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  • Tax return proof of identity

    Posted by brianchu82 on August 12, 2023 at 10:08 pm

    Hi everyone,

    This is the first time I am trying to submit my tax return by paper using the method suggested by Mark.

    I have included my personal living costs as deductions under “Other Work Expenses”.

    Do I need to send a copy of my hospital live birth document to prove that as a living man I am entitled to these deductions? Or do I only send that if the ATO sends me a letter seeking further information?

    Thank you for your advice!

    God bless,

    Brian

    brianchu82 replied 1 year, 9 months ago 4 Members · 14 Replies
  • 14 Replies
  • morag-janet-of-the-hill-family

    Member
    August 14, 2023 at 3:17 pm

    I don’t think you are doing business here a s a living man, you are using your strawman as a transmitting utility. Living men don’t pay tax at all, strawmen are under their rules and regulations and that is where you are operating from in this matter. You are using their own rules to allow you to legitimately do this.

    • brianchu82

      Member
      August 14, 2023 at 3:40 pm

      So in other words, I only need to present my proof of being a living man should they call me up on explaining why I have allocated tens of thousands of dollars to Other Work-Related Expenses in my straw man identity tax return?

      Thanks.

      God bless,

      Brian

      • morag-janet-of-the-hill-family

        Member
        August 14, 2023 at 3:46 pm

        You only need to have evidence of your claim. Certain work related expenses are tax exempt. If you have records to support your claim then you’ll be fine.

        • brianchu82

          Member
          August 14, 2023 at 3:53 pm

          So basically the receipts of my rental payments, food, drinks, petrol, accommodation, insurance, etc.

          Excellent… thank you very much!

          God bless,

          Brian

          • morag-janet-of-the-hill-family

            Member
            August 14, 2023 at 4:01 pm

            That’s my pleasure 🙂

            • brianchu82

              Member
              August 20, 2023 at 5:12 pm

              I want to take your time a little once again to confirm something.

              So when we submit the completed tax return form, do we need to send our Statutory Declaration of Living Expenses yet?

              Or do we present that should the ATO write back seeking further information on our declared expenses along with our receipts and invoices used to include the tax deductions?

              Thank you for clarifying.

              God bless,

              Brian

            • morag-janet-of-the-hill-family

              Member
              August 21, 2023 at 9:11 am

              If it was me I would probably keep it up my sleeve for any further investigations the tax department may make. It sounds like you have it all in hand.

            • brianchu82

              Member
              August 21, 2023 at 9:22 am

              Thanks again Morag. I’m only asking because I want to understand the process and its intricacies to help others apply this same principle to help themselves. It isn’t just about me doing this and responding as things come but grasping the principles and anticipating the next steps to stay ahead of them if they want to test or trap me.

              God bless,

              Brian

  • risingsun

    Member
    August 27, 2023 at 1:45 pm

    Hello brian..just wondered if u had an update on yr proceedings and how you went with it all.

    Thanks

    • brianchu82

      Member
      September 1, 2023 at 8:23 pm

      Hi there,

      My wife got her tax refund today. 95% of her tax withheld refunded.

      We didn’t have too much withheld as she gets dividend payments from our family business trust, some of which were unfranked last year.

      So around $5,400. Her taxable income was $22,500 with around $17,000 declared deductions. I think the ATO is likely to waive that through.

      So yes it works. The ATO may or may not follow up with an audit but we have a Statutory Declaration and also receipts ready.

      God bless,

      Brian

  • zacmando682

    Member
    September 1, 2023 at 10:14 pm

    on this note. Do all ” other expenses” have to be legit or do you just have to enter amounts to reduce the income amount?

    • brianchu82

      Member
      September 1, 2023 at 10:56 pm

      Make sure it is legitimate and backed by receipts or invoices if you can. Just in case the ATO audits you. Note that rent, mortgage repayments, utility bills, phone and internet bills, car repairs, insurance all count. You are likely to have receipts of those.

    • zacmando682

      Member
      September 2, 2023 at 10:09 pm

      So it’s basically doing a normal tax return? Shall I put rent in rather than make up some numbers for safety equipment? Worse comes to worse, I could always have a bit of fun then they request to do an audit?

      Cheers

      Zac

      • brianchu82

        Member
        September 3, 2023 at 11:33 pm

        I’d say play it safe, report say no more than $40,000 in your living expenses under Other Work-Related Expenses.

        I’m sure your rental receipts, insurance, utilities, phone and internet bills add up to that amount already.

        Remember it is voluntary disclosure and whoever makes the claim bears burden of proof. Do not go over your head in this.

        Also, Mark said in the Tax module that your Statutory Declaration of your natural status should absolve the need for you to present proof of the amount you put into the form. However, always remain in a position of honour and have back up evidence just in case they attempt to call you up on it. You have aces in your hand, don’t play them as fives and sevens.

        God bless,

        Brian