Employer Reports

We provide several reports to help you manage your salary packaging program.

To access these reports, log in to your online account, select the Employer tab and you’ll find them under the heading End of FBT Year Reports.

To download a report, simply click the relevant link under the heading AccessPay Files.

Employer Reports

Report Name Use Report Information
Report for Employee Income Statements To be used to complete employee Income Statement summaries.

You can use the actual or de-grossed figures for reporting purposes (depending on your payroll system)

 Provides details of AccessPay salary packaging benefits.
Does not include any benefits that AccessPay does not administer.
Gross up Summary of Employee Benefits Simple way to see gross up details of employee’s salary packaging benefits.

For reference only. Not to be used for the preparation of income statements.		 Provides the gross-up total for the following benefits:

  • General Living Expenses
  • Entertainment
  • Car benefits.
Report for FBT Return lodgement To be used to complete your organisation’s FBT Return.

We recommend you still lodge an FBT return, even if item 16 (Amount of tax payable) is nil.

 Provides details of the benefits administered by AccessPay, together with appropriate label numbers to assist in lodging your Fringe Benefits Tax Return.
Report for Vehicle Reconciliation To be used to reconcile details of company vehicles and novated leases.

For your reference only. Not to be used for the preparation of income statements.

 Only includes details if the car benefit is administered by AccessPay.

Grossed up benefits and reportable fringe benefits

 

The grossed-up value of a benefit is not always the same as the reportable fringe benefit value. This is because different gross up factors are applied based on whether the cost includes GST or not.

  • Type 1 gross up factor (2.0802) is applied when GST is included and type 2 (1.8868) when it is not.
  • Type 2 gross up factor is always applied to reportable fringe benefits, regardless of the GST.

Make sure you use the Reportable Fringe Benefits Report to prepare your employee’s annual income statements (previously known as their PAYG summaries).

If you want to understand more about reportable fringe benefits and reporting requirements, why not download a copy of our fact sheet containing popular FAQs about salary packaging and FBT reporting.

It provides more detailed information on your salary packaging program and reporting requirements.