How to lodge
To apply for a private ruling about the self-education expenses:
- complete and submit a private ruling application form
- provide the supporting information listed below.
To lodge an objection about self-education expenses:
- complete and submit the relevant form
- provide the supporting information listed below.
Check first whether your question is answered in Self-education expenses.
Supporting information
Providing this information up front will reduce delays.
If you've previously given us any of the information listed below, you don't need to resend it.
The information we need for a private ruling or objection about self-education expenses includes:
- whether you are receiving Austudy, ABSTUDY or Youth Allowance to study
- whether you are receiving a taxable bonded scholarship
- whether you are otherwise receiving an allowance or being reimbursed by anyone for expenses incurred in relation to your study, and if so
- how much you receive
- whether you receive it for a specific purpose – for example, to pay for textbooks only
- who pays you the money
- details of the course you are undertaking, including
- the name of the course
- the subjects you are required to complete
- the name of the organisation offering the course
- the date you commenced the course
- the date you will complete the course
- why you are undertaking it
- whether you are employed, and if so
- on what basis – full time, part-time or casually
- when you started your employment
- how the course relates to your employment
- whether your employer encourages you to undertake the course, and if so, how – for example, study leave, other paid leave, allowances and/or rewards and bonuses
- whether you have changed your position (to a new employer or new position with the same employer) while undertaking the study, including
- when you ceased your previous employment
- when you started the new position
- details of the duties of each position you have held while undertaking the study
- if you have not changed your position, a detailed list of the duties you are required to undertake in your employment
- a description of the position you hope to have on the completion of your studies
- a description of the expenses you have incurred and will incur (including non-deductible expenses) in relation to your study (for example, textbooks, stationery and fees), including for each
- cost
- date of payment, or invoicing
- whether you are paying for the course fees using the Higher Education Loan Program HELP, and if so, details of the loan.