A new dependant tax offset allows individuals to claim an offset for invalids and carers.

At the start of the 2012-13 financial year, the ATO made some changes to how individuals can claim offsets for dependants when lodging a tax return.

 

One change is the eligibility age for the dependant tax offset. The offset can now only be claimed for a spouse who was born before 1st July 1952.

These changes also consolidated eight of the existing dependency tax offsets into a single, streamlined and non-refundable tax offset from 1 July 2012. The tax offsets that have been consolidated are

  • the invalid spouse,
  • carer spouse,
  • housekeeper,
  • housekeeper (with child),
  • child-housekeeper,
  • child-housekeeper (with child),
  •  invalid relative and
  •  parent/parent-in-law tax offsets.

The new dependant (invalid and carer) tax offset will only be made available to taxpayers who maintain a dependant who is genuinely unable to work due to their invalidity or carer obligations. There are a number of requirements to be met before a taxpayer can claim the offset:

  • maintenance of a dependant,
  • eligibility of the dependant,
  • invalidity or carer obligations,
  • income requirements,
  • cannot be in receipt of other entitlements

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