Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

My girlfriend has been selected for an audit by the ato. She…

Customer Question
My girlfriend has been selected...
My girlfriend has been selected for an audit by the ato. She works as an accounts assistant. She earns approx 40k per year. This year she completed a master degree in accountancy, finished june 2016,as recommended by her employer for her to be considered for better positions, and also to improve her ability to conduct her current role adequately. Her bachelors degree was in applied finance. She claimed for these fees of 14k (only for payments made for trimesters occurring throughout that taxyear) and was due an estimated refund of 4100.
The ato have now contacted her about the above deduction.
They mentioned they need a letter from her employer? What exactly does the employer need to confirm?
She has reciepts for the above payments by the way.
Is there anything else she needs to provide. She is worried she will be fined etc
Submitted: 2 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 2 hours by:
8/9/2016
Tax Professional: Robin D., Senior Tax Advisor 4 replied 2 years ago
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 18,353
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified

Hello

The ATO needs her to be able to show that the self education costs are within the rules for the deduction claim.

Self-education - principles of deductibility under section 8-1

(a) A deduction is allowable for self-education expenses if the taxpayer's income-earning activities are based on the exercise of a skill or some specific knowledge and the subject of self-education enables the taxpayer to maintain or improve that skill or knowledge

The request from ATO is for the employer to say in writing that undertaking the lessons made her better equipped to perform her skilled job and better proficiency was a motivation for undertaking the education.

At this point it appears that the letter is all ATO wants.

If you rate in a positive way (look for the STARS or SMILEY FACES) I am credited with responding. It adds nothing to your costs but it assists me.

Ask Your Own Tax Question
Tax Professional: Robin D., Senior Tax Advisor 4 replied 2 years ago

Checking to see if your girlfriend requested that letter.

Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Robin D. Your Own Question
Robin D.
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 18,353
18,353 Satisfied Customers
Experience: 15years with H & R Block. Divisional leader, Instructor

Robin D. is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

18,353 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
My girlfriend received a letter from IRS regarding her 2016
Second opinion] My girlfriend received a letter from IRS regarding her 2016 tax return. The letter mentions that they were payments card/transactions from Paypal of $228k. Here is the thing, this is b… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
288 satisfied customers
Would being an RN moving to a Nurse Practitioner position be
Would being an RN moving to a Nurse Practitioner position be looked at as a "new trade or business"?Would being an RN moving to a Nurse Practitioner position be looked at as a "new trade or business"?… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
1,381 satisfied customers
Is taxable for Scholarship a high school student receives
Is taxable for Scholarship a high school student receives from non-profit organization ? (Amount is 4,000.00)?… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,585 satisfied customers
Second opinion] my daughter completed her dental hygienist
Second opinion] my daughter completed her dental hygienist program May 2016. In her last semester before graduation, she had 3 unpaid, required internship sites she traveled to throughout the semester… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I was reading a question winktax had answered for another
Hi, I was reading a question winktax had answered for another customer about the 1098-T. When box 5 exceeds box 1 or 2, it may be taxable, but he said it can include qualified educational expenses inc… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I have a questions about educational expenses and taxes. I
Hi, I have a questions about educational expenses and taxes. I live a bit of a dual existence; I work part-time as marketing director for a company, and then part-time runing my own marketing business… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
How does a parent get an almost college age child to be eligible
How does a parent get an almost college age child to be eligible for grants, scholarships without using our income history? Can't they file their own taxes if we do not claim them as dependents?… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I own a corporation that has a 5-year contract to issue a government
I own a corporation that has a 5-year contract to issue a government exam to thousands of individuals, and we must be constantly in accordance of the American Physiological testing requirements. I hav… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,353 satisfied customers
My wife has started work as a mosaic artist, she will likely
My wife has started work as a mosaic artist, she will likely make no more than $10,000 a year. If we decide not to set up a company can she just cash the check from the job she just completed $5000 an… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My daughter received a 1098-T with her scholarships and grants
My daughter received a 1098-T with her scholarships and grants being $3600 more than the qualified tuition. Do I need to claim the difference as taxable income? Her books and supplies were approximate… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Hello, I have a question regarding deducting tuition expenses
Hello, I have a question regarding deducting tuition expenses incurred in 2012 for my MBA: I left my position as Brand Manager of a wine/spirits company in 2010 and enrolled in a full-time 2 year MBA … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I have a very complicated question about the tax deductability
I have a very complicated question about the tax deductability of my Graduate MBA program. I will itemize each of my questions. First, let me provide context. I am am self-employed, and have been so t… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
Hi, I am planning to pursue a 1 week certificate course
Hi, I am planning to pursue a 1 week certificate course from UC Berkeley in product management. http://executive.berkeley.edu/programs/product-management/ This course is not credited to any degree (Ma… read more
Phillip Bell, EA
Phillip Bell, EA
Tax Advisor
Bachelor's Degree
191 satisfied customers
I have a question about an OIC. In answering questions about
I have a question about an OIC. In answering questions about income and expenses, only the tax payer owes taxes, but he has a live-in girlfriend. The girlfriend has self employment income. Do we have … read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
Home office deduction question Husband conducts a business
Home office deduction question: Husband conducts a business from home. He meets all the tests (exclusive use, principal place of business, etc.). Wife occasionally works as a substitute teacher, but i… read more
Mark D
Mark D
Enrolled Agent
Master's Degree
1,338 satisfied customers
My 58yo domestic partner (DP) and I were furloughed from the
My 58yo domestic partner (DP) and I were furloughed from the same employer 01/2009. We finally received $15k "severance" between us in 04/2009 but neither of us received (and aren't likely to) a W-2 f… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My son has a small restaurant. His girlfriend runs it. She
My son has a small restaurant. His girlfriend runs it. She did all her bookwork according to the gal the place was purchased from. She did not save all her receipts. Her bookkeeper never questioned he… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,353 satisfied customers
Could you please assist me on the correct handling of ...
Could you please assist me on the correct handling of these expenses to get the maximum deduction or credits available. Facts: (Jackie is currently a teacher and this is her information she provided t… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
60 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x