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

shuangchao

原帖由 酷酷奇 于 2009-8-1 11:24 发表
DAVID请教你一个问题。
现在在看一个咖啡店。店主提供的P&L 我有点小迷茫。
JAN 2009
(1) SALES(INC GST) =31959
(2) GST AMOUNT= 2915.41
(3) NET SALES  =(1)-(2)= 29044.14

为什么在算NET SALE的时候要把 ...

because the GST component you have to pay to the ATO, therefore the sales on the P&L should be GST exclusive.

酷酷奇

原帖由 shuangchao 于 2009-8-1 14:05 发表


because the GST component you have to pay to the ATO, therefore the sales on the P&L should be GST exclusive.

谢谢

shuangchao

顶一个

freebird

请教一下，如果有PSI的收入可不可以claim extrepreneurs' tax offset
PS：PSI不是labour-hire的那种

shuangchao

原帖由 freebird 于 2009-8-18 22:26 发表
请教一下，如果有PSI的收入可不可以claim extrepreneurs' tax offset
PS：PSI不是labour-hire的那种

excellent questions, most people don't even consider the psi issue, let alone the eligibility of eto.
To be eligible to claim the entrepreneurs' tax offset, an individual who receives PSI must be qualified for SBE (or old STS)

Individuals who receive PSI directly (as opposed to receiving PSI indirectly through a partnership, trust or company) are not automatically eligible to enter the SBE and claim the offset.

This is actually an complex area, there are many tax rulings on it.

北风

真是专业的回答阿，要加分

原帖由 shuangchao 于 19/8/2009 05:45 发表


excellent questions, most people don't even consider the psi issue, let alone the eligibility of eto.
To be eligible to claim the entrepreneurs' tax offset, an individual who receives PSI must be ...

Hai

请问LZ ，如果工资里有TRAVEL与WORK SITE的话，我需要准备哪些单据？还有想找你报税，怎么联系你？我住在东南区的

angelashu

Hi David,

I was wondering what the difference between the lodgement as individual by a couple and the lodgement as family. As per my past experience, there is no difference as both of us are full time workers. From your professional view, how we lodge our tax so that we can get a better result?

Thanks in advance.

angelashu

原帖由 shuangchao 于 2009-6-18 19:48 发表


you husband can still claim education tax refund even if he is not required to lodge tax return. he needs to lodge a education tax refund form.
computer related equipments such as flash disk, int ...

The ecducation tas refund is only available for the family who has kid in primary or secondary school, it is not including the kid in Kinder. Could you please clarify that as I'd like to claim but my son is in kinder in 08-09 financial year.

shuangchao

原帖由 angelashu 于 2009-8-24 10:29 发表
Hi David,

I was wondering what the difference between the lodgement as individual by a couple and the lodgement as family. As per my past experience, there is no difference as both of us are full t ...

There is no such thing as a family tax return, as you said, you two have to lodge one tax return for each, spouse details need to be discloses in each return if you two are married.

shuangchao

原帖由 angelashu 于 2009-8-24 10:44 发表


The ecducation tas refund is only available for the family who has kid in primary or secondary school, it is not including the kid in Kinder. Could you please clarify that as I'd like to claim but ...

its only for child undertaking primary or secondary studies

angelashu

原帖由 shuangchao 于 2009-8-24 12:04 发表


There is no such thing as a family tax return, as you said, you two have to lodge one tax return for each, spouse details need to be discloses in each return if you two are married.

Thanks.

aprilpoon

请教一个在家办公的问题：

我用ATO网上的计算器计出可以claim高达三千多的在家办公的费用，其中一大部分是租金。可是tax pack里明明写着一般情况下租金不能退税。这是怎么回事呢？应该按计算器算出的结果还是自觉减除租金？

万分感谢！

shuangchao

原帖由 aprilpoon 于 2009-8-24 16:28 发表
请教一个在家办公的问题：

我用ATO网上的计算器计出可以claim高达三千多的在家办公的费用，其中一大部分是租金。可是tax pack里明明写着一般情况下租金不能退税。这是怎么回事呢？应该按计算器算出的结果还是自觉 ...

Don't rely on the ATO calculators for everything, like all things, the calculators take the assumptions that you have a understanding of the underlying tax law/rulings.
There are strict requirement when it comes to claiming occupancy costs. if you are a full time employee who works in a office, and you have a home office for when you come home to do a few hours of extra work a week. then no. rent can not be included in there.

aprilpoon

原帖由 shuangchao 于 2009-8-24 16:46 发表


Don't rely on the ATO calculators for everything, like all things, the calculators take the assumptions that you have a understanding of the underlying tax law/rulings.
There are strict requireme ...

谢谢您这么快回复！我的确是在家办公的 - 公司没有办公室，大家都在家办公，不过每周工作三天。这样的话我可以claim部分租金吗？

另外关于办公家具depreciation退税的问题，我怎么知道这些家具在过去一年decline了多少价值呢？E-TAX有depreciation的work sheet,但是有好几项都不知道怎么填，例如家具的effective life in years，是多少呢？

[ 本帖最后由 aprilpoon 于 2009-8-24 18:23 编辑 ]

shuangchao

原帖由 aprilpoon 于 2009-8-24 17:53 发表


谢谢您这么快回复！我的确是在家办公的 - 公司没有办公室，大家都在家办公，不过每周工作三天。这样的话我可以claim部分租金吗？

另外关于办公家具depreciation退税的问题，我怎么知道这些家具在过去一年decl ...

you home must be a place of BUSINESS for you (no PSI) to claim the rental expenses, you most likely do not qualify for this. In terms of the depreciation rates, different rates apply to different type of furnitures (chair, shelve, metal/wood etc), you can find the depreciation guide on the ato website or alternatively consult with your local professional

zzgirl

Thank you David.  
Reasonable price for valuable professional advise!

melbourneONE

I have a question. If I have a house with a big back yard, after living there for half year, do I need to pay CGT if I subdivide the backyard and sell it? Thanks.

shuangchao

原帖由 melbourneONE 于 2009-9-1 17:38 发表
I have a question. If I have a house with a big back yard, after living there for half year, do I need to pay CGT if I subdivide the backyard and sell it? Thanks.

well first of all, i assume you subdivide the land, build a house and then sold them together, i also assume that you bought and subdivided after 20/09/1985. then the answer will be yes.

melbourneONE

Thanks. For example, if the cost of the land is 10w, the cost of building a house is 10w, and sold at 30w. So, the profit is 10w. Then, the CGT will be based on the profit 10w or 50% of the profit?

shuangchao

原帖由 melbourneONE 于 2009-9-2 11:25 发表
Thanks. For example, if the cost of the land is 10w, the cost of building a house is 10w, and sold at 30w. So, the profit is 10w. Then, the CGT will be based on the profit 10w or 50% of the profit?

it is actually not that simple when it comes to property development, e.g. cgt will be based on 10w if you are a property developer, and your land & building is considered trading stock. if you are classified as investor, you will be eligible for the 50% concession if you hold the asset for more than 12 months.

patti

HI, I have a question about the investment loan.
If someone withdrewed some money for personal use in the middle of a year, how much interest can be claimed at the end of that finacial year? many thanks.

[ 本帖最后由 patti 于 2009-9-8 20:12 编辑 ]

闲人啊

Hi David:

请教一个问题; 如果当时买自住房， 装修花了5W,自住半年或一年后转投资房, 出租也好,出售也吧, 花掉的装修费 5W 该怎样计算我当年的年收入的得失? 出租怎么计算? 出售又怎么计算呢? 是否需要保留买装修的所有材料收据.(收据上没有本人的名字,只有日期和材料名称, 可以吗).
人工方面找了私人小包工头,给的是CASH,费用相对便宜，但是没有收据, 怎么办?

shuangchao

原帖由 闲人啊 于 2009-9-8 23:07 发表
Hi David:

请教一个问题; 如果当时买自住房， 装修花了5W,自住半年或一年后转投资房, 出租也好,出售也吧, 花掉的装修费 5W 该怎样计算我当年的年收入的得失? 出租怎么计算? 出售又怎么计算呢? 是否需要保留买装修 ...

if you made cash payments and have not gotten an receipt, there is nothing you can use to substantiate your claim. i am afraid those expenses are lost. in terms of your investment properties, if it is relatively new, it is often worthwhile to do an quantity surveyor report for the purpose of claiming depreciation on the building/fixtures

zhangying

Hi, David. got a question here,
my annual salary is ~90K before tax, my husband is planning to buy a taxi plate and a car and start his own business.
we are wondering if there are any tricks to run this business to minimize the tax, for example, if it is a good idea to have the taxi plate or the car under my name, and etc,
Any advice is greatlly appreciated.

shuangchao

there are a number of ways of minimizing the tax, unfortuantely if your gross wages is already 90k, you may not be able to help him much by having the plate under your name. there are other ways to structure this to achieve both tax minimization and asset protection purposes, however, i'll need to know abit more about your family details. you may ring or msg me to discuss further.

zhangying

非常感谢您的耐心解答(monkey16)

太有才了

楼主真是热心啊, 有几个问题想请教LZ:

我是公司的FULL TIME EMPLOYEE, 有正式的合同,养老金和各种假期.

公司现在想给我更多的工作,谈好是按项目数目来支付,每个项目XXXX元. 当然肯定是我下班以后或者周末做.这种项目不是每个月都能保证,有时候每月有一个，有时候2,3个，有时候一个月什么都没有, 取决于公司的客户需要. 公司把这个额外的报酬直接打到我的银行帐户(类似于给我支付工资一样). 所以年终做TAX肯定是全部收入加总,问题来了:

1. 我如果注册一个ABN,公司把做项目的支付打入这个ABN,  是否有任何的好处. 或者坏处?
2.是否有限制说:同一个公司不能同时支付给我正常的薪水,然后做项目的报酬又打到我的ABN上?
3. 项目只能是我下班后的时间, 是否能CLAIM HOME OFFICE的TAX DEDUCION? 我目前住自己的房子? 怎么分配我的扣税项目? 房租和各种BILLS?

等待LZ和各位有经验的TX们解答.

shuangchao

原帖由 太有才了 于 2009-9-15 19:26 发表
楼主真是热心啊, 有几个问题想请教LZ:

我是公司的FULL TIME EMPLOYEE, 有正式的合同,养老金和各种假期.

公司现在想给我更多的工作,谈好是按项目数目来支付,每个项目XXXX元. 当然肯定是我下班以后或者周末做.这 ...

1. There will be some tax advantages if you structure it correctly
2. no there is no such restriction
3. Yes, you may, however, if you wish to claim occupancy costs (i.e rent), we have to look at your nature of the work/business more closely.
I suggest you speak to me or your accountant more about this project, or alternatively, research more on PSI issues  (in particular, results test)

didichan

请问专家,我朋友的自住房有二间房,出租了其中一间房给别人. 这间自住房的贷款利息可以有一半用来抵扣租金收入吗? Thanks!