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Most helpful response
26 July 2019 02:48 PM - edited 26 July 2019 02:58 PM
Replies 2
@Anonymous @Chelle77
Looks about right.
He is not eligible to claim the beneficiary tax offset or seniors and pensioners tax offset.
His income exceeded the upper threshold for 'E' of $41,790.
Assuming no deductions at all, a $2,187 tax payable.
I even checked using the Calc on ATO.
@Anonymous
Some of us have to work sometimes...
25 July 2019 12:26 PM - edited 25 July 2019 04:41 PM
Replies 4
Hi @Chelle77
The ATO systems automicially caculate SAPTO eligibilty from the information provided in ones income tax return, and the only reason I can think of that may have led to no offest was that your father may not have completed his return correctly by accidently leaving out your mum as his spouse.
So my suggestion is for you or your father to have a look at the income tax return they lodged and see if they have included your mum as their spouse (along with income earnt). If your dad has left out your mum as a spouse this would then explain why he has not received SAPTO, simply because the ATO systems would have treated him as single person without a spouse and his taxable income is above the maximum amount that would attract the offest.
If they have left out their spouses information all they need to do is lodge an amended income tax return which they can do online. The ATO systems should then pick up that he does have a spouse and then he would be eligible for SAPTO as his taxable income would be well under the maximum amount for couples.
Let us know how you go with this ..
on 25 July 2019 10:46 PM
Replies 0
25 July 2019 11:03 PM - edited 25 July 2019 11:19 PM
Replies 1
Hi @Chelle77
As you can see I have asked @macfanboy for his expert advice ...
In the meantime it may be helpfull if you go through all the steps that you must follow when completeing an income tax return if you want to get SAPTO. You may not have completed some steps so please go through each step carefully.
In particular have a look at Step 4 = You must read Income tests 2019 and complete all income tests items.
One of the important steps which you may have missed is the " Income Test " labels, which are required to be filled in even if the amount is " 0 " . If they do not apply you must write " 0 " otherwise the ATO systems may not work out the SAPTO.
The income test labels in the return are as follows:
IT1 = Reportable Fringe Benefits Amounts
IT2 = Reportable Employer Super Contributions
IT3 = Tax Free Government Pension
IT4 = Target Foreign Income
IT5 = Net Financial Investment Loss
IT6 = Net Rental Property Loss
IT7 = Child Support you paid
IT8 = Number of dependant children
As stated before if you have missed a step and accidently left something out you will have to amend the return
let us all know how you get on with this
25 July 2019 12:26 PM - edited 26 July 2019 12:49 PM
Replies 4
@macfanboy wake up ...
@Anonymous
zzzzzzzzzzzzz
Awake now
Most helpful response
26 July 2019 02:48 PM - edited 26 July 2019 02:58 PM
Replies 2
@Anonymous @Chelle77
Looks about right.
He is not eligible to claim the beneficiary tax offset or seniors and pensioners tax offset.
His income exceeded the upper threshold for 'E' of $41,790.
Assuming no deductions at all, a $2,187 tax payable.
I even checked using the Calc on ATO.
@Anonymous
Some of us have to work sometimes...
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