Jump to content

What was the total of your self education expenses on your tax return?


  • Please log in to reply
18 replies to this topic

#1 ~iMum~

Posted 02 August 2009 - 09:37 PM

Sorry to be a sticky beak. I am doing my tax and my self education expenses total $6799.80  blink.gif (No wonder I always feel broke!). I have broken it down as:

5 uni subjects.
Textbooks - $675
Stationary - $476 (lecture pads, pens, postage, printer ink)
Fees - $3250
Travel (home, uni, work - as per allowed trips) - 1170k @ 74c = $865.80
Child care - $741
External course (not uni) - $792

Total = $6799.80

Is this normal, or have I done something drastically wrong?

Edited by *yummymummy*, 02 August 2009 - 09:54 PM.


#2 Lees75

Posted 02 August 2009 - 09:56 PM

I could be totally wrong, but I don't think any of that stuff is claimable!  My understanding is that the self education expenses is for declaring education expenses to do with your current job. So, for example, if you are a doctor, you could claim going to an education session on swine flu!  But you can't claim training for a job that you don't yet have - i.e doing a uni course.

#3 pruehp

Posted 02 August 2009 - 10:06 PM

PP is right in that the education needs to be directly related to your CURRENT employment. That may be the case - I don't know what type of study you are doing, or what type of work either.

I think that claiming the childcare costs is a bit dubious though. Trips between uni and home are also likely not claimable, but depends on your situation.

I'd check with the ATO rather than risk being audited and having to pay back tax and interest.

Good luck!

Prue

Edited to add that your even if your education is related to your employment, it cannot be undertaken for the purpose of getting a promotion. Your situation raises red flags with me and I think will for the ATO also, because not many people are willing to spend close to $7,000 on education without the prospect of a promotion for their efforts.

Edited by pruehp, 02 August 2009 - 10:12 PM.


#4 ~iMum~

Posted 02 August 2009 - 10:14 PM

To clarify - my studies are deemed to be directly related to my current employment as per the ATO rules.

#5 pruehp

Posted 02 August 2009 - 10:16 PM

QUOTE (*yummymummy* @ 02/08/2009, 10:14 PM) <{POST_SNAPBACK}>
To clarify - my studies are deemed to be directly related to my current employment as per the ATO rules.


Well then, if you're confident - an almost $7,000 deduction - nice! original.gif

#6 ~iMum~

Posted 02 August 2009 - 10:31 PM

Like I said in my OP, no wonder I feel broke all the time, not to mention sleep deprived! biggrin.gif

#7 littlepickle

Posted 03 August 2009 - 01:04 PM

I usually attract at least a $2000 deduction per year for educational expenses directly linked to my current job. Whilst it is a pain to come up with the money at the time , it does make for a nice return. However I dont think that childcare would be considered a rebate - particularly if you get a % off plus 50% out of pocket expenses paid.

I always go through an accountant .

littlepickle

#8 **Kaz**

Posted 03 August 2009 - 03:52 PM

I only claimed as per follows...

Textbooks $386

#9 Corella Deville

Posted 03 August 2009 - 05:30 PM

Even if your education is directly related to your current job, I cannot see how childcare, travel to and from uni are deducible.

I have enormous deductions for work related courses, travel to and from uni is not always deductible, it is only deductible if you travel from work to uni then to home, and in that case the segment from work to uni is claimable.  childcare is definitely not claimable unless rules have changed considerably and recently.  

Generally in my understanding, course fees (but NOT HECS), books, stationary, tools are deductible, but I would seek official advice on the other stuff, the last thing you would want is an audit from the tax office, they also look at your profession and whether the amount you are claiming is on par with what they would expect for your line of work.

Just noticed that your travel is >1000kilometers, so I am quite sure that long distance travel for courses/conferences etc IS claimable!

Edited by teenie, 03 August 2009 - 05:32 PM.


#10 Julie3Girls

Posted 04 August 2009 - 11:08 AM

I really really doubt you can claim childcare. If you are studying, you would already be eligible for CCB (depending on income) and the 50% rebate (not means tested), so I really can't see you being able to claim AGAIN.

#11 mum@work

Posted 04 August 2009 - 05:22 PM

You can't claim childcare.  It can only be used to offset the $250 that you need to reduce your claim by(which you don't have to do, because you have items that are not in the category A group).  
The external course, if it is not run by a TAFE or uni, should be claimed in the 'other work related expenses' category.  I think it is D4.  Your tax return will be flagged, because of the high deductions, but as long as you have proof, and it is required for your work, then you'll be fine.  
Go to the ATO site.  It is very clear about what you can and cannot claim.

#12 ~iMum~

Posted 04 August 2009 - 07:41 PM

Thanks for shedding light on the childcare, mum@work. I was on hold to the ATO for ages today trying to get some advice. Guess I'd better take it out then.

#13 newishmum

Posted 04 August 2009 - 08:35 PM

I can tell you straight away that uni fees are not claimable.

As for the other stuff, refer to the ato website:
http://www.ato.gov.au/individuals/content....p;page=4&H4
On the rights side of the page is heaps of info on what you can claim etc.

Good luck

#14 maybeonemore

Posted 04 August 2009 - 08:45 PM

From your list i thought you could only claim the following

Textbooks - $675
Stationary - $476 (lecture pads, pens, postage, printer ink)

I didnt think that you can claim any fees, childcare or travel.



#15 75etd

Posted 04 August 2009 - 08:46 PM

Definately agree childcare exps are def not deductible.  And as someone else mentioned HECS/HELP fees for Uni are not deductible either.  If you are a full fee paying student it may be different, but I think full fees are much more than you are claiming.

A $7000 self education claim will likely be a lot higher than most other people's claims, and on that basis you may find yourself needing to provide some evidence of your claim - possibly not before your return is processed but at a later time.  If you have incorrectly claimed you may find yourself paying interest and penalties.  Worth spending the time and or money to get it right.  Just my thoughts though....

#16 ~iMum~

Posted 05 August 2009 - 04:58 PM

I am a full fee paying student i.e. I do not access HECS/HELP, I pay for each subject up front by the census date at approx $650/subject.

#17 TARLI

Posted 05 August 2009 - 05:05 PM

QUOTE
I can tell you straight away that uni fees are not claimable.


Uni Fees are claimable..But on ly for example..if you are a nurse who is studying midwifery etc.

THe uni fees can be claimed if your study is directly related and will better you at the work you are currenlty paying tax on..Believe me...I have claimed them and have been audited by the tax office and passed the audit. Also i never payed my fees upfront i deferred them to fee help and pay them off the same was a a hecs debt.

OP all your deductions are legitimate deductions except for the child care fees...again.. i claimed everything you have (except child care fees)  and was audited for the period that i claimed these and uni fees and passed the audit

Edited by TARLI, 05 August 2009 - 05:22 PM.


#18 Jaffacakes

Posted 05 August 2009 - 09:24 PM

My deduction is in the same ballpark as yours OP.This is due to my course fees (I have done a lot of units over the past year and my subjects are about $1600 a pop).

Here is a list of what you can claim (from ATO site)

Expenses you can claim
Provided there is sufficient connection between your course and employment at the time you incurred the expense, the following self-education expenses are allowable tax deductions:

tuition fees, including fees payable under FEE-HELP (this does not include expenses paid under HECS-HELP)
FEE-HELP is a loan for eligible fee-paying students enrolled at an eligible higher education provider or Open Universities of Australia
self-education expenses paid with your OS-HELP loan
OS-HELP is a loan which helps students meet airfares, accommodation and other travel expenses while undertaking some of their study overseas
textbooks, professional and trade journals
stationery
photocopying
computer expenses
student union fees
accommodation and meals, only when participating in your course requires you be away from home for one or more nights
running expenses if you have a room set aside for work-related study purposes – such as the cost of heating/cooling and lighting that room while you are studying in it
allowable travel expenses.


#19 **Katie**

Posted 14 August 2009 - 02:17 PM

I claimed $15K in self education expenses

...didn't even bother looking into text books, travel, pens etc because a) I didn't keep receipts and b) I had no more income to count it against...

My courses were directly related to my employment and they were post grad (therefore FEE-HELP which is deductable rather than HECS-HELP which is not)

P.S. I am pretty sure looking for promotion within current employment qualifies self education as relevant, although looking for new better job elsewhere does not.




0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users

 

Exclusive Black Friday Sale!

Get over 40% off selected products, including prams, baby carriers, cloth nappies, sleeping bags and much more! 24 hours only, on May 6 - register now for your special code.

Kelly Clarkson shares first photos of son

Kelly Clarkson has shown off the first photos of her son, Remington Alexander Blackstock.

5 childbirth myths that need to be busted

Birth is an unpredictable, mysterious process that intrigues us all, and there is a lot of misinformation out there.

Mum of three fatally shot by toddler while driving

A US mother has been shot by her toddler while driving on a highway in Wisconsin.

All you need is one minute to work out

The seven-minute-work out is old news. Research shows the effectiveness of going hell-for-leather for just one minute.

Pregnant women needed to join diabetes study

Pregnant woman in country Australia will help Adelaide researchers figure out why cases of type 1 diabetes have doubled over the past two decades.

Just announced: the Mountain Buggy Unirider

It's the perfect solution to combat those toddler meltdowns when they no longer want to be in a pram but can't walk long distances.

Authorities euthanise dog that fatally bit a newborn baby

A pit bull mix that fatally bit a 3-day-old infant last week has been euthanised, authorities said.

The push for Medicare to fund lactation consultants

While meeting with a lactation consultant can make an enormous difference to a new mother, it's not a service that is available through the public health system.

Why it's perfectly natural to dislike other people's children

Members of a popular forum are fiercely debating whether it is acceptable to dislike a friend's child.

Woman gives birth on plane, names baby after airline

A pregnant woman who unexpectedly gave birth on a flight has named her new baby after the airline, Jetstar.

Heartwarming photos show the joy of adoption after foster care

Children living in foster care can feel like their future is less than clear. But that uncertainty disappears the day they are adopted by their "forever family" 

'Oh my god, it's a baby!' Mum shocked to give birth

When the cramps started to kick in, Klara Dollan just assumed a painful period was starting.

Mum's Facebook plea: 'Help me find my daughter's father'

Kerryn has a unusual present planned for daughter Imi's 13th birthday celebrations - she hopes to be able to be able to give the soon-to-be the teenager her first ever photo of her dad.

Is it possible for your house to be too clean?

Our houses are cleaner than ever before. But how clean is too clean? Could a sterile home be putting your family's health at risk?

Millions of Monkeys: puzzles that grow with your toddler

Here's a puzzle that grows with them; the Puzzle Grow Pack by Millions of Monkeys.

Baby names from Britpop

If you grew up in the 90s you might want to look to the genre of Britpop music for baby name inspiration.

What to eat and drink when you have gastro

When you catch a bug that causes acute infectious gastroenteritis (gastro), your stomach and intestinal tract become inflamed, causing diarrhoea, nausea, vomiting, abdominal cramping and pain. The last thing you probably feel like doing is eating.

'To this day, I owe her my life'

Would I have survived if I hadn't crossed that street?

Why baby Sonny needs you to vaccinate your children

Caitlin is a firm believer in the importance of immunisation to protect children from harmful and deadly diseases.

Five-year-old's photo captures beauty of motherhood

There is no make-up or special outfits and hairdos, but the five-year-old boy who took this picture captured the essence of motherhood as well as any professional photographer.

Babies know whether you are naughty or nice

Studies have shown that infants in the first months of life try to avoid dealing with social wrongdoers - for example, sharing less with them and helping them less - and they expect others to, too.

 
Advertisement
 

Top 5 Articles

Advertisement
 
 
 

What's hot on EB

The babies who are one in 70 million

Bethani Webb was excited to find out she was pregnant, but the first time mum did not realise she was carrying four babies not one.

Exclusive Black Friday Sale!

Get over 40% off selected products, including prams, baby carriers, cloth nappies, sleeping bags and much more! 24 hours only, on May 6 - register now for your special code.

Cafe offers breastfeeding mums a free cup of tea

A Sydney cafe is offering breastfeeding mums free cups of tea in a bid to show support for the right of women to nurse their babies wherever they choose.

To snip or not to snip? When the decision is not clear cut

Jamie Oliver, who considered a vasectomy, is to be a father again. A fellow dad reflects on his own decision 11 years ago

Doctors stunned by rare twins born almost six weeks apart

To everyone's surprise, Kristen Miller "kept doing better each day", keeping her second baby safe.

Baby book ideas for modern parents

Before my son was born I was given a lovely baby book full of blank pages waiting to be filled with weights and heights and first words.

The adorable smile of a baby seeing his mum clearly for the first time

There is no doubt seeing their child smile for the first time is an unforgettable moment for parents everywhere.

Mum tells how toddler 'nearly hung himself' in cot mishap

When Alison Johnson put her 18-month-old Caleb down for a nap, she had no reason to believe her son was in any danger.

Babies are still switched at birth? Yes, it can happen

All my panic and tears aside, my biggest question looking back is about the kind of security measures used in the maternity ward.

Doctors slammed for taking selfie with newborn

Everyone who visits a mum in hospital in the days following childbirth wants to get a photo with the new baby.

ergoPouch Twosie Sleepsuit for winter breastfeeding

Finally, there's a way to keep warm while breastfeeding through winter.

Health check: How long does sex 'normally' last?

What to do with this information? My advice would be to try not to think about it during the throes of passion.

When breastfeeding sucks: fixing common problems

From niplash to tight boobs, biting to milk supply issues, Pinky McKay looks at common breastfeeding issues and how to solve them.

10 things I've learnt in my first six months with twins

Six months on we're all still alive, and the more we get to know each other the easier the days become.

Mum's loving kiss leaves baby fighting for life

Kirsty Carrington thought nothing of giving her newborn son a kiss, little did she know it would leave the baby fighting for life.

When doing chores is your new 'me time'

After children, 'me time' looks a little different.

Get going: 14 travel strollers for families on the move

A stroller can make or break travelling with a baby or toddler. Here are 15 great single travel stroller options.

10 ways toddlers are terrific

It always pays to remind yourself of how terrific toddlers can be - they're little like this for such a short time

 

ENTER NOW

Do your kids love bananas?

This is the comp for you! We have $800 worth of Myer gift cards and boxes of Australian Bananas to be won. Entry is simple: just post a pic of your little one enjoying a banana in the comments of the FB post to enter.

 
Advertisement
 
 
Essential Baby and Essential Kids is the place to find parenting information and parenting support relating to conception, pregnancy, birth, babies, toddlers, kids, maternity, family budgeting, family travel, nutrition and wellbeing, family entertainment, kids entertainment, tips for the family home, child-friendly recipes and parenting. Try our pregnancy due date calculator to determine your due date, or our ovulation calculator to predict ovulation and your fertile period. Our pregnancy week by week guide shows your baby's stages of development. Access our very active mum's discussion groups in the Essential Baby forums or the Essential Kids forums to talk to mums about conception, pregnancy, birth, babies, toddlers, kids and parenting lifestyle. Essential Baby also offers a baby names database of more than 22,000 baby names, popular baby names, boys' names, girls' names and baby names advice in our baby names forum. Essential Kids features a range of free printable worksheets for kids from preschool years through to primary school years. For the latest baby clothes, maternity clothes, maternity accessories, toddler products, kids toys and kids clothing, breastfeeding and other parenting resources, check out Essential Baby and Essential Kids.