How do I manage reportable fringe benefits amounts (RFBA) within an update event via the payroll platform?

Available for the following Payroll plans: Standard, Premium

If you give an employee more than $2,000 in benefits, you must report the grossed-up taxable value on their payment summary or through Single Touch Payroll for the corresponding income year. These are called reportable fringe benefits and you can read more on the Australian Tax Office (ATO) website.

The Reportable Fringe Benefits feature within the Update Event module allows you to edit this information if it is incorrect or missing at any point before you lodge the update event with the ATO. Before you can add the required reportable fringe benefits, you will need to create an update event. To read further details on how to create an update event, refer to the following guide.

Important

It is important to note that there is nowhere else on the platform that you can add Reportable Fringe Benefits (RFB) amounts, other than via the Single Touch Payroll Reporting event, when finalising the year. You should also be aware that in the event that you do need to complete an amended finalisation event, you will need to re-add your RFB data.

Getting started

Export RFBA template
  1. Log into your Payroll platform.
  2. Click the Reports menu.
  3. Click the Single Touch Payroll submenu.Download_1.jpg
  4. Select the pay event that needs reportable fringe benefits edited.
    Fringe_1.jpg
  5. Click the Actions button.
  6. Click the Enter RFB amounts button. rfbamounts.jpg
  7. Click the Export button.
    exportrfb.jpg
Import RFBA Template
  1. Log into your Payroll platform.
  2. Click the Reports menu.
  3. Click the Single Touch Payroll submenu.Download_1.jpg
  4. Select the pay event that needs reportable fringe benefits edited.
    Fringe_1.jpg
  5. Click the Actions button.
  6. Click the Enter RFB amount button.rfbamounts.jpg
  7. Select Import.
    importrfb.jpg
Edit reportable fringe benefits
  1. Log into your Payroll platform.
  2. Click the Reports menu.
  3. Click the Single Touch Payroll submenu.Download_1.jpg
  4. Select the pay event that needs reportable fringe benefits edited.
    Fringe_1.jpg
  5. Click the Actions button.
  6. Select Enter RFB amounts.
  7. Make the required changes and click the Save button.
    saverfb.jpg

Further information

I have downloaded the RFBA spreadsheet. How do I complete it?

The spreadsheet will contain all the employees attached to the pay schedule. It includes employees that may not appear in the finalisation event, so take care when entering the required amounts. Employees that are not in the update event can remain in the excel document as long as they have 0 RFBA.

You can enter all the relevant grossed-up amounts against each applicable employee and, once you have saved the RFBA data, you can go back to the finalisation event and upload the information. Once you upload the spreadsheet, all RFB amounts will appear against each of the relevant employees.

If you have tried to import amounts for employees that you did not include in the update event, you will receive a warning stating that you did not include these employees in this update event. If you still need to import fringe benefits amounts for these employees, you will need to do so via an amended finalisation event.

Some important points to consider are:

  • If your business has multiple pay schedules, there will be separate worksheets for each pay schedule and we will list the employees in their relevant worksheet based on their pay schedule.
  • You must only enter the grossed-up taxable value of these benefits.
  • Do not enter any cents in the amounts.
  • Do not include any FBT amounts in the employee's gross earnings.
  • Import the template on a per-pay schedule basis for each finalisation event.
  • The amount entered must be the YTD amount. If you have entered any amounts in other events, we will include these amounts in this data export. If you need to update an employee's YTD amount, enter the actual YTD amount in the field so that it overrides the existing amount.

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