Show download pdf controls
  • Tax Time Toolkit – Education

    This Tax Time Toolkit for the education industry contains practical and tailored information to help those in the education industry understand what they can and can’t claim in their tax return.

    You can download a copy in portable document format, see Tax Time Toolkit – Education (PDF, 899kB)This link will download a file.

    We encourage you to share this information with your staff, clients, members and networks.

    You’ll find tips and guides as well as ‘ready to use’ messages you can adapt for your own communication channels.

     In this guide:

    Occupation guides

    Helpful occupation guides and information for tax time:

    Common claims

    Common deductions those in the education industry claim:

    Ready-to-use Tax Time messages

    Below are a range of messages you can use (or adapt) for your own communication channels, such as websites, intranets, newsletters and social media platforms.

    Example: article suggestion

    Headline: Get an A+ on your tax claims

    Tax time is just around the corner so make sure you’re aware of what you can and can’t claim as an education professional.

    If you worked from home, you may be able to claim a deduction for the additional running expenses you incurred. It’s important to note that not all expenses are deductible.

    Do your homework when it comes to claiming your working from home expenses and follow these simple tips:

    • There are three methods to calculate your working from home expenses. The method you use will depend on your circumstances (you must meet the recording keeping requirements and criteria to use each method). The methods available are:
      • Shortcut method – an all-inclusive rate of 80 cents per work hour, available for use between 1 March to 30 June 2020 in the 2019–20 income year and 1 July 2020 to 30 June 2021 in the 2021–21 income year.
      • Fixed rate method – 52 cents per work hour (instead of recording all your actual expenses for heating, cooling, lighting, cleaning and the depreciation of your furniture). You need to separately work out your phone and internet, computer consumables, stationery and computer depreciation expenses.
      • Actual cost method – the actual work-related portion of all your running expenses, which you need to calculate on a reasonable basis.
       
    • If you use the shortcut method it is all-inclusive, you can’t claim any other working from home expenses, including depreciation of office furniture and equipment. You don’t need a dedicated work area to use this method, however you must keep a record of the number of hours you worked from home.
    • If you use the fixed rate method, you’ll need a dedicated work area and a diary of a four week period that represents your pattern of home office use over the income year or actual hours you spent working at home.
    • You can’t claim occupancy expenses for your home like rent, mortgage interest, property insurance, water, rates or land taxes.
    • You can claim a deduction for phone, data and internet costs for the work-related use of your own phone or electronic devices. If you claim more than $50, you need to keep records to show your work use. For example, an itemised bill where you can identify your work-related calls and data use.
    • Remember you can’t claim a deduction if your employer has paid for or reimbursed you for your home office expenses.

    For more information, read the ATO ‘s guide on what teachers and education professionals can claim at ato.gov.au/teacher21

    End of example

    Suggested social media posts for Facebook, Twitter and LinkedIn profiles

    Example: social media

    Calling all teachers! Learn what you can (and can’t) claim this tax time.

    • You can claim a deduction for the work-related portion of excursion, school trips and camp costs.
    • You can’t claim the cost of gifts you buy for your students or for their personal expenses (e.g. their lunch, excursion fees or school books).
    • You can claim self-education expenses if the course relates directly to your current job.
    • You can’t claim a deduction if your study is only related in a general way to your current job, or enables you to get or change employment.
    • You can claim a deduction for teaching aids used for work. Remember if the aid you buy is used for both work and private purposes you can only claim the portion used for work.

    Want to learn more? Check out the ATO’s top tips on what teachers and education professionals can and can’t claim at ato.gov.au/teacher21

    End of example

     

    Example: social media

    Haven’t lodged your tax return yet? Tax time revision is made easy with the ATO’s top tips on what education professionals can and can’t claim. Visit ato.gov.au/teacher21

    Example: social media

    Get an A+ on your tax return with the ATO’s occupation specific guide, created especially for teachers and education professionals, available at ato.gov.au/teacher21

    Example: social media

    Before you lodge your tax return, feel free to check the ATO’s cheat sheet on what education professionals can and can’t claim available at ato.gov.au/teacher21

    Example: social media

    The ATO is here to make tax time stress free with the help of their tailored guide designed for teachers and education professionals. See ato.gov.au/teacher21

    End of example

    Return to:

      Last modified: 06 Apr 2021QC 59347