ATO Interpretative Decision

ATO ID 2004/510

Income Tax

Non Commercial Losses: Property test and partly used dwelling for business
FOI status: may be released

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CAUTION: This is an edited and summarised record of a Tax Office decision. This record is not published as a form of advice. It is being made available for your inspection to meet FOI requirements, because it may be used by an officer in making another decision.

This ATOID provides you with the following level of protection:

If you reasonably apply this decision in good faith to your own circumstances (which are not materially different from those described in the decision), and the decision is later found to be incorrect you will not be liable to pay any penalty or interest. However, you will be required to pay any underpaid tax (or repay any over-claimed credit, grant or benefit), provided the time limits under the law allow it. If you do intend to apply this decision to your own circumstances, you will need to ensure that the relevant provisions referred to in the decision have not been amended or repealed. You may wish to obtain further advice from the Tax Office or from a professional adviser.

Issue

Can the value of a private dwelling used partly in carrying on a business activity be taken into account for the purpose of the Real property test under section 35-40 of the Income Tax Assessment Act 1997 (ITAA 1997)?

Decision

No. Section 35-40 of the ITAA 1997 specifically excludes from the Real property test dwellings that are used mainly for private purposes.

Facts

The taxpayer carries on a business activity in one room of a six roomed private dwelling. The room is used exclusively for the activity.

The remaining five rooms in the dwelling are used for private purposes.

Reasons for Decision

Division 35 of the ITAA 1997 will apply to defer a non-commercial loss from a business activity carried on by a taxpayer who is an individual, unless:

•
the business activity satisfies one of the four tests in Division 35 of the ITAA 1997, or
•
the Commissioner has exercised the discretion in section 35-55 of the ITAA 1997 for the activity, or
•
the individual comes within the Exception to Division 35 of the ITAA 1997, contained in subsection 35-10(4) of the ITAA 1997.

(refer subsection 35-10(1) of the ITAA 1997)

One of the four tests is the Real property test in section 35-40 of the ITAA 1997, which provides that the loss deferral rule in subsection 35-10(2) of the ITAA 1997 does not apply to defer any loss incurred by the individual from the activity for that income year if the total reduced cost bases of real property, or interests in real property, used on a continuing basis in carrying on the business activity in that year is at least $500,000.

The value of the real property is the reduced cost base of the property or interest, or, the market value or interest if the market value is more than its reduced cost base. The meaning of reduced cost base is the same as it is for capital gains tax purposes.

However, where the real property is partly used for carrying on a business and partly for private purposes, section 35-50 of the ITAA 1997 provides only that part of its reduced cost base, market value or other value that is attributable to its use in carrying on the business activity in that year is taken into account.

Subsection 35-40(4) of the ITAA 1997 specifically excludes from the Real property test:

•
a dwelling, and any adjacent land used in association with the dwelling that is mainly used for private purposes, and
•
fixtures owned by the individual taxpayer as a tenant.

In this case, only one room of the six-room dwelling is being used to carry on the business activity. Therefore, the dwelling is used mainly for private purposes and the value of the dwelling cannot be taken into account for the purposes of section 35-40 of the ITAA 1997.

Date of decision:  27 May 2004

Year of income:  Year ended 30 June 2003

Legislative References:
Income Tax Assessment Act 1997
   section 35-10(2)
   section 35-40
   section 35-50

Related Public Rulings (including Determinations)
Taxation Ruling TR 2001/14
Taxation Ruling TR 2001/14A - Addendum

Keywords
NCL real property test
Non commercial losses

Business Line:  Business and Personal Taxes Centre of Expertise

Date of publication:  25 June 2004

ISSN: 1445-2782

history
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  16 April 2010 Archived