xbert-fbt-prep

{
  "name": "xbert-fbt-prep",
  "displayName": "XBert FBT Prep (AU)",
  "description": "Annual FBT exposure review for Australian clients — scan motor vehicles, entertainment, employee benefits and salary packaging arrangements before the 21 May return deadline.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-fbt-prep",
  "license": "MIT",
  "keywords": [
    "fbt",
    "australian",
    "ato",
    "fringe-benefits",
    "annual",
    "compliance",
    "vehicles",
    "entertainment"
  ],
  "x-xbert": {
    "displayName": "XBert FBT Prep (AU)",
    "tagline": "Annual FBT exposure scan for Australian clients — vehicles, entertainment, employee benefits — with estimated liability and audit working paper.",
    "audience": [
      "accountants"
    ],
    "categories": [
      "compliance",
      "fbt",
      "annual",
      "australian"
    ],
    "prerequisites": [
      "XBert account",
      "Client connected to an Australian-domiciled ledger",
      "Full FBT year P&L and balance sheet posted"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "FBT is the annual question nobody loves but every firm has to ask: does this client have a fringe benefit exposure, and is the return going to defend itself? Company cars used on weekends, the Christmas party invoices, the staff health-fund subsidy on the BAS account that everyone forgot about — each one is a potential FBT trigger and a potential adviser-failure risk.\n\nXBert FBT Prep runs the annual scan against the client's ledger. It scans expense accounts for FBT-trigger patterns (motor vehicles, entertainment and meals, staff amenities, employee benefits, low-interest loans), applies the Australian gross-up factors (Type 1 at 2.0802, Type 2 at 1.8868), estimates the FBT liability at the 47% top-marginal rate, and identifies which benefits qualify for the minor benefits exemption (<$300 infrequent and irregular). The output is a Word working paper that documents what was found, the estimated liability, the assumptions, and the recommended actions before the 21 May return deadline.",
    "useCases": [
      {
        "title": "Annual FBT exposure scan",
        "description": "Before the 21 May return deadline, scan the FBT year (1 April to 31 March) for benefits that may trigger FBT — vehicles, entertainment, staff amenities, loans."
      },
      {
        "title": "Motor vehicle benefit review",
        "description": "Identify company-owned vehicles and flag missing logbooks; estimate FBT under the statutory formula method (20% of base value)."
      },
      {
        "title": "Entertainment expense classification",
        "description": "Flag entertainment and meal expenses that may attract FBT; surface the minor benefits exemption opportunity for staff-only events under $300."
      },
      {
        "title": "Reportable Fringe Benefits check",
        "description": "Estimate which employees will need RFB reporting on their payment summary or via STP (grossed-up value over $2,000)."
      }
    ],
    "benefits": [
      {
        "icon": "Search",
        "title": "Whole-of-ledger trigger scan",
        "description": "Every expense and asset account scanned against the FBT trigger taxonomy — vehicles, entertainment, staff benefits, loans, packaging."
      },
      {
        "icon": "Scale",
        "title": "Liability estimated, not just identified",
        "description": "Type 1 / Type 2 gross-up applied per benefit; FBT estimated at the 47% top-marginal rate. The number is in the working paper, not just the question."
      },
      {
        "icon": "FileText",
        "title": "Audit-defence Word working paper",
        "description": "Documents what was found, how the estimate was reached, what assumptions were made, and what to do before 21 May. Files straight into the client folder."
      }
    ],
    "workflow": [
      "Type /fbt-prep in Claude Code or Claude Desktop",
      "Confirm the client and the FBT year (1 April to 31 March, defaults to most recently completed)",
      "Plugin pulls P&L, balance sheet, fixed asset register and trial balance via MCP",
      "Trigger scan runs across expense accounts; liability estimated with gross-up applied",
      "Build the working-paper payload, render via xbert-working-paper:render-docx, and report the saved path"
    ]
  }
}