Education Tax Refund

A Grade Tax Accountants Penrith NSW

The Australian Government is helping you with the costs of educating your kids.

The Education Tax Refund provides up to 50% back on a range of children’s education expenses.

For the 2010–11 tax year refunds may be as much as $397 for every child at primary school, and up to $794 for every child at secondary school.

Am I eligible?

I care for a child.

You can claim the Education Tax Refund (ETR) if you had eligible education expenses during the financial year for a child who meets the schooling requirement, and:

  • you received Family Tax Benefit (FTB) Part A for the child or
  • a payment was made for the child which prevented you from receiving FTB Part A,
  • your child stopped full-time school during the year and received income over the cut-out amount which prevented you from receiving FTB Part A for the child.

You can claim the ETR even if do not get FTB Part A. Other payments which still entitle you to receive the ETR include:

Youth Allowance
Disability Support Pension
ABSTUDY Living Allowance
the Veterans’ Children Education Scheme
Student Financial Supplement Scheme, and
the scheme to provide education and training under s258 of the Military Rehabilitation and Compensation Act 2004.


You can claim the ETR even if you do not have to lodge a tax return.


You can claim the ETR if you are an Independant Student.

You can claim the ETR if you have eligible education expenses and you:

receive a social security pension or benefit, a labour market program payment or a prescribed educational scheme payment including:
Youth Allowance
ABSTUDY Living Allowance
Veterans’ Children Education Scheme and payments under the scheme to provide education and training under section 258 of the Military Rehabilitation and Compensation Act 2004, or
a disability support pension
and, you:
are an independent person for the purpose of the payment
meet the schooling requirement
are under 25 years of age
are an Australian resident (within the meaning of the Social Security Act 1991) or a special category visa holder (within the meaning of the Migration Act 1958), and
live in Australia.
You can claim the ETR even if you do not have to lodge a tax return.


What is the schooling requirement?
For the purposes of the ETR, a child or independent student must be:

registered or enrolled in a primary or secondary school course provided at an educational institution, such as a school or TAFE (secondary school study only)
or
registered or enrolled with the education authority of their State or Territory as a home schooled student,
or
registered or enrolled in a course of study or instruction covered under the Student Assistance Act 1973 and which the ETR applies to.
They also must have attended the course of study or instruction, or received home schooling for at least one day in a six-month period, commencing from 1 July or 1 January.

Even if a child only meets the schooling requirement for part of the year you can still claim for that period. This also applies to independent students.

What is Family Tax Benefit (FTB) Part A?
FTB Part A helps with the cost of raising children. It is paid to a parent, guardian, carer (including foster carer), eligible grandparent or approved care organisation.

To be eligible for Family Tax Benefit (FTB) Part A you must:

have a dependent child aged under 21,
or
have a dependent full-time student aged 21 to 24,
and
have care of that child for 35 per cent or more of the time,
and
meet residential requirements,
and
have income under a certain amount (this amount varies depending on number and age of children).


A child or student can not be a dependant if they:

receive a pension or benefit
receive a labour market program payment
are aged 5 to 15, not studying full-time and their annual income is $13,010 in 2010‑11 or more
are aged 16 to 24 and their annual income is $13,010 or more
are aged 16 to 24 and receiving a prescribed education scheme payment such as ABSTUDY, or
are aged 21 to 24 and not studying full-time.
You can contact the Family Assistance Office (FAO) to find out if you get FTB Part A or are eligible for it.

You can contact the FAO by any of the following means:

Visit the FAO website at www.familyassist.gov.au
Phone the FAO on 13 61 50 between 8.00am and 8.00pm (local time), Monday to Friday.
Visit your nearest FAO. Offices are located in Medicare offices and Centrelink customer service centres.
Phone 13 12 02 if you do not speak English well.
Use the teletypewriter (TTY) service on 1800 810 586 if you have a hearing or speech impairment. (This service is only available via a teletypewriter machine.

Contact (02) 4731-1405 A Grade Tax Accountants in Penrith for all your taxation, accounting, bookkeeping, superannuation, tax return, tax planning and advice for Personal and Business clients.

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