How to print FBT reports and export benefits

Overview

At the end of each quarter, the Summary Report and Tax Computation can be printed and saved as PDFs for internal reference or IRD audit purposes.

Report print options can be customised to specify the information included in each report.

Note: If you want to use a different theme or address, you need to contact us so we can set it up for you.

Print a standard report

In the entity’s FBT calculation, select the Print arrow in the top right of the screen. Then select the report you want to print.

Print a customised report

In the entity’s FBT calculation, select the Print arrow in the top right of the screen.

1. Select Print options.
2. Select the report you want to print.
3. Customise the print options.
4. Select Print

How to export benefits

To export all benefits for the quarter/full year into Microsoft Excel, select Workpapers > Benefits.  You can export the benefits summary using the Export button.

To export a detailed list of benefits by employee, select ‘All benefits‘ total line at the end of the Benefits screen.  You can then export this into Microsoft Excel.