Teresa Tran & Associates

ATO deduction articles 9

• ATO publication of deductions for particular industries
• Car expenses
• Clothing and Laundry
• Employees working from home
• Gifts and donations

See all 9 articles

ATO occupation specific deduction info 39

• 0. General employee guide
• 2023 complete summary
• Adult industry workers
• Australian Defence Force members
• Aviation & Flight Crew

See all 39 articles

ATO Rental property 3

• Cannot claim travel expenses
• Tax tips for Rental property owners
• Is travel inspection expenses for residential property tax deductible?

ATO small business articles 5

• Using your company's money / assets
• Small business tax toolkit
• Small business - Home-base business expenses
• Small business - Travel expenses
• Small business - Motor vehicle expenses

bank-managed platforms 3

• Bank-managed Share portfolio & dividend trading report
• bank-managed Transaction statement for Capital Gains/loss
• bank-managed shares - buy & sell contracts

non-bank Platforms 2

• Selfwealth bank statement & CSV
• CMC

Shares/Stocks/ETFs/Dividends 6

• Shares - update details (TFN, address, sell etc,) - client solution
• Access share statements from share registry
• Merge and consolidate multiple SRN HIN
• Where is my HIN/SRN?
• w8ben

See all 6 articles

International shares 5

• Bank-managed INTERNATIONAL SHARES - tax docs
• Bank-managed INTERNATIONAL SHARES - buy/sell contract
• Bank-managed INTERNATIONAL SHARES - transaction history
• Etrade (now Morgan Stanley)
• Commsec international

ETFs 5

• ETFs
• ETF TEMPLATE
• ETFs - when to do your tax return & what we need
• Raiz tax statement
• Spaceship tax statement

Managed funds 2

• Vanguard PERSONAL INVESTOR tax statement
• Platinum PLA0017AU | PLM01 mfund

CoinSpot 0

Client to download data 7

• Coinspot
• MetaMask - only api, no excel
• Swyftx
• Binance
• Coinjar

See all 7 articles

softwares 8

• automated purchases bills process
• STP payroll software comparison
• Should I have an SMSF?
• I received an email to activate a freshdesk account. What do I do?
• What is bankfeed? Why is Teresa Tran calling me about bank feed?

See all 8 articles

Other - BASIC articles (create an account to see more premium articles) 9

• Why aren't my calls getting through to Teresa Tran's Office?
• Email Disclaimer
• Website disclaimer
• Benefits of using a tax agent
• Accountant certificate/letter/declaration to lenders

See all 9 articles

Other accountants - getting full copy of the tax return 4

• MYOB AO/AE print tax return with deductions IN SCHEDULE
• MYOB AO/AE full tax return
• Handitax full tax
• Software assistant

dropbox - client 6

• Cancel dropbox subscription
• "add to dropbox" - Our TT + client folder
• TT office only supports DROPBOX
• dropbox subscription via apple
• smartphone browser dropbox

See all 6 articles

Uber 2

• Traveling expenses - Uber Rider trips export
• Soletrader - Uber and UberEats

Fairgov Payguides 20

• 2019 payguides
• 2018 payguides
• Cashing out annual leave
• final pay | termination pay for employee
• How to process Annual Leave / Holiday pay?

See all 20 articles

Business setup 7

• ABN New Business set-up
• Do I need to register an ABN, and GST? What are the benefits?
• What is the best business structure?
• Selling a small business - Business Assets & Small Business CGT Concessions
• What you need to know when you first become an 'EMPLOYER"

See all 7 articles

Wage subsidies 4

• grant
• JobActive - Disability Employment Service (DESE)
• JobActive - Wage Subsidies
• FairWork - Boosting Apprenticeship Commencements wage subsidy

ATO Business Benchmark 1

• 2018FY

Other 13

• TT STP timesheet for client
• ASIC fee - Post Bill pay vs Bpay
• Contractor vs Employees
• Add/Invite us as a user on Quickbooks
• Open CBA term deposit

See all 13 articles

Superannuation 11

• What is superstream?
• Which super category should I choose for when I want to pay extra super? #superstream
• Calculating Super guarantee when Salary Sacrifice
• Super Guarantee
• Inactive superfund

See all 11 articles

GST 3

• Nespresso coffee pods
• International & Domestic travel
• Common gst mistakes

Allowances 3

• Allowances
• Travel allowances
• Reasonable travel allowance rate

Bookkeeping 1

• Recording Bank statement transactions

Rural Assistance Authority NSW 1

• Declared natural disasters

Motor Vehicle / Car purchase 3

• Car cost limit for depreciation & GST
• Luxury car tax
• Buying a Car/Motor Vehicle, or a Substantial Asset/Equipment

Myob 3

• Invite us into your myob business/essential file
• Invite us into your Myob AccountRight ONLINE
• Invite us to Myob AccountRight DESKTOP

Xero 5

• Xero questionaire
• Add/Invite us as a user on Xero
• You do not have permission to view this page
• Why xero?
• Xero cancellation

Reckon 1

• TT sends Reckon invitation to you

ATO Agent Nomination 2

• ATO Agent nomination
• Alternative methods

MyID (formerly MygovID) - client solutions 4

• Apply for your Director ID
• Locate your business tax file number on MyID
• RAM - link your business
• How to set up myID - download mobile app

Tax return check list 3

• Tax Return Check List 2023071
• Examples for tax return checklist
• Tax Return Check list 20241105

Banking 5

• Interest & Tax summary from internet banking
• Bank statement download
• Banks owned by other banks
• CSV (excel), OFX, QIF, pdf export
• St George Interest summary

rates 3

• HECS repayment rates
• Resident tax rates
• Private Health Insurance Rebate - rates %

Other 11

• Why haven't I got my tax refund yet?
• Name change
• Xero E-sign instructions
• Tax code for Private Health Insurance
• Apply for a new TFN

See all 11 articles

Deductions 9

• Your kid's private school fees may be claimed for tax return
• claim visa fees
• Occupation and industry specific guides
• What kind of uniform work cloth expense can I claim?
• Prime cost vs Diminishing value

See all 9 articles

HECS / HELP loan 2

• Can I pay off my HECS/HELP debt sooner?
• Will I incur interest expense on HELP/HECS?

Superannuation 9

• Caps - Before-tax super contributions (Concessional)
• Caps - Non-concessional contributions
• Gov. Superannuation initiatives - Low income super contribution vs. Super Co-contribution
• Considerations of claiming a deduction on personal super contribution
• Tax offset for super contributions on behalf of your spouse

See all 9 articles

CentreLink 11

• Child care benefit
• Child care subsidy
• Family Tax benefit Part A supplement income
• Family Tax Benefit Part B supplement
• Introduction - calculations

See all 11 articles

Medicare 3

• TT medicare exemption q13-20
• Example of Visa evidence letter
• ADF letter example

Private Health Insurance 3

• Medicare Levy Surcharge
• Excess private health insurance (PHI) entitlement vs. PHI rebate
• When should I get Private Health Insurance?

Foreigners & temporary residents 5

• Medicare levy exemption for foreigners
• Foreign income exemption for temporary residents
• CGT
• Residency for tax purposes tax time poster
• APPLYING FOR A MEDICARE EXEMPTION STATEMENT

PropertyTree 2

• Report style we prefer - STATEMENT DATE income and expenditure (for SMSF and business tax returns)
• gst summary for individual statements

Rei cloud 1

• Reimaster

Home Loan/finance 0

Teamviewer 3

• Teamviewer
• Teamviewer for macbooks
• Change your app recommendation settings in Windows

First Home 3

• first home buyer NSW
• First home guarantee (federal
• First Home Super Saver Scheme

General 1

• EOFY tips for SMSF

market valuation/appraisal 2

• When do I have to do an asset/property valuation
• Request to realestate agent Rental and Market value appraisal example

2020 newsletter articles 8

• 2020 Maximise your business deductions
• How Covid19 impacted work-related expenses
• Instant asset write-off / tax deduction thresholds
• 2020 maximise Individual's tax deduction
• Deductions for sanitiser, face masks and COVID-related expenses

See all 8 articles

2021 newsletter articles 1

• Backing business investment – accelerated depreciation

2022-2024 Small business boost - training and technology 3

• 2022-2024: SKILLS AND TRAINING BOOST
• 2022-2023 Technology investment boost
• Technology boost software fee reports

CPA 1

• 20200813 Changes to Jobseeker extension

Shares 1

• ISSUE 215 | 11 SEPTEMBER 2020

fee schedule 1

• TT fees

delete 8

• commbank anti virus
• Hard refresh
• how to get toky + music playing on pc simultaneously
• invalid super fund bank details
• Opening sharepoint / PC files on web browsers

See all 8 articles

Centrelink / Services Australia 2

• NSW Floods, February 2022 - Australian Government Disaster Recovery Payment
• New South Wales Floods, July 2022 - Australian Government Disaster Recovery Payment

Service NSW 2

• Apply for the February and March 2022 storm and flood disaster recovery small business grant
• Apply for the June and July 2022 storm and flood disaster recovery small business grant

Rural Assistance Authority 5

• Special Disaster Grants - NSW Severe Weather & Flooding November 2021 and January 2022
• Special Disaster Grants – NSW Severe Weather & Flooding February 2022 onwards
• Critical Producer Grant NSW Severe Weather & Flooding February 2022 onwards (AGRN 1012)
• Rural Landholders Grant
• Special Disaster Grants – NSW Severe Weather & Flooding 27 June 2022 onwards