If you need to track and report expense data for Fringe Benefits Tax (FBT), Expensify offers a workflow to capture the required information and export it to a spreadsheet.

Set Up Fringe Benefits Tax

Add Attendee Count Tags

To start tracking FBT, add the following tags to your Workspace:

• Number of Internal Attendees
• Number of External Attendees

These tags must be named exactly as written above, without extra spaces.

Setting up Tags:

1. Go to Settings > Workspaces > Group > Workspace Name > Tags.
2. Create tags with numeric values (e.g., “01”, “02”, “03”) up to your expected maximum number of attendees.
3. These tags can be used alongside existing accounting solution tags.
4. Follow these instructions to add tags.

Add Payroll Code

1. Navigate to Settings > Workspaces > Group > Workspace Name > Categories.
2. Select Edit Category for the relevant expense categories.
3. Add the payroll code “TAG”.

Enable the FBT Workflow

Once you’ve added the attendee count tags and payroll code, email concierge@expensify.com with this request:

Subject: Enable Fringe Benefits Tax Workflow
Message: Can you please add the custom workflow/DEW named FRINGE_BENEFIT_TAX to my company workspace named ****?

Once enabled, expenses coded with “TAG” will require the attendee count tags before they can be submitted.

For Workspace Members

• When submitting expenses under FBT-tracked categories, users must include internal and external attendee counts.
• If these fields are missing, the expense cannot be submitted.

For Workspace Admins

Running Reports

You can generate reports that include FBT-tracked expenses and attendee counts.

To extract the data:

1. Use a Custom CSV Export to format your report.
2. Apply these formulas to reference attendee counts:
   • {expense:tag:ntag-3} → Internal Attendees
   • {expense:tag:ntag-4} → External Attendees

Example: Expense Coding Levels

If your expenses have multiple coding levels, your report might include:

• GL Code (Category)
• Department (Tag 1)
• Location (Tag 2)
• Number of Internal Attendees (Tag 3)
• Number of External Attendees (Tag 4)

For more details, visit our Custom Templates guide.