Sole Trader Tax Return: Step-by-Step Guide using MyGov

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  • เผยแพร่เมื่อ 27 พ.ย. 2024

ความคิดเห็น • 51

  • @MoneywithDan
    @MoneywithDan  3 หลายเดือนก่อน +1

    Xero is the accounting software you need to manage invoices, track expenses, and reconcile bank transactions effortlessly. It’s user-friendly and saves you time. Plus, sign up using this link to get 75% off your subscription for the first 6 months: xero5440.partnerlinks.io/i3uoj1lbnz1u

  • @theobserver9849
    @theobserver9849 4 หลายเดือนก่อน +11

    After 2 hours of frustration Dan's simple video helped me at least figure out how to enter my income as a delivery driver. You are a legend Dan!!!!

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน +1

      Thanks so much for your kind comment! Best wishes with completing the rest!

  • @heyaidantv
    @heyaidantv 4 หลายเดือนก่อน +4

    This was so informative and straight to the point! I've been using an accountant for the past couple of years but it was getting to the point where I was just doing all the work and I'm basically paying them to submit my return for me 😅

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      Glad this helps

  • @elisa2hot
    @elisa2hot หลายเดือนก่อน +2

    Thank you! 💙 I needed someone to baby me through these steps - so much better than the ATO video ✌- hopefully one day Australia will have no personal income tax 🤣🤞

    • @MoneywithDan
      @MoneywithDan  หลายเดือนก่อน

      Glad it helped! One day maybe 😀

  • @ScottTurnerformeindustrious
    @ScottTurnerformeindustrious หลายเดือนก่อน +1

    Great tutorial Dan, helped heaps cheers.

    • @MoneywithDan
      @MoneywithDan  หลายเดือนก่อน

      Thanks so much!

  • @thesoulworkstrategist
    @thesoulworkstrategist หลายเดือนก่อน +1

    This was so helpful and saved me a lot of stress. Thank you so much.

    • @MoneywithDan
      @MoneywithDan  หลายเดือนก่อน

      Glad it helped!

  • @charlikim1
    @charlikim1 29 วันที่ผ่านมา +1

    Thank you Dan. Your video really helped.

    • @MoneywithDan
      @MoneywithDan  29 วันที่ผ่านมา

      Thanks so much!

  • @DonnaPaella
    @DonnaPaella หลายเดือนก่อน +2

    Liked and subscribed, thank you for saving my sanity!

    • @MoneywithDan
      @MoneywithDan  หลายเดือนก่อน

      Glad I could help!

  • @tommystrelnikoff5753
    @tommystrelnikoff5753 4 หลายเดือนก่อน +4

    Thanks, bro this came in clutch! I attempted to do this today and couldn't figure out where to simply put my income and expenses because its all labelled funny. I gave up and was looking at an accountant and then found your video!

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      Glad it helped!

  • @detree12
    @detree12 6 หลายเดือนก่อน +1

    Hey mate ! Great video and great channel, if i was employed for the first half of the 2023 financial year and become a sole trader half way through, would i have to submit two tax returns?

    • @MoneywithDan
      @MoneywithDan  6 หลายเดือนก่อน

      Thanks for watching. In short no, only one tax return. You would have income in two sections that addd to one.
      Also, You will likely have a big tax bill in your first year as a sole trader if you have other income. So keep some money aside to pay it.
      Also the ATO will want you to start paying PAYG tax instalment each quarter for the new tax year soon after you lodge your tax return so it is a double hit of tax in a short period of time. Best of luck!

  • @esotericgamedev
    @esotericgamedev 28 วันที่ผ่านมา +1

    Good video thank you

    • @MoneywithDan
      @MoneywithDan  28 วันที่ผ่านมา

      Thanks so much

  • @smartykiddyquest
    @smartykiddyquest 3 หลายเดือนก่อน

    Thanks a lot. What type of Main business or professional activity is an Esty seller. Nothing is coming up for Retail Online, E-commerce. the closest that popped up in the drop down menu was Retail commission based Buying/selling N.E.C

    • @MoneywithDan
      @MoneywithDan  3 หลายเดือนก่อน +1

      I would try searching for the type of product you selling and add retailing. For example if you are selling art and craft on Etsy you could pick “42799 art and craft retailing” or “42799 craft goods retailing”. Getting close is sufficient for the main activity.

  • @gregbuell1009
    @gregbuell1009 หลายเดือนก่อน +1

    Thanks, Dan

  • @babrae
    @babrae 9 หลายเดือนก่อน +4

    Just one question as you said personal service income rule does not apply in your case when you tried and then later on you have ticked yes when it say did you receive any personal service income. Can you explain this to me please thx

    • @MoneywithDan
      @MoneywithDan  9 หลายเดือนก่อน +1

      Thanks for watching. The PSI income I received was the commission income which was only a portion of my total income.
      So I did receive “some” PSI, so I ticked yes. However the self assessment tests did not apply after I answered the questions in the self assessment tool, which was i satisfied the results test.
      I hope that clarifies.

    • @chrisandrews253
      @chrisandrews253 8 หลายเดือนก่อน +2

      Can you do another video where you cover people who do 100% labour in return for payment? Such as a cleaner or support worker. Where We get 100% of our payment from using our personal effort ..

    • @MoneywithDan
      @MoneywithDan  8 หลายเดือนก่อน

      @@chrisandrews253 thanks for watching, that would likely be all PSI.

    • @love_dove_
      @love_dove_ 3 หลายเดือนก่อน

      @@MoneywithDan thank you, i was about to ask this question too as a support worker but now i don't have to 🙂

  • @juneci2986
    @juneci2986 หลายเดือนก่อน

    Hi Dan, thank you very much for your video. I am wondering how to trace a Personal Income Tax Return statement before finalizing my Individual Tax Return. I am a self-employed bookkeeper and have an ABN. Currently, I am studying at university, doing some part-time bookkeeping work, and receiving part of the JobSeeker payment. I always file my Individual Tax Return on time. Today, I received a phone call from Centrelink asking for my Personal Income Tax Returns from 2021 to 2023. Could you advise me on how to obtain these documents?

    • @MoneywithDan
      @MoneywithDan  หลายเดือนก่อน

      Hi there. That is strange Centrelink have asked for copies. Have you lodged those tax returns for the years requested? As Centrelink are a federal agency, they can usually obtain lodged tax returns from the ATO if you have already lodged them. Also, if you are registered with myGov they contact you over that portal for certain request as it is more secure.
      I suggest that you check you are not being scammed by contacting Centrelink on their main contact number first before sharing any details.

    • @JuneCi-qs7ug
      @JuneCi-qs7ug หลายเดือนก่อน

      @@MoneywithDan Thanks Dan, I really appreciate your suggestion.

  • @SamJones-ns1xu
    @SamJones-ns1xu 11 วันที่ผ่านมา

    Did you both get on the sesh the night before? Couple blobs melting away

    • @MoneywithDan
      @MoneywithDan  11 วันที่ผ่านมา

      Thanks for watching!

  • @theanantagamingzone7704
    @theanantagamingzone7704 2 หลายเดือนก่อน

    Can I claim a phone that I bought? I use it for both private and business. How would I calculate that? And where would I input it under?

    • @MoneywithDan
      @MoneywithDan  2 หลายเดือนก่อน +1

      It’s possible depending on business usage and records kept. You would need to calculate the business portion and declare it as an other business expense.

    • @theanantagamingzone7704
      @theanantagamingzone7704 2 หลายเดือนก่อน

      @@MoneywithDan Thank you.

  • @patronise
    @patronise 4 หลายเดือนก่อน +1

    Legend, thank you!

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      Thanks for your support!

  • @gloryratnam
    @gloryratnam 4 หลายเดือนก่อน

    can you make one video for uber driver pls

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      It’s all very similar. Your individual circumstances make the difference.

  • @marioalves7610
    @marioalves7610 4 หลายเดือนก่อน

    so if i do door dash deliveries would that be a labour hire company?

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      The PSI tool should be able to help answer that question for you personally. There is no one size fits all answer.

  • @joelh.9742
    @joelh.9742 4 หลายเดือนก่อน

    If I'm a sole trader registered for GST, do I exclude the GST from all the values here? Or do I enter the full amount I was paid and add the GST to deductions?

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน

      exclude GST from all the numbers

    • @lydialin2117
      @lydialin2117 หลายเดือนก่อน

      @@MoneywithDanthis is question I am about to ask. What if I lodged with value includes GST, can I amend it now after lodgement or I can claim as tax loss when doing tax return for next year as sole trader? Thank you in advance

    • @frostness007
      @frostness007 หลายเดือนก่อน

      @@lydialin2117you need to amend your tax return

  • @babrae
    @babrae 9 หลายเดือนก่อน +1

    Thankyou

  • @kingcarnage_
    @kingcarnage_ 4 หลายเดือนก่อน

    If you're doing Uber Eats, do you have to put tax withheld or is it $0?

    • @MoneywithDan
      @MoneywithDan  4 หลายเดือนก่อน +1

      If they withheld tax they should issue you a PAYG W statement. That should indicate what needs to be entered there.