Salary Packaging

Why choose MBPCloud Benefits & Expense Solution?

The perfect blend of technology & personal service

Our market leading cloud system offers live, customized reporting to both business & staff.

You have simpler FBT, ITC & GST reporting, resulting in improved staff efficiency.

Staff can claim & monitor their Benefit & Expense Packaging with a few clicks.

MBPCloud Benefit & Expense Packaging system is a simple, convenient, easy to understand

solution.

Packed with added extras, that Helps you get the most out of your Benefit & Expense recovery.

It eliminates messy paperwork, & offers helpful, personalized support when needed.

System Features

A broad view of your entire benefit & expense process from a single integrated system.

Access, request, & approve Claim Requests 24/7 from anywhere in the world.

Automated emails trigger requests for approval & claims processing.

Complete paperless operation.

Easy to administer Approval routines that can be scheduled.

Enquiries & answers are available via our online Help Desk facility.

Information & example buttons for each item.

Online forms

Qualifications button to check whether you qualify.

Reporting suite

Simple benefit & expense menus

Tax Advice

Tax Declarations

Track status of requests online.

Upload function for invoices.

Benefits for Staff

How does Packaging increase my take home salary?

You choose from a extensive list of benefits, the ones you wish to enjoy

You choose from a extensive list of expenses to recover from the Business & its clients.

We vet you claims and the business approves them.

We divert portions of your pre-tax & post tax salary to those benefits you choose, each payday.

Then only the remaining pre tax salary is subject to tax, decreasing the tax you pay.

More Benefits paid, more Expenses recovered & less Tax, means increased in Disposable Income.

Benefits for Business

Positions you as an employer of choice

Enhances staff recruitment & retention.

Increased staff take-home pay, at no cost to you.

Increased staff take home pay, reduces the need for pay rises.

Process is scheduled, so management can plan their time.

Improves expense recovery from clients & reduces expense admin.

No need to employ costly packaging expertise.

Paperless approval allows you to authorize & approve instantly, from anywhere, anytime.

FBT & GST reporting is online, saving time in generating reports.

Automatic processes guarantees FBT compliance, reduces risk & minimizes human inaccuracies.

Services Provided

We provide the following Services

All Claims manually vetted

All documentation e.g. invoices, receipts, agreements, required to effect a staff member’s

particular benefit, will either be requested from the staff member or sourced & drafted by us.

Benefits are updated for changes in legislation, as are their supporting forms & documentation.

Business & Staff data vetted & updated

Content kept up to date for changes in legislation, case law & rulings.

Documentation from staff examined to ensure its complies with ATO requirements.

Employment & ABN contracts examined

Expense reports to Accounts Payable Team per schedule

Legal documentation maintained

Making payments to the individual’s various package items, within 24 to 48 hours.

Negotiating Novated lease contracts.

Negotiation with suppliers

Services contd.

Ongoing Calculations & Payments - Performing the Steps necessary to effect your package, and

calculating your reimbursement of the private usage, so there is no FBT.

Payroll reports prior to payroll cutoff

Questions responded to within 4 business hours

Rates updated regularly

Reports reconciled

Salary Packaging Advice - we look at the individual staff member's circumstances to question &

determine what benefits they qualify for.

Software version improvement built & installed

Suggestions considered & implemented where practical

Reconciling Direct Deposits or Debits from the business into our account & allocating them to

individual packages.

Timesheet & Leave management

With each pay a salary sacrifice request is secured from the staff, as is necessary under the

Award system.

Who do we Package?

We Pay allowances, direct payments or reimbursements.

We Package We Service

Employees Business that are FBT Payable

ABN contractors Charitable Healthcare

Casuals Community Service

Temps Not-for-profit Healthcare

Permanents Private Businesses

Private Healthcare

Private Benevolent Institutions

Public Healthcare

Schools

Sporting Associations

Tourism

Trade Unions

Comprehensive Reports

We provide the following Reports

Bank Reconciliation

Benefits claimed by Staff by Period

Expenses claimed by Staff by Period

Fringe Benefit Tax (FBT) Liability

Goods & Services Tax (GST) & Input Tax Credit (ITC)

GST Claim

Monitoring the individual’s package quarterly, to ensure there are no FBT issues.

Motor Vehicle Novated Lease

Overall Fringe Benefits

Remuneration Packaging Statements updated each pay period and YTD for each staff member

and available in the MBPCloud.

Reportable Fringe Benefits Amount (RFBA) by Staff

Pay Advices with packaging, where we also do the payroll

Preparing Transfer Advice on pay day for amounts to be transferred to packages

Taxable Value

Using MBPCloud Benefit & Expense Packaging

Getting Started

Once you have joined MBPCloud, submitted you Business & Staff details

Passwords will be issued to your staff.

Login , click the “Packaging” app icon in MBPCloud home page.

You’ll be directed to the submenus on the Packaging page, as shown in Figure 1.

Click to assign benefits to users

Click to submit claims

Click to view claims details & approve/decline

Figure 1

Benefit & Expense Packaging Setup by Claims Admin

Assigning Benefits to your Staff

The designated Claims Admin chooses what benefit & expense claims it wants to offer their staff.

In the Packaging page, click on the “Claims Setup” submenu (only visible to the Claims Admin).

You’ll be directed to the Claims Menu in Figure 2 to select various benefit & expense items to assign

to Staff.

In the Menu:

click here to know how to start using Packaging app.

click here to raise a query on Packaging app.

Claims Menu

Figure 2

Click for a brief introduction

View list of claims submitted

Setting Benefit & Expense item options in each staff’s menu

You can choose:

Benefits – These are amounts to be included in the remuneration package for the selected period.

Expense – Money spent or incurred by staff as part of carrying out business related work.

Use the “Claims Menu Type Benefits & Expenses” to set the staff’s items:

Click “Benefits” Click “Expenses” as shown in Figure 3.

Based on your selection, items will be listed in the Claims Menu.

Figure 3

Click Benefits or Expenses to set the items in that category

Assigning claims items to a User

After choosing the Claims Menu Type, select the Staff to whom you wish to assign the claim item(s).

This can be done through the “User Drop-Down List”.

Select a user from the drop-down list, and all selected items will be assigned to that particular staff,

as shown in Figure 4.

Figure 4Select user from drop-

down

Defining Data Range for claim items assigned to Staff

After you have selected the staff name, set the period the items are available for that user,

as shown in Figure 5.

You can either set a common date range for all items, or separate ranges for each item.

Once the defined cut-off time has reached, items are automatically terminated, unless extended.

Figure 5

Set range by selecting dates from calendar

Confirm if the date range is common for all items

Item selection

After setting the date range, select items to be assigned to that staff under either benefits or

expenses by ticking respective check-box, as shown in Figure 6.

Then click “Submit” button to Save your selected item. Then move to the next category.

Tick check-boxes to select items

Click to save your selections

Figure 6

Terminating all claim items assigned to a user by Claims Admin

The Claims Admin may terminate all claim items assigned to a user, prior to the defined cut-off time.

Select User from user drop-down list.

Click “Terminate” button above the Claims Menu, as shown in Figure 7.

All claim items assigned to the user are then terminated, and no longer be available for that user.

Figure 7 Terminate

Drop-down list

Submitting Claims Request By Staff

Submitting Claims Request

In the Packaging page, click on the “Benefit & Expense Menu” or “Claims Request”.

You’ll be directed to the Menu, as shown in Figure 2.

All items assigned to you are listed here, to be chosen by Claims Menu type (Benefits/Expenses).

In the Menu click here to:

view information on the item.

view Example on claiming the item.

view Qualifications for claiming the item.

know how to start using Packaging app.

raise a query on Packaging app.

Select Menu type by clicking either Benefits or Expenses, as shown in Figure 3.

Click “Claim” button besides item you wish to claim, as shown in Figure 8.

Figure 8 Click for Claim Form

Qualifications pop-up window appears. Confirm your qualification to claim the item by clicking

“Accept” button, as shown in Figure 9.

The popup will not reappear for subsequent claims, unless you wish to remove your confirmation.

Click to affirm Qualification

Figure 9

Once Qualification is accepted, you will be directed to the Claim Request form, as shown in Figure 10.

Complete & Submit the form. Repeat for each item.

For an item if you need to claim some expenses as a direct payment & others as reimbursement, then

click the respective Payment method to submit the separate request forms.

Click to submit request

Figure 10

Terminating all Benefits by Staff User

Staff can also terminate ALL benefits assigned to them by:

ticking the check-box of the individual items or the “Select All” check-box.

then Click the “Terminate” button above the Claims Menu, as shown in Figure 11.

All benefits selected will be terminated, & removed from their Menu.

Figure 11

Click here to terminate selected benefit(s)

Items to be terminated

Tick here to terminate all items

Claims Request Approval By Claims Manager

Claims Request Approval

Once a claims request has been submitted, it goes to the Packaging Team to check & then a

Automated Email is triggered to Claims Manager for approval.

Claims List

Figure 12

To view request details

To approve request

Will direct to claims list below

Approval Levels

Approval levels are customizable. You can have one or two levels of approval.

Request approve/decline can done through the “Claims List” page, as shown in Figure 12.

Claims List can viewed by clicking Claims List submenu in Packaging page, Figure 1.

Once Manager has approved the claims request, a notification to process the claim is emailed for:

Benefits to Payroll Team Expenses to the Accounts Team

Once processed an Email confirmation is sent to the Staff member.

Example

Philip is working for ABC Pty Ltd as a Salesman. His monthly salary including a large commission

component averages $10,000pm plus Super i.e. $10,900. His employer requires him to work from

home and to attend weekly office meetings. Since he uses his house as a home office, he incurs

$2,500 per month on a floor area basis for electricity, furniture, internet, & other related expenditures.

He spends $1,000 per month on Work Related Travel and $1,000 for Airport Lounge Membership of

one year. All these figures exclude GST.

The calculation of his benefits follows.

Fee Schedule

Fee Schedule $ (excl GST)

Benefits & Expenses - Business

Packaging portal access pm per user 11

Fee on claim ITC

Setup (once only) per user 11

Staff

Fee on claim 15%

Advice (optional) 299

Payroll - Business

Timesheet portal access pm per user 11

Processing per pay per user 11

Thank you &

Appreciate any Questions?

Telephone : 1300 276 266

Email : support@mbpcloud.com

www.mbpcloud.com