FBT 2026 Workpapers

Simplify the preparation, calculation and review of your clients’ Fringe Benefits Tax obligations with our comprehensive FBT Workpapers package for the 2026 FBT year.

Whether you’re preparing a complete FBT return or simply calculating the taxable value of a benefit to determine an employee contribution in your client’s accounts, this package provides the tools you need to get the job done efficiently.

Designed specifically for accountants in public practice, the package combines practical Microsoft Excel workpapers with ready-to-use client letters and forms, helping you streamline the entire FBT process.

The package includes the following Excel workbooks for 2026:

• FBT All-in-One Workpapers – A comprehensive set of working papers covering all fringe benefit and employer types.

• FBT Cars – A dedicated calculator for determining the taxable value of car fringe benefits.

• FBT Reportable Fringe Benefits – Calculate reportable fringe benefits for employees.

Client correspondence templates

Save time requesting information and communicating with clients using three ready-to-use letters:

• FBT Return – Request the information required to prepare your client’s FBT return.

• FBT Accounts – Request details needed to calculate employee contributions for accounting purposes.

• FBT Return Signing – Send the completed FBT return to your client for review and signature.

Client information forms

The package also includes two practical forms to help you collect the information required:

• FBT All Benefits Checklist – A comprehensive checklist to help identify potential fringe benefits provided by your clients.

• FBT Car Benefit Schedule – A convenient form for clients to record the information required to calculate car fringe benefits.

Bonus – 2025 FBT Calculators Included

As an added benefit, we’re also including the 2025 FBT calculators at no additional cost, giving you access to the previous year’s calculations when required.

One comprehensive package for managing your clients’ FBT obligations, helping you save time, improve consistency and maintain well-documented working papers.

Important: Please read the downloading instructions provided with this package before downloading and using our Excel workbooks.

Warning: check your version of Excel because these files are not compatible with Microsoft Excel versions 2019 and prior or the cloud-based version of Excel, Excel for Mac, or Google Sheets.