International => Australian => Topic started by: Rainbow Bay on October 15, 2015, 03:28:35 AM Return to Full Version

Title: Claiming Transitioning Related Expenses
Post by: Rainbow Bay on October 15, 2015, 03:28:35 AM
Hello Friends

I was just wondering if anyone has had any experience or has any advice in claiming transitioning related expense with the ATO at tax time. I thought this was unlikely but then I read an article in Polare (I think it was called 'The ATO Bends on Transgender Expenses) where a woman was able to get a private ruling from the ATO which allowed her to claim lots of stuff. The article was a couple of years old I think. Anyway, I've been saving my electrolysis and other receipts just in case.  :)
Title: Re: Claiming Transitioning Related Expenses
Post by: Cindy on October 15, 2015, 03:33:07 AM
I've not heard of it in Oz to be honest.

I think some of the UK and USA girls can.

Find a good CPA accountant! Let us know how you go.
Title: Re: Claiming Transitioning Related Expenses
Post by: Rainbow Bay on October 15, 2015, 04:04:33 AM
Quote from: Cindy on October 15, 2015, 03:33:07 AM
I've not heard of it in Oz to be honest.

I think some of the UK and USA girls can.

Find a good CPA accountant! Let us know how you go.

Thanks Cindy. I think a good account might be useful  :) From what I've read if you are annoying enough the ATO will yield and give you a private ruling but the thing is such a ruling doesn't create a precedent for anyone else. We'll see what happens and the end of this Financial Year. 
Title: Re: Claiming Transitioning Related Expenses
Post by: kelly_aus on October 15, 2015, 04:50:11 AM
As a former ATO employee who worked in the Personal Tax team, I'm going to suggest a Private Ruling is likely to be your only option..
Title: Re: Claiming Transitioning Related Expenses
Post by: Rainbow Bay on October 15, 2015, 06:11:03 AM
Quote from: kelly_aus on October 15, 2015, 04:50:11 AM
As a former ATO employee who worked in the Personal Tax team, I'm going to suggest a Private Ruling is likely to be your only option..

Thankyou Kelly  :)

That's good know. I will focus my hopes on a private ruling. I've already spent thousands on electrolysis this financial year. It would be so helpful if I could get some of it back.
Title: Re: Claiming Transitioning Related Expenses
Post by: Dana60 on December 10, 2015, 04:08:36 AM
I'm just wondering if anybody has any idea what this was claimed as, does it become medical expenses over the threshold? I've also spent quite a bit on electrolysis this year so being able to claim this would be great.
Title: Re: Claiming Transitioning Related Expenses
Post by: Catherine Sarah on December 10, 2015, 05:25:53 AM
I know of a woman in Sydney who claimed her overseas medical expenses on her tax return and got it. I don't believe a personal ruling was invoked. That was 2 years ago.


Speak to you as soon as I pickle the cherries.

Huggs
Catherine