Work Related self-education expenses D4 in the Work Related Expenses schedule
In your Clients Tax Return Outline window select Work Related Expenses.
At item D4, enter the self-education expenses code for the Main I form (K, I, O).
K - There is a direct connection between the self-education and the taxpayer's current work activities because the study maintains or improves a skill or specific knowledge required for their current work activities.
I - There is a direct connection between the self-education and the taxpayer's current work activities because they can show that the study leads to, or is likely to lead to, increased income from their current work activities
O - Other circumstances where there is a direct connection between the taxpayer's self-education and their current work activities
Enter the Name of course.
Enter the name of the Institution attended.
Enter the self-education Expenses type: F - Fees, B - Books, stationery, consumables, T - Travel, C - Computer (including depreciation), O - Other.
Note: If you use O and are lodging the Work related expenses schedule by an approved ATO electronic channel you must complete details in the field below.
If the previous expense type was “ Other”, enter additional Details of "O" code.
Enter the Amount Claimed.
Evidence/calculation code, enter the self education expenses additional info code (I,G,D,A,S,R,C,L,O,U,T)
I Invoice/receipt
G PAYG summary
D Diary evidence
A Allowance received
S Substantiation not required
R ATO ruling/guidelines (reasonable allowances ruling, laundry rates)
U Diary calculation
C Actual recorded cost
L Logbook
O Other evidence
T Other calculation
If you use code O or T and are lodging the Work-related expenses schedule by an approved ATO electronic channel you must complete details in the field below.
9. Enter the self-education expenses description.
Example: Work-related self-education expenses D4.
