求在firm里工作的高人指教，新AO遇到的问题

洛水凝香

今天在做一个SMSF的tax return, 遇到问题一直没研究出来怎么解决，希望有高人指点一下。

比方说SF在这年有一个capital gain $3000 from investment in unit trust,但是又有一个capital loss $1000 from sales of shares.

往年Carry forward 的 loss 是$10000.

我填了今年的capital gain section (一个$3000，另一个-$1000).

在Loss schdule 里面把net capital gain 跟 往年的 loss 抵消，写了最后的 net figure8000.

另外我是不是还需要填tax schedule?因为这块一直出现error,还说跟loss schedule不match,在这里我需要填什么？不明白为什么新软件需要写这些，不会自己计算吗？我要是在这块写了今年的capital gain,capital loss,prior year carry forward loss, 然后怎么都有error，疯掉了都(paopaobing(19))

这样讲也不是很清楚，希望能在此得到点灵感吧。

vicki2011

帮顶

Brucehome

Return里要做一个CGT的loss schedule。AO不是有aduit 功能吗，有的话会提醒你哪一个item有错误。
今年loss多少，forward多少，逐个数字试一试，反正SMSF的buget充裕，你大把timesheet消费

steveking

Loss schedule不需要做，只有超过10万才提交该表格。
Capital Gain的你也不需要填，超过1万才需要。
你只需要在tax return里面把最后的结果出现就行。

第一，软件是直接算的。所以看看，你是不是软件用的地方不对。
第二，如果手动填写，只要添最终结果就可以了。

往年Carry forward 的 loss 是$10000，是不和capital gain混在一起的。但是我估计你这个是capital loss？

洛水凝香

谢谢版主，我举例的数字不对，其实carry forward loss 有23万，那就必须填loss schedule了，今年的capital gain不到一万，所以不填？我明天把这块清了看看还有没有error.

今年是net capital gain,我是在loss shedule 只添了net capital loss,然后又让填tax shedule,AO classic好像不用弄这块...

Brucehome

steveking 发表于 2013-8-13 21:48
Loss schedule不需要做，只有超过10万才提交该表格。
Capital Gain的你也不需要填，超过1万才需要。
你只需 ...

好像gain/loss都是1万。

没用过AO做过SMSF的return，但记忆中CGT有loss，AO（旧版）无论大小都强制填loss schedule的

steveking

Brucehome 发表于 2013-8-13 22:13
好像gain/loss都是1万。

没用过AO做过SMSF的return，但记忆中CGT有loss，AO（旧版）无论大小都强制填los ...

total tax losses and net capital losses carried forward to the
2013–14 income year greater than $100,000

steveking

洛水凝香 发表于 2013-8-13 22:11
谢谢版主，我举例的数字不对，其实carry forward loss 有23万，那就必须填loss schedule了，今年的capital  ...

AO没有用过，tax return里面是需要填写一次的

Section E, 14.

找个senior一眼就能看出来是哪里有问题了，不用自己研究太多时间。这样的问题，自己弄，很花时间的。除非你现在timesheet非常富余，可以学习一下。

洛水凝香

新版的AO特别麻烦，跟之前的classic大不同，也没有培训，都是在摸索阶段。

mileswu2000

CAPITAL GAINS TAX SCHEDULE
All SMSFs that have one or more CGT events happen during the income year must complete a Capital gains tax (CGT) schedule 2013 and attach it to the annual return if:
the total current year capital gains are greater than $10,000, or
the total current year capital losses are greater than $10,000.
The Guide to capital gains tax 2013 will help the SMSF meet its CGT obligations by outlining the essential steps involved in calculating its net capital gain for the income year. The guide also includes:
aspects of CGT law that may apply to the SMSF, for example, record‑keeping requirements
a capital gain or capital loss worksheet for calculating a capital gain or capital loss for each CGT event
a CGT summary worksheet for calculating the SMSF’s net capital gain or net capital loss for the income the CGT schedule.


LOSSES SCHEDULE
You use the Losses schedule 2013 to show detailed information on losses when required to do so. Transfer totals of the amounts at part A of the Losses schedule 2013 to section E of the annual return at U Tax losses carried forward to later income years and at V Net capital losses carried forward to later income years.
Complete and attach a Losses schedule 2013 if:
the total of the SMSF’s tax losses and net capital losses carried forward to the 2013–14 income year is greater than $100,000
a foreign loss component of tax losses deducted in 2012–13 or carried forward to later income years
the SMSF has an interest in a controlled foreign company (CFC) that has current year losses greater than $100,000
the SMSF has an interest in a CFC that has deducted or carried forward a loss to later income years greater than $100,000.

http://ato.gov.au/uploadedFiles/ ... 450NAT716062013.pdf

洛水凝香

mileswu2000 发表于 2013-8-14 09:16
CAPITAL GAINS TAX SCHEDULE
All SMSFs that have one or more CGT events happen during the income year  ...

非常感谢，这么详尽的说明。

今早去已经把问题解决了，新的AO是可以transfer数据到tax schedule 的，在输入capital gain的时候有个地方需要打勾。而且还需要另外单输一项prior year carry forward loss.