Instructions:  Your case study needs to identify and discuss the tax implications of the various issues raised.  In the case study, the taxpayer’s assessable income, allowable deductions must be...

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Instructions:




  •  Your case study needs to identify and discuss the tax implications of the various issues raised.




  •  In the case study, the taxpayer’s assessable income, allowable deductions must be identified and


    recorded in the excel sheets (2019 individual tax return form) where applicable (only blue coloured cells in the excel sheet are required to fill) as per the information provided in the case study.




  •  In addition, a report (word document, approx. 2,000 words) must be submitted for the calculations of the assessable income; allowable deductions and taxable income of the taxpayer including identifying and discussing them. E.g., how the amounts of income & deductions have been derived. If any receipts and payments are not assessable or deductible, the reasoning for non-inclusion of these in assessable income or deductions as per relevant legislation or cases.




  •  Critically analyse the following case study. With respect to each task:




    •  Review relevant case law and legislation (ITAA1936, ITAA1997)




    •  Apply the law to the facts of the case study




    •  Reach a conclusion/ give practical advice to your client.






  •  You will be assessed in accordance with the Assessment Rubric.




  •  This case study must be presented as an individual effort. The case study requires individual


    research. It is expected the student will survey the relevant literature, including decided cases, and


    select appropriate additional resources.




  •  Your case study is not just a list of answers. Your reasons for your conclusions and


    recommendations must be based on your research into the relevant cases and legislation.




  •  The format of the report should be a business report and using APA referencing style











Answered Same DayJul 13, 2021LAW6001Torrens University Australia

Answer To: Instructions:  Your case study needs to identify and discuss the tax implications of the various...

Sweety answered on Jul 15 2021
151 Votes
WORD REPORT
1. The given solution is framed as per the act asked in the question.
2. Assessable income is income that can be taxed, provided you earn enough to exceed your tax-free threshold. Examples of assessable income are
· Salary earned
· car, travel, clothing and laundry allowances
· interest
· dividends and other income from investments
· bonuses and overtime an emp
loyee receives
· commission a salesperson receives
· pensions
· rent.
3.  The income on which tax is payable is taxable income. It is the amount left arrived at after deducting all the expenses allowed to claim.
4. Tax slab rate applicable to Michael is as follows:-
    Income chargeable to tax
     Tax amount
    Rate of Tax
    $1 – $18,200
    Nil
    0%
    $18,201 – $37,000
    19c for each $1 over $18,200
    0 – 9.65%
    $37,001 – $87,000
    $3,572 plus 32.5c for each $1 over $37,000
    9.65 – 22.78%
    $87,001 – $180,000
    $19,822 plus 37c for each $1 over $87,000
    22.78 – 30.13%
    $180,001 and over
    $54,232 plus 45c for each $1 over $180,000
    30.13 – less than 45%

5. These detail mentioned below refer to computation with respect to salary income and deduction is shown as below
    Particulars
    AMOUNT($)
    AMOUNT($)
    Gross Wages
    9800
    
    PAYG
    400
    
    Salary net of PAYG
    
    9400
    Uniform Allowance
    
    800
    Reimbursement
    
    0
    Car
(Fringe Benefit liable to FBT)
    
    0
    
    
    10200
    Less-Work related allowable deduction
    
    600
    
    
    9600
6. Money which is received from working is called employment income. It may be paid cash inflow directly into bank account, or otherwise. Employment income basically mean salary received. It include normal pay, commission, bonuses (those also which are for retention with employer, casual work money or part time work money etc. It also include certain leave pay like parental leave Pay etc.
7. The fringe benefit is not exempt from fringe benefit tax , hence the amount is not assessable as income in the hands of employee.
8. Since nothing mentioned with respect to the amount spent for laundry or clothing, therefore no deduction and amount received assessable as income.
9. The reimbursement received from employer for work related item purchased is neither treated as income nor deduction claimed with respect to same.
10. The detail with respect to business income and deduction is shown as below
    Particulars
    AMOUNT($)
    AMOUNT($)
    BUSINESS INCOME
    
    
    Cash received from credit sale
    85000
    
    Volume of rebate from oversee supplier
    3500
    
    Insurance recovery due to damage
    11500
    
    
    
    100000
    Business expenses
    
    
    Net wages to employee
    12000
    
    Superannuation to employees
    1230
    
    Superannuation guarantee charge
    190
    
    lease payment on shop and fitting
    940
    
    Depreciation
    4947
    
    Cash drawing by Michael
    0
    
    Fines for breach of Australian Customer Regulation
    0
    
    FBT
    0
    
    PAYG
    0
    
    all other expense
    11700
    
    Total expense
    
    120887
    Net loss
    
    (20887)
11. Income from business are those income which are earned and include those income which are earned from operating activities. For the purpose of tax computation, income from business is an income which is ordinary. Expenses of business and losses of business are set off against income from business.

12. Three golden rules which signifies that a particular deduction qualifies as a business deduction are as follows:
· The expenses incurred should be used for business purpose only, Personal expenses are not allowed as deduction.
· Where any expenditure incurred is used both business purposes and personal purpose, then only business purpose income qualify for deduction.
· There must be proper report evidencing such expenditure to claim deduction.
13. Non deductible expenses include the following:
· Expenses...
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