Multiple users
Install on one or more local computers or in a virtual environment (ie. Remote Desktop Services [Terminal Services] or Citrix) with data located on a centralised file server accessible by all users.
$249 (GST Excl.)
Multiple entities
One or more entities can be created, edited and lodged (based on licence). A single entity (per user) is included with additional entities purchasable.
$40 (GST Excl.) per entity
Benefits
There are no benefit limitations in easyFBT for Tax Agents:
- Unlimited employees
- Unlimited benefits
Delivering great experiences
You expect the best experience, service and support. At One Plus One Solutions Pty Limited we understand your expectations and work tirelessly to meet and exceed them. See what easyFBT has to offer and let us know how we can help you deliver your best, without limits and at an affordable price.
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Key features of easyFBT for Tax Agents
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Data sources
Data Sources make the task of managing different groups of entities a breeze. A data source, in simple terms, is a collection of entities which can be accessed by one or more users and are located on a centrally managed server. Data sources assist your teams in managing separate groups of entities within their own structure with access available via a simple selection process. -
Entity consolidation
The Consolidation wizard allows you to aggregate any number of entities into a single entity for reporting purposes. An easy to use wizard guides you through selecting the required entities, collecting some information about your consolidation and finalising the aggregation. -
Attachments
Wanting to keep all your documents and records as part of your return? easyFBT allows you to store this information on an entity-by-entity basis via our Attachments feature. You can simply drag-and-drop files, create sub-folders and even edit these documents right from within the Attachments Manager in easyFBT. All attachments are stored as part of any export or backup and will remain with your entity until you remove them. -
Advanced editing features
easyFBT workpapers have a general Microsoft Excel look and feel and share many of the standard features that you come to expect including cut, copy, paste (information pasted into workpapers will be extensively validated, from individual cells to any number of columns and rows) and delete. Other available features include the ability to freeze columns, show and hide specific columns to match your workflow, sorting one or more columns and flagging rows to identify potential review items. -
Import data
Import your benefit information directly from either Microsoft Excel workbooks (97-2003, 2007 or later), tab-delimited or comma separated text files using our specially designed wizard to guide you through this complex process of adding new benefit data or updating existing benefits with additional information. The Import Data wizard will extensively validate your data files to ensure they comply with the complex rules of each field. -
Create report wizard
The Create Report wizard allows you to create user-defined reports for each reporting area within easyFBT. The wizard guides you through developing a new report (or editing an existing report) allowing you to determine the area you wish to report, whether it's detailed or summary, the columns (and order) to display and other key items such as grouping, pagination, sorting and filtering. If there is a report you require, easyFBT can create it! -
RFBA employee letters
Generating employee summary letters can be a time consuming task without using easyFBT. The Employee Letters wizard guides you through selecting your existing Microsoft Word template (containing your own wording), the range of employees to include, generates individually tailored letters (in Abobe PDF or Microsoft Word format) and then optionally e-mails them directly to employees. Compress days of manual work into just a couple of minutes and let easyFBT do the hard work for you!
easyFBT also includes these standard features
Installation
easyFBT has been designed to be quick and easy to install with minimal (if any) input required by your IT Department. No need to install complex database servers or seek on-going administration support or maintenance.
Electronic lodgement
Interact directly with the ATO's Standard Business Reporting (SBR) portal using our SBR Interaction wizard. You can both Prelodge and Lodge your return and review each interaction independently. If you have yet to register for an AUSkey you can still produce and lodge the paper form instead.
Auto backup
Backing up your data is an extremely important process that sometimes gets overlooked especially during the busy times. easyFBT is configured to automatically complete an entire backup of all entities to a location of your choice (ie. network file server) when you close the program. Auto backup is fully configurable and can be adjusted to meet your backup requirements.
Workpaper column help
The workpaper column help details what is generally expected to be entered into input columns. For calculation columns, the help describes how certain calculations are performed and where these calculations are more complex, shows the formula used in general terms. ATO commentary/information is also included within some of the columns for additional guidance.
Declarations
The Declarations Manager provides access to ATO approved declaration documentation required when completing certain benefit types. Declarations in the form approved by the Commissioner of Taxation are required for various benefit types and are provided within easyFBT as pro-forma documents.
Automated in-house benefit allocation
The In-House Benefit Reduction Allocation wizard automatically allocates the $1,000 in-house benefit reduction amount for in-house benefits to your employees based on your selection of workpapers and order of allocation.Frequently Asked Questions
Setup and installation
By default easyFBT and your entity information is installed and located on your local computer. To share entity information across multiple users, using the Data Source feature you create a repository on a centralised file server accessible by all users.Virtual installations and sharing entities
easyFBT can be installed into a virtual environment such as Remote Desktop Services [Terminal Services] or Citrix where users remotely access Microsoft Windows. Following the general setup and installation guide, you to create a Data Source to share entity information across multiple users.Who can purchase this version?
easyFBT for Tax Agents has been specially priced for registered Tax Agents who prepare or review then lodge FBT returns on behalf of their clients. For your purchase to be finalised you will need to provide your TAN registration information on your business letterhead.Shop
Our shop provides a simple and secure way to purchase our products on-line. To get started, all you need to do is create your account and within minutes you can begin shopping.
Purchasing items
Items are purchased on a per-computer basis, so if you have two team members at your site who wish to use the product, you will need to purchase two copies of the software. Additional entities are also purchased on a per-computer basis. Each product comes with single entity included.