and then click on the last client in the range.
Contract Type	List	Defaults to '--All--', which reports on all contract types. Choose one or a multiple of types, click each one you want while holding the Ctrl key down. To select a range of contract types, click on the first contract type in the range, hold down the Ctrl and Shift keys and then click on the last contract type in the range.
Report Queue	Check Box	Select if you want to send the report to the Report Queue screen
Cost Centre	Drop List	Select '--All--' or the one desired cost centre.

Fields in PDF

Report Field	Type	Description
Header
Client Name	Text	Clients / Contact "Name"
Client Code	Text	Clients / Contact "Client Code"
As at	Date	Selected Year ending date for the report.
Page	Number
Body
Cost Centre	Text	Report is grouped and totaled by Cost Centre.
ID	Number	Contracts "Contract ID"
Rego	Text	Contracts / Contract "Reg Number"
Driver Name	Text	Contracts / Contract "Driver"
Vehicle Description	Text	Contracts / Vehicle "Description"
Type	Text	Contracts / Contract "Contract Type"
Start Date	Date	Contracts / Contract "3rd Party Start" if this is populated, otherwise Contracts / Contract "Start Date" is used.
Suspend Date	Date	Contracts / Contract "Suspend Date". suspended contracts are included on this report if they were active at some point in the selected FBT year.
FBT $ Value	Number	Contracts / FBT "FBT Value". If the contract has a populated "FBT Reduced Value" and "FBT Reduced Date" and the "FBT Reduced Date" is less than the selected "FBT Year Ending" then the "FBT Reduced Value' is shown and used in the calculations for this report.
Opening Date	Date	Contracts / FBT "Opening Reading Date"
Opening KM	Date	Contracts / FBT "Opening Reading Km" The closest reading to the start of the FBT period is shown. If there is an "ODO" reading on the opening date, this is used in preference to other Odometer readings, E.g. Fuel or Maintenance. If their are two "ODO" readings on the day, the one with the highest Odometer value is used.
Closing Date	Date	Contracts / FBT "Last Reading Date". Date of last valid "ODO" reading.
Closing Km	Number	Contracts / FBT "Last Reading Km". Last valid "ODO" reading.
Annual Km	Number	Contracts / FBT "Annual Km"
Stat Rate	Percentage	Contracts / FBT "Statutory Rate"
Non-use	Number	Contracts / FBT "Days Not In Use"
In-use	Number	Contracts / FBT "Days Available"
Reportable Benefit $	Number	Contracts / FBT "Reportable Benefit". Open the Statutory formula method calculation model to see the calculation for this field.
FBT $	Number	Contracts / FBT "Fringe Benefit Tax (FBT)". Open the Statutory formula method calculation model to see the calculation for this field.