Please print out and complete the Education Tax Refund Worksheet, to help ensure that you claim as much as you can.
Education expenses tax offset for 2009
Worksheet
Taxpayer’s Name
Tax File Number |
|
1. Total eligible education expenses |
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|
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Computer-related expenses |
$ |
|
|
Computer-related equipment |
$ |
|
|
Home internet connection |
$ |
|
|
Computer software |
$ |
|
|
Stationery, textbooks and other learning materials |
$ |
|
|
Tools of trade |
$ |
$ |
|
2. Total maximum tax offset amount |
|
|
|
|
Maximum tax offset |
Multiply by:
[(eligible days x shared care% x agreed %) ÷ 365] |
|
|
|
Child 1: |
|
|
$ |
|
|
Child 2: |
|
|
$ |
|
|
Child 3: |
|
|
$ |
|
|
Child 4: |
|
|
$ |
$ |
|
3. 50% of total eligible education expenses |
|
$ |
|
4. Education expenses tax offset (lesser of 2. & 3.) |
|
$ |
|
5. Excess education expenses carried forward |
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|
|
Amount at 3. less amount at 2. (x 2) |
|
$ |
For an independent student, the maximum tax offset amount is $750 (i.e., as a secondary school student), reduced by the number of days on which any of the conditions in S.61-610(2)(a) to (f) have not been satisfied in relation to the student.
The result of this formula is rounded to 2 decimal places. If the third decimal place is 5 or more, the result is rounded up. Refer to Step 2 of the method statement in S.61-660.
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