CA (Chartered Accountant)/Tax Agent/会计 - 在线解答各类Tax/Accounting问题

shuangchao

原帖由 accelerate 于 2010-9-3 13:19 发表
HI David,
想问下，一般情况下是clients说Pay了多少就是多少吗？ 还是你们会adjust the amount?

well, tax agents are not required to cross check every single receipt. normally, i would reconfirm with client if the amount seems unreasonable

lithgow

原帖由 shuangchao 于 2010-9-3 18:30 发表


well, tax agents are not required to cross check every single receipt. normally, i would reconfirm with client if the amount seems unreasonable

那比如说客户就提供了一个收入和支出的list,还是手写的,并注明一共收到和付出的总gst,也没有提供bank statement,这样是不是就不可以呢,谢谢

shuangchao

原帖由 lithgow 于 2010-9-3 18:37 发表

那比如说客户就提供了一个收入和支出的list,还是手写的,并注明一共收到和付出的总gst,也没有提供bank statement,这样是不是就不可以呢,谢谢

depends, for company clients, i would review their bank reconciliation along with other verification procedures, for individual client, i don't normally request business bank statements if they have prepared bookkeepings on their own

mayamaya

想请教一个薪水问题，谢谢！
比如跟员工达成一致，薪水为每小时20刀，其中包括扣税部分和Super的9%，那么实际上应该发到员工帐号多少钱呢？
求个公式，谢谢啦`~~~


[ 本帖最后由 mayamaya 于 2010-9-4 23:30 编辑 ]

shuangchao

原帖由 mayamaya 于 2010-9-4 23:27 发表
想请教一个薪水问题，谢谢！
比如跟员工达成一致，薪水为每小时20刀，其中包括扣税部分和Super的9%，那么实际上应该发到员工帐号多少钱呢？
求个公式，谢谢啦`~~~
...

about $16.07 assuming you are full time with no second job and help debt.

accelerate

Thanks David,

还有一个问题，今年卖掉一些shares，但是目前只收到一份share的annual tax statement，那我的CGT是按照statement上的添， 还是要自己算出所有卖掉的share的gain/loss呢？

shuangchao

原帖由 accelerate 于 2010-9-6 12:07 发表
Thanks David,

还有一个问题，今年卖掉一些shares，但是目前只收到一份share的annual tax statement，那我的CGT是按照statement上的添， 还是要自己算出所有卖掉的share的gain/loss呢？ ...

i am abit confused by your question, annual tax statement is normally for your managed fund, it may include capital gain income, you simply needs to complete by the statment. if you are sold all your investment in the managed fund, then you have to calculate the gain/loss yourself based on your original costs of acqusition and your sales proceed received.

mayamaya

谢谢DAVID，
但是这个是怎么算的哟~~~~ 能给解释解释不？
不好意思啊，太菜鸟了我~

shuangchao

原帖由 mayamaya 于 2010-9-6 20:09 发表
谢谢DAVID，
但是这个是怎么算的哟~~~~ 能给解释解释不？
不好意思啊，太菜鸟了我~

hmmm, do you have a record of how much you bought the shares for? you must know how much you sold them for last year. you need to take into account if there are capital returns while you are holding the shares. things can get very complicate if the investment you bought were taken over by other companies.

it is difficult to explain here, there are simply too many things to cover, but the basic idea is you gain/loss represents the different between how much you paid for them and how much you sold them for.

i suggest you engage a tax agent to prepare your return if you still struggles.

psp8023

帅哥,问下, 银行利息收入,我有自己的账户,还有联合账户,实在懒的找整年利息收入. 可以根据ATO显示的利息收入报么？比如我会计朋友帮我用系统查过，利息140多？那个数字准么？不知道和实际会不会出入，会不会有问题？

psp8023

顺便问下，medical levy 是什么，每个人都要交么？我收入2W9, 也是按1.5交么？我去年12月拿到身份的。之前是国际学生
没有享受MEDICARE, 这样我交的有什么不同么？

shuangchao

原帖由 psp8023 于 2010-9-6 23:12 发表
帅哥,问下, 银行利息收入,我有自己的账户,还有联合账户,实在懒的找整年利息收入. 可以根据ATO显示的利息收入报么？比如我会计朋友帮我用系统查过，利息140多？那个数字准么？不知道和实际会不会出入，会不会有问题？ ...

the figure is usually accurate, i assume you accounts are with the major banks, some people who have funds in Rabo bank, their interest are not updated with the ATO yet.

leski

david，请问一下哈。我05年买的funds，09年卖掉。七月收到报表，loss 为11000左右。我在etax的deduction下total losses of earlier income years，填在PP amount下。结果tax estimate里，这11000的loss和我的12000的年收入相冲，变成我收入为1000了。

我记得loss 只能rollover和CGT相抵的呀。怎么和income相抵消了。我是不是填错地方了？

谢谢

shuangchao

原帖由 psp8023 于 2010-9-6 23:54 发表
顺便问下，medical levy 是什么，每个人都要交么？我收入2W9, 也是按1.5交么？我去年12月拿到身份的。之前是国际学生
没有享受MEDICARE, 这样我交的有什么不同么？ ...

if you were international student before december, then you are not required to pay the medicare levy for half of the year. you will be required to pay for medicare levy for the period of which you are entitled to the levy.
i'd recommend you go get a medicare exemption certificate and prepare your tax return accordingly.

kaile

请教一下DAVID海外汇款的问题，  从国内借了亲戚的钱还房贷，一次是从国内汇款到澳大利亚帐户的，还有几次是用银行卡在澳大利亚的ATM上提取的国内的现金， 要什么样的证据才能证明这些钱是非工作收入了？

psp8023

帅哥,想再问一个问题.
女友是5月申请的ABN，给别人打工的，不是自己做生意，是老板要ABN才给这工作机会。

她一开始是申请了GST的，后来发现要搞什么BAS，于是在6月29日把ABN GST给取消了。

那么这段时间从5月16～6月29 这收入是自己工作一点点收入，难道还要交GST？？员工从来也没收过老板GST啊～～～

还有ATO 给她发信了，让她交BAS， 她都不懂什么是BAS，于是也没理。这个月9月了，按道理 8月底她应该交BAS, 这会有问题么？应该怎么办？

shiyue82cn

原帖由 shuangchao 于 2010-9-1 11:26 发表

1. yes you can still amend prior year returns
2. yes, you can claim decline in value for the bookshelve as part of your home office

thanks for your answer. can I ask another question?
Is the administration fees for the super deductable?
and how about the Death and TPD insurance premiums?

shiyue82cn

if the bookshelf is under $300, and was bought before 1st July 2009, how can I claim it?
And could  the Laundry fees $150 claimed for clothes without company logo and be wearing at work?

shuangchao

原帖由 kaile 于 2010-9-7 19:49 发表
请教一下DAVID海外汇款的问题，  从国内借了亲戚的钱还房贷，一次是从国内汇款到澳大利亚帐户的，还有几次是用银行卡在澳大利亚的ATM上提取的国内的现金， 要什么样的证据才能证明这些钱是非工作收入了？ ...

if the ato conducts an audit, you should provide evidence of oversea statement under your relatives name showing transfer/tt to your australian account. other money withdrawal must be supported by documents indicates they are withdrawals from funds you have before you become an australian tax resident, and not money you earn while you are an australian tax resident

sydney1

请问David,什么是reporting entity,在税务上有什么特点,谢谢啦

shuangchao

原帖由 psp8023 于 2010-9-7 21:56 发表
帅哥,想再问一个问题.
女友是5月申请的ABN，给别人打工的，不是自己做生意，是老板要ABN才给这工作机会。

她一开始是申请了GST的，后来发现要搞什么BAS，于是在6月29日把ABN GST给取消了。

那么这段时间从5月16～6月29 这收入 ...

if she is registered for GST for that particular period, she should charge her boss GST, if she has never issued an invoice charging GST, then she should cancel the GST from the very first day. if you are certain she has never charged her boss GST, ring the ATO and let them know of this, so they can cancel the BAS for you.

shuangchao

原帖由 shiyue82cn 于 2010-9-8 11:08 发表
if the bookshelf is under $300, and was bought before 1st July 2009, how can I claim it?
And could  the Laundry fees $150 claimed for clothes without company logo and be wearing at work?

$150 is not for regular clothing you wear at work, must be work specific, or protective.
unfortunately, you cannot claim expenses incurred in the prior financial year.
if the bookshelf is bought right before year end, but it is ready for use starting on 1st of july, then i believe you can still argue its claimable this year

libai0915

有个问题 我自己有份工作 但是和别人partnership 还有一个网上的生意，请问水电煤，home offices的开销应该在哪一栏申报？我看了D5项 other work-related expense, 但是上面说的是expense you incured as an employee, 但是我的生意 我不是employee 请问lz可否指点应该在哪里claim？

shuangchao

原帖由 sydney1 于 2010-9-8 12:42 发表
请问David,什么是reporting entity,在税务上有什么特点,谢谢啦

this is a big topic, can't really help you in few words
A reporting entity is an entity that's required to prepare general purpose financial reports to enable users to make informed decisions.
most tax laws applies to both reporting & non-reporting entities, except for in the case of reporting entity, we may encounter more complex issues such as transfer pricing, thin capitalisation, debt/equity etc etc, this would mean there are more tax issues to consider.

shuangchao

原帖由 libai0915 于 2010-9-8 22:43 发表
有个问题 我自己有份工作 但是和别人partnership 还有一个网上的生意，请问水电煤，home offices的开销应该在哪一栏申报？我看了D5项 other work-related expense, 但是上面说的是expense you incured as an employee, 但 ...

so you have one partnership, one sole trader and one employement income
in that case
it is possible to claim home office under all three assuming
1. you work at home for your sole trader - business claim under business section of e-tax
2. you work at home for your partnership - business claim under partnership return
3. you take work home to work on - claim under D5

cooly

在澳洲毕业后去年申请了PR，在今年初外国人买房政策松的时候贷款买了套新的自住房。

现在是过桥A签证，第1种情况是如果不想等PR了，回国发展房子就必须要卖掉，所以想请问没有PR的话卖掉房子要交什么税？
第2种情况，如果PR明年拿到了再把房子卖掉的话，那需要交哪些方面的税？

如果不够具体可以举个例子，房子买的时候是35K，如果40K卖掉。按照以上两种情况需要各自交多少税？
问题有点太细，希望你能多指教哦，非常感谢。

sydney1

David,我老婆从国内买了太手提电脑,有发票,电脑是用来工作的,可不可以deduct,不过发票是中文的,谢谢

accelerate

Hey David,
I got another question! If received payment from the Australian Sports Commission and Australian Government Sport Training Grant, should I incluede these payments as Income?

shuangchao

原帖由 cooly 于 2010-9-9 14:04 发表
在澳洲毕业后去年申请了PR，在今年初外国人买房政策松的时候贷款买了套新的自住房。

现在是过桥A签证，第1种情况是如果不想等PR了，回国发展房子就必须要卖掉，所以想请问没有PR的话卖掉房子要交什么税？
第2种情况，如果PR明年 ...

if this property is your principle resident, there will be no capital gain tax when you sell the property regardless of your residency status. this is assume you haven't rented out the property or used it in any other way to produce income.
even if you are on bridging visa, if you family is here, you work and live here for the last few years, undoubtly you are tax resident

accelerate

Hi,
Me again, always got questions!
bought a new rental property on 07/06/10,incurred leagal fees, insurance and interests on loan, but haven't rented it out for income purpose. Is it possible to claim those expenses as rental property loss?

many thanks!