Individual Tax Return

How is "Compulsory Higher Education Loan repayment (HELP)" calculates
Illustration:  A client ITR FY 2023 and she has HECS HELP DEBT $185478. However, her taxable income is 42392. Therefore, based on ATO she should not need t...
Thu, 14 Nov, 2024 at 1:25 PM
HECS and Help Repayment
Where to find HECS-HELP Repayment? HELP-HECS Debt HECS Repayment Calculation ITR: How is "Compulsory Higher Education Loan repayment (HELP)"...
Wed, 20 Nov, 2024 at 3:03 PM
Net Financial investment loss (Label IT5) Calculation
"Net Financial investment loss" calculation 20M1 Total dividend income or managed investment scheme income from foreign companies" + "2...
Thu, 14 Nov, 2024 at 1:15 PM
Under 18 Excepted Net Income / Adjustments under 18 in Individual Tax Return (ITR)
Income of minors is subject to special rules and they may pay tax on certain types of income at a higher rate.  Learn more from the ATO -  Your income if ...
Wed, 2 Oct, 2024 at 7:57 AM
ANZSIC Code (P2-Business): "Aged or Disabled Carer"
The ANZSIC Code  of "Aged or Disabled Carer" code under "Description of main business or professional activity"  does not exist. Please ...
Wed, 13 Nov, 2024 at 1:32 PM
Partial "Expense" share amount for Rental Property
Illustration. A client who owned a property jointly with husband for a period and she owned 100% after divorce settlement, but for entire period she had on...
Thu, 14 Nov, 2024 at 1:08 PM
Capital Gain for Sold Property
Illustration. Allocating expenses 50% to both owners of the property. Activate "Capital Gain" via Manage section Select "Income", a...
Thu, 14 Nov, 2024 at 1:05 PM
CMN.ATO.IITR.311085
Error: Total CGT Discount applied amount is incorrect Please turn-off “Utilise losses manually”  Via "Income" > "Capital Gain", o...
Thu, 14 Nov, 2024 at 12:57 PM
T2 Australian superannuation income stream
Activate "Tax Offset" via Managed sections The amount in ‘T2 Australian superannuation income stream’ should include the sum of tax offset...
Wed, 13 Nov, 2024 at 12:53 PM
HECS (Worldwide income)
Make sure to toggle "Australian Resident" as "NO" For worldwide income,  fill the NRFI section. Foreign income section is for foreign...
Wed, 20 Nov, 2024 at 3:05 PM