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HandiTax - Add a Fringe Benefit Tax (FBT) return to a client in HandiTax

Updated over a month ago

The Fringe Benefits tax return year runs from 1 April to 31 March, while the income tax year for most entities runs from 1 July to 30 June. The FBT form is released in March each year via a program update.
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Create a Fringe Benefits tax return

  1. Log in to HandiTax, then highlight the required client and select Tax Forms, New.

  2. From the Tax form drop-down arrow, select FBT.

  3. Click Save. The Dates will automatically adjust to the correct FBT year dates.

Note: If you receive the Error: Form type (FBT) NOT yet available:

  • Confirm you're working in the correct HandiTax year, as the FBT year runs from 1 April to 31 March.

  • Ensure HandiTax is up to date by navigating to Help, About, check your version against those in the Software Updates website.

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