Itemised account (fringe benefits tax) - by processing order
This screen displays transactions for the fringe benefits tax (FBT) account.
The account payout amount and estimated general interest charge (GIC) are not available from this screen.
By processing order
This screen displays transactions in the order they are processed. All transactions from 1 April 2001 will be displayed.
If further details are required for transactions prior to 1 April 2001, Contact us.
Transaction list
Provides details of transactions processed on the account.
If a FBT return has been processed on this account in the past four working days, additional action may yet occur which could cause the account balance to change. This may include transactions such as the imposition of a penalty or the general interest charge, transfers to other accounts or government agencies, and/or adjustments to the annual FBT assessment – where applicable. If any of these actions occur, we will notify you of the specific transaction which affected the balance.
Screen fields:
Transactions relevant to the period from 01/04/2001 to <date>
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The default ‘From’ date for the period will be 1 April 2001. The ‘To’ date will be the current date.
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Only transactions processed from 1 April 2001 will be displayed.
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Process date
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The date the transaction was processed by us.
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Effective date
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The date the transaction became effective on the account. For debit amounts, it will reflect the due date allowing for weekends and public holidays. For payment and credit transactions, it is the date the payment or credit was received or notified. This date is used for calculating the GIC, where applicable.
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Transaction description
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Describes each transaction type.
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Debit amount
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The amount of a debit transaction. A debit amount is owed to us.
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Credit amount
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The amount of a credit transaction. A credit amount is owed by us.
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Balance
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The account balance after each transaction. A credit balance will include the suffix ‘CR’.
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Opening balance
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The opening balance appears as the first transaction on the list.
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Closing balance
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The closing balance appears as the last transaction on the list. It is the sum of the opening balance and all the transactions displayed in the list.
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Screen buttons:
Account list
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Select the Account list button to go to the ‘Client account list’ screen.
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Refund request
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Select the Refund request button to go to the ‘Refund request’ screen. This option is only available for users with appropriate access.
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Transfer request
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Select the Transfer request button to go to the ‘Transfer request’ screen. This option is only available for users with appropriate access.
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Payment options
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Select the Payment options button to take you to the ‘Payment options details’ screen.
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Payments
How to pay provides you with information about how to make a payment.
Account queries
If you would like more information about an account, send us a message via ‘Mail’ located on the left navigation bar.
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