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

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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!


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 .


#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:
On the rights side of the page is heaps of info on what you can claim etc.

Good luck

#14 clm1982

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.


Posted 05 August 2009 - 05:05 PM

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
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.

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