ATO Interpretative Decision

ATO ID 2002/331

Income Tax

Assessability of annual leave loading
FOI status: may be released
Status of this decision: Decision Current
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you will need to ensure that the relevant provisions referred to in the decision have not been amended or repealed.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

Is a salary and wage earner assessable on an amount of annual leave loading under section 6-5 of the Income Tax Assessment Act 1997 (ITAA 1997)?

Decision

Yes. A salary and wages earner is assessable on an amount of annual leave loading under section 6-5 of the ITAA 1997.

Facts

The taxpayer is an employee who earns salary and wages.

The taxpayer received an amount of annual leave loading during the income year.

Reasons for Decision

Section 6-5 of the ITAA 1997 provides that a taxpayer's assessable income includes income according to ordinary concepts, which is called ordinary income.

Remuneration received for personal services in the capacity of employee, such as salary and wages, is considered income according to ordinary concepts. Amounts paid for annual leave including any additional payment for leave loading is also income according to ordinary concepts.

Therefore, the amount of annual leave loading is income according to ordinary concepts and is assessable under section 6-5 of the ITAA 1997.

Date of decision:  11 October 2001

Legislative References:
Income Tax Assessment Act 1997
   section 6-5

Keywords
Leave bonus
Salary
Salary and wages income

Siebel/TDMS Reference Number:  DW297243

Business Line:  Small Business/Individual Taxpayers

Date of publication:  28 March 2002
Date reviewed:  3 December 2013

ISSN: 1445-2782