Submitting FBT Related Claims - Desktop

Fringe Benefits Tax (FBT) represents a specific category of taxation that is applied to various benefits provided to employees, particularly expenses that may be classified as entertainment. In circumstances where FBT is applicable, it becomes essential to accurately capture attendee information. The configuration of which expense types require attendee information is determined by your admin, ensuring that the process aligns with your company's policies.

This article aims to provide comprehensive guidance on how to effectively add attendees to expense claims on the desktop website.

How to Add Attendee Details via the Desktop Website?

Add Attendees by Name

To add attendees by name...

1. Click the ADD EXPENSE button or drag a receipt to open the claim form.

2. In the Coding details section, select the required fields from the Category lists.

   

   The People section will be displayed under the Coding details section when an expense code that has FBT enabled is selected, as shown in the screenshot below.

   

3. Click the ADD ME button. The Name and Company fields will be populated with the details from your user account.

   

4. Select an Attendee Type from the displayed list.

   

   The expense form will show you added as an attendee as shown in the screenshot below.

   

   Tip

   • To add other people, start typing their names in the Name field. Zeno Expense will suggest names from a list of employees and attendees you may have previously added.
   • For each name you want to add, you must enter the name of their Company and select the Attendee type from the available options.
   • To remove a person, click the Delete icon next to their name.
5. Select the Yes or No option depending on whether your regular approver was present at the event or was absent.
6. Click the SUBMIT button.

Add Attendees by Headcount

If your company has ‘opted in’, you will have the option to enter attendee details by ‘Head Count’ or ‘Attendee Name’.

To add attendees by headcount...

1. Click the ADD EXPENSE button or drag a receipt to open the claim form.

2. In the Coding details section, select the required fields from the Category lists.

   

   The People section will be displayed under the Coding details section when an expense code that has FBT enabled is selected, as shown in the screenshot below.

   

3. Click the By Head Count option, as shown in the screenshot below.

   

4. Enter the number of attendees in the No. of People field and select the Attendee Type from the displayed list.

   

   Tip

   Multiple attendee types can be added to the same expense, as shown in the screenshot below.

   

5. Select the Yes or No option depending on whether your regular approver was present at the event or was absent.
6. Click the SUBMIT button.

Back to top