Employee Work Related Deduction

Employee Work Related Deduction

EMPLOYEE WORK RELATED DEDUCTION is a simple program to use. A place to record all of your Work Related Deductions as you make them throughout the year. The reports total them by category and also provide a summary of all transactions for each category for a specified date range.


TIPS, HINTS & LINKS
Home takes you to https://www.taxrecord.com.au/home/


APPLICATIONS WORK RELATED DEDUCTION
– record any Work Related Deduction into one of the five headings and their relevant category:
Car Expenses
Travel Expenses
Uniform, Occupation specific & protective clothing
Self Education
Other Work Related Deductions

Complete the following:

  • Date
  • Payee who the expense was paid to. To add a regular payee use Manage Payees. The payee will be saved for future use
  • Details enter extra information in relation to the expense
  • Category – Drop down list for standard expenses. To add your own category click “Manage Categories”.
  • Amount $ price of expense
  • Work Percentage if the expense is not 100% used for work change the % to the work percentage
  • Save creates the expense item.

REPORTS
Generated – Shows reports generated. Data is as at generated date a new report must be generated to reflect any changes.

Car Expense Categories – enter start date, end date and choose a category.  This shows a detailed report for the selected category for that period.

Car Expenses All Categories – enter start date and end date and “generate report”. This shows a detailed report for all car expenses listed within each category. Click on View/Edit and you can edit and delete entries direct from this report.

Travel Expense Categories – enter start date, end dated and choose a category.  This shows a detailed report for the selected category for that period.

Travel Expenses All Categories – enter start date and end date and “generate report”.  This shows a detailed report for all travel expenses listed within each category. Click on View/Edit and you can edit and delete entries direct from this report.

Clothing Expense Categories – enter start date, end date and choose a category. This shows a detailed report for the selected category for that period.

Clothing Expenses All Categories – enter start date and end date and “generate report”.  This shows a detailed report for all clothing expenses listed within each category. Click on View/Edit and you can edit and delete entries direct from this report.

Education Expense Categories – enter start date, end date and choose a category. This shows a detailed report for the selected category for that period.

Education Expenses All Categories – enter start date and end date and “generate report”.  This shows a detailed report for all education expenses listed within each category. Click on View/Edit and you can edit and delete entries direct from this report.

Other Expense Categories – enter start date, end date and choose a category.  This shows a detailed report for the selected category for that period.

Other Expenses All Categories – enter start date and end date and “generate report”. This shows a detailed report for all education expenses listed within each category. Click on View/Edit and you can edit and delete entries direct from this report.

Summary – enter start date and end date and “generate report”. This shows a summary report for all expenses listed as a total for each category under each heading.

Detailed All – enter start date and end date and “generate report”. This shows a detailed report for all entries listed within each heading. Click on View/Edit and you can edit and delete entries direct from this report.

All Reports can be saved to your device or printed using the information on the screen.


USEFUL LINKS:

ATO claiming deductions:

https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/

ATO Occupation Specific:

https://www.ato.gov.au/individuals/income-and-deductions/deductions-you-can-claim/other-deductions/deductions-for-specific-industries-and-occupations/

ATO Car expenses:

https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Vehicle-and-travel-expenses/Car-expenses/

ATO Travel expenses:

https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Vehicle-and-travel-expenses/Other-travel-expenses/

https://www.ato.gov.au/individuals/income-and-deductions/deductions-you-can-claim/vehicle-and-travel-expenses/keeping-travel-expense-records/

ATO Clothing:

https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Clothing,-laundry-and-dry-cleaning-expenses/

ATO Self Education:

https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Self-education-expenses/

 

Disclaimer
The information included on these pages is of a general nature and should be used only as a guide.  Information may apply differently to different people in different circumstances. Taxation and related laws and practices can change frequently and without warning and caution must be exercised when relying on any information. Advice specific to an individual’s situation should be sought from a qualified and, where required by law, registered source.

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