退税求助：除了$0.80的work from home,之前的$300 deduction不用发票还能claim吗？

vwsyau

求助各位大神：除了$0.80的work from home之外,之前的$300不用发票的deduction还能claim吗？

3月23号开始到6月底：

work from home的算法是不是：$0.80 X 每周37.50小时 X 14周 = $420

felix100

不懂帮顶

melmonash

谢谢提醒，我算成每天0.8刀了

ysdxrz

关注

xmuhh

也正准备自己上报，不知道怎么claim。。

movludi

Rules for written evidence to substantiate deductions

Your client must have written evidence to prove their claims if the total claims exceed $300. The records must prove the total amount, not just the amount over $300.

The $300 limit doesn't apply to claims for car expenses, meal allowance, award transport payments allowance, or travel allowance expenses. There are special written evidence rules for substantiating these types of expenses.

WFH deduction 是要算在300里的。计算方法没有问题。

leaf2019

WFH标准的是0.8一小时，超过的话需要maintain log，原来的300刀claim还有，超300刀需要提交发票，不超的要备用，以防ATO查

pascal

感谢分享

junejunyan

leaf2019 发表于 2020-8-17 14:24
WFH标准的是0.8一小时，超过的话需要maintain log，原来的300刀claim还有，超300刀需要提交发票，不超的要 ...

do we have to provide a Working from home expense records with the way 80c calculation?
what normal Working from home expense records look like, any examples?

Thanks a lot

haohaohao

movludi 发表于 2020-8-17 13:45
Rules for written evidence to substantiate deductions

Your client must have written evidence to pro ...

你的这个英文描述并没有说$300包括在WFH中。你的意思是楼主报了$420WFH，就不能再加个$300或者可以报成420十300=$720 ？？

movludi

Your client must have written evidence to prove their claims if the total claims exceed $300. The records must prove the total amount, not just the amount over $300.

如果总的work related expense 超过$300，就需要substantiate所有claims, 不只是超出300的部分。举个例子，楼主如果要报420 WFH加 $300 (放在D5其他里)，就需要substantiate WFH，比如提供工作时间的diary，同时300也要提供written evidence，如tax invoice/receipt。如果没有其他purchase receipt，就只能放WFH，因为已经将total claim$300 limit用掉了.

dpblue

movludi 发表于 2020-8-18 23:17
Your client must have written evidence to prove their claims if the total claims exceed $300. The re ...

所以本帖标题的答案是：否

对吗？

leaf2019

junejunyan 发表于 2020-8-18 18:20
do we have to provide a Working from home expense records with the way 80c calculation?
what norma ...

ATO上面只说超过0.80一小时要maintain log

haohaohao

movludi 发表于 2020-8-18 23:17
Your client must have written evidence to prove their claims if the total claims exceed $300. The re ...

"如果总的work related expense 超过$300"---------你说的这个work related expense 包括WFH？所以如果楼主按8毛算他的WFH为420刀，这也要提供详细证据发票？

根据AT0的说明，WFH的8毛算法已包含电上网手机家具等所有费用，所以另外再加个300似乎找不到其它理由。除非工具工作服等，但这以都是工厂工作的费用，与WFH无关。

summerberry

关注

movludi

haohaohao 发表于 2020-8-19 08:55
"如果总的work related expense 超过$300"---------你说的这个work related expense 包括WFH？所以如果楼 ...

WFH是total work related expenses的一部分, 是填在tax return lable D5 (other work related expenses)里。你看一下有多少lable是有work的名字的，他们都是total WRE的一部分。
楼主的WFH的420刀，是不要提供发票的。substantiation有很多种方法，不是说一定要发票，提供diary记录每天工作时间也是一种substantiation。

Shortcut 方法是从疫情开始1/3/2020适用的，如你所说已包含电上网手机家具等所有费用，单是1/3/20之前，可以用fixed rate method(0.52 cent). fixed rate method 只是cover

the decline in value of home office furniture and furnishings – for example, a desk
electricity and gas for heating, cooling and lighting
the cost of repairs to your home office equipment, furniture and furnishings.

用fixed rate，同时还可以claim
phone expenses
internet expenses
computer consumables and stationery – such as ink
decline in value of equipment – such as phones, computers and laptops.

回到楼主例子，由于total WRE超过300。这些支出就需要written evidence，证据发票。在1/3/20前发生的，有发票 就可以claim。

说实话，shortcut method，最省事，但不一定能给与最大的的deductions. 如果有实际其他支出，fixed rate可以claim更多，如果自己有时间，还可以用actual cost method，也许claim最多。

我就不展开了。有兴趣 看看下面连接自己研究吧。

https://www.ato.gov.au/individua ... me-office-expenses/

movludi

dpblue 发表于 2020-8-19 01:53
所以本帖标题的答案是：否

对吗？

是。如果WFH用掉了300。就不能 再额外拍脑门放个300进去了。

junejunyan

leaf2019 发表于 2020-8-19 08:42
ATO上面只说超过0.80一小时要maintain log

in my situation is that I almost work from home one day per week before covid-19, and since march, working from home all days .. in previous years, I didn't bother to make a claim about this in tax return, now since working from home always, so I thought I probably will claim working from home since March + one day a week prior to it in this year tax return... I noticed that people mention about work log etc... I am not sure what it should look like, that's why I am wondering if your guys know any template I can check how to fill it in etc...
many thanks.

leaf2019

junejunyan 发表于 2020-8-19 11:36
in my situation is that I almost work from home one day per week before covid-19, and since march, ...

我是一周两天上报的，就在mygov账户上照程序一栏一栏填细节就可以了，已经收到退税了,

lzb1016

movludi 发表于 2020-8-19 10:27
WFH是total work related expenses的一部分, 是填在tax return lable D5 (other work related expenses) ...

谢谢~ mark一下

junejunyan

leaf2019 发表于 2020-8-19 10:38
我是一周两天上报的，就在mygov账户上照程序一栏一栏填细节就可以了，已经收到退税了,  ...

ok, I see.. need to fill one by one per week?

leaf2019

junejunyan 发表于 2020-8-19 12:59
ok, I see.. need to fill one by one per week?

只写了一个总账。你自己先算好，在deduction里面有一个general，wfh在那里填写

haohaohao

movludi 发表于 2020-8-19 10:31
是。如果WFH用掉了300。就不能 再额外拍脑门放个300进去了。

政府文件上好像也没有说不行。理论上说3月1日之后按8毛算折扣。然后你再放个200刀，可以争辩说这是3月1日之前9个月的工作有关花费。