Work-related expenses: Common Problem Areas and Solutions


How to successfully navigate the ATO’s work-related expenses hit-list. 

The ATO says that individual taxpayers are paying up to $8.7 billion less in tax than they should be and that a large part of this “tax gap” is down to incorrect claims for work-related expenses. As part of a push to reduce that figure, the ATO is increasing its compliance focus on work-related expenses, with a particular focus on some of the most commonly misunderstood claims. 

This webinar will explain how to ensure clients claim what they are entitled to, and nothing more, by explaining how the rules apply to some of the most commonly claimed (or mis-claimed) deductions, including motor vehicle use, work-related travel, overtime meal claims, self-education, work-related clothing and laundry, home office expenses, mobile phone and internet claims. 

Topics covered will include: 
• What can be claimed – exploring the three golden rules to a successful deduction claim: 
o Nexus – the link to the income 
o Incurring the expense and being reimbursed 
o Substantiation – what is required and where are taxpayers currently failing? What more does your client or your practice need to do to keep the ATO happy? 
• “Standard” deductions – when do they apply to your clients, and when don’t they apply? 
• Receiving an allowance and the impact on deductibility 
• What does an exception from substantiation mean in practical terms? 
• Compliance markers – the common audit traps that can trigger an audit or review 
• How is the ATO driving taxpayer compliance by targeting tax agents? 

Webinar Learning Outcomes:
Participants will gain a better understanding of how the rules regarding work-related expenses claims apply, both in theory and when applied to common client situations, as well as how to ensure that client’s claims stand up to closer ATO scrutiny. As well as ensuring that the right amounts are claimed in tax returns, participants will be armed with the knowledge to advise clients correctly in the first place, reducing the risk of ATO compliance action.

Suited to:
Tax Agents and accountants who act for individual clients with work-related expenses claims.

Presenter Bio: 
Since 2015, Mark Chapman has been Director of Tax Communications with H&R Block Australia. He writes regularly on tax issues for numerous media outlets and presents on topical tax topics at seminars and other events. He broadcasts frequently on radio and television and writes a regular column for Money Magazine and Yahoo7 Finance.  As a tax practitioner in the UK, he occupied a number of senior positions before moving to Australia in 2007 to join the Australian Taxation Office (ATO) as a senior director. Mark is also the author of Life and Taxes: A Look At Life Through Tax published by Wolters Kluwer, CCH Australia.

Mark has over 25 year’s experience as a tax professional in both the UK and Australia, specialising in tax for small business and individuals. He is a fellow of the Institute of Chartered Accountants in England and Wales, a fellow of CPA Australia and a member of the Chartered Institute of Taxation. He holds a Masters of Taxation Law with the University of New South Wales.

You will be provided with: 
• PowerPoint Presentation slide deck 
• Any Supporting Documentation 
• Webinar Recording to view multiple times for up to 6 months 
• An opportunity to ask questions to the presenter

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.