salary sacrifice报税求助

aus2005

自己去年做了salary sacrifice，PAYG上写了3个数，gross income，tax withheld和salary sacrifice。
请问报税时，我income这一项应该写gross income，还是应该写gross income减去salary sacrifice。如果是前者，salary sacrifice应该写在报税里的哪一项？  salary sacrifice的税Super公司已经收过了，如果不在报税里面减去，就变成double tax了。

请熟悉的TX指点一下，加分的！

谢谢

zuozuo

Gross income应该不含Salary Sacrifice的。如果含了，就不对了。

在Payment Summary里, 应该填在The reportable employer super contribution 一项。

aus2005

zuozuo 发表于 2013-9-12 16:09
Gross income应该不含Salary Sacrifice的。如果含了，就不对了。

在Payment Summary里, 应该填在The repor ...

请问 填在 “The reportable employer super contribution ” 里对最后tax refund的结果有影响吗？
如果没有，不是说明salary sacrifice的被doube tax了？ 求解

haidai

melmonash

学习

faulkner

楼主用eTax自己报吧，输入税号选择自动搜索相关税务信息，剩下的就确认一下就完事了。

zuozuo

aus2005 发表于 2013-9-12 16:53
请问 填在 “The reportable employer super contribution ” 里对最后tax refund的结果有影响吗？
如果 ...

Salary Sacrifice 是不用交税的，对你的tax没有影响。

填上去是test你的income用的，比如Medicare levy surcharge，计算是否超过收入限额的时候，要加上这一块。要是申请Family Benefit，Centralink也会把这部分收入算进去。

simonwang

Say your original gross income is $65000, salary packaged $10000 into your super. Payment summary should show gross income as $55K and reportable employer superannuation contribution as $10K. You pay income tax based on $55K but the income for various means test is $55K+$10K.

aus2005

simonwang 发表于 2013-9-13 11:02
Say your original gross income is $65000, salary packaged $10000 into your super. Payment summary sh ...

PAYG上写的是，比如gross payment：65000，reportable super contribution：10000.
65000 实际就是我们contract的收入number，before salary sacrifice。 tax account说就是把gross payment的数字65000写成报税的income。这样不就是10000再收一次所得税？

如果说gross payment写错了，应该写成55000，我和我LP都做了salary sacrifice， 2个单位都是把salary sacrifice之前的数现在gross payment上。

求解？谢谢

simonwang

The payroll is wrong, after salary packaging $10k, your gross income should be only $55K as $10K is employer provided benefits not your taxable income any more. Ask them to change.

If they have withhold PAYG based on $65K, you can claim back all excess.

樱桃D琳

应该是不包括的

lee2267

#10 是专家哦。。。楼主的公司payroll 要悲剧了。。这个是大错误来着。。

75435

zuozuo 发表于 2013-9-12 22:39
Salary Sacrifice 是不用交税的，对你的tax没有影响。

填上去是test你的income用的，比如Medicare levy  ...

Salary Sacrifice 是不用交税的，对你的tax没有影响。

填上去是test你的income用的，比如Medicare levy surcharge，计算是否超过收入限额的时候，要加上这一块。要是申请FB，Centralink也会把这部分收入算进去。
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请问这个FB 跟 Family Tax Benefits （  简称FTB ）是一样吗？
centrelink会把这部分收入计算进去。这个有网站链接吗？
先谢了。

75435

在一个网站上找到了这个：
http://www.superguide.com.au/how ... -family-tax-benefit

Since 1 July 2009, salary sacrificed super contributions have been included when assessing income for the Family Tax Benefit (FTB). The income test used for the FTB is the same test as the one used for the Commonwealth Seniors Health Card.

Before July 2009, adjusted taxable income, for the purposes of FTB included:

Taxable income (includes salary and wages, lump sum payments, and income from: business or self-employment, investments, real estate, taxable Government pensions and benefits; and other taxable income)
Adjusted fringed benefits
Net rental property losses
Certain exempt income from government payments (these are very specific payments)
Target foreign income
Child maintenance paid to another person (deductible child maintenance expenditure).

Since 1 July 2009, adjusted taxable income also includes:

Income that is salary sacrificed to superannuation, or super contributions claimed as tax-deductions (known as reportable super contributions), and
Net financial investment losses.

zuozuo

75435 发表于 2013-9-13 16:15
Salary Sacrifice 是不用交税的，对你的tax没有影响。

填上去是test你的income用的，比如Medicare le ...

是family Benefit，SalarySacrifice的super在领福利的时候要算到收入里。

75435

zuozuo 发表于 2013-9-13 16:46
是family Benefit，SalarySacrifice的super在领福利的时候要算到收入里。

ATO网站的我也找到了。
东西太多了。

Adjusted taxable income (ATI)
Your ATI affects your entitlement to any dependant tax offset.
Generally, your adjusted taxable income includes your:
taxable income
adjusted fringe benefits amount (total reportable fringe benefits amounts x 0.535)
tax-free government pensions or benefits
target foreign income (includes any income earned from overseas that is not already included in your taxable income or received in the form of a fringe benefit)
reportable super contributions (includes both reportable employer super contributions and deductible personal super contributions)
total net investment loss (includes both net financial investment loss and net rental property loss).

http://www.ato.gov.au/Individual ... super_contributions