Personal Taxation Summary

Estimated taxation summary for the financial year ending 30 June 2014:

Personal Tax Summary Item

John

Mary

Combined

Assessable Income

$100,000

$40,000

$140,000

- Deductions

$0

$0

$0

= Taxable Income

$100,000

$40,000

$140,000

Tax Free Threshold

$18,200

$18,200

Marginal Tax Rate

37.00 %

32.50 %

Tax On Taxable Income

$24,947

$4,547

$29,494

- Tax Offsets (Non-Refundable)

$0

$400

$400

= Net Tax Payable

$24,947

$4,147

$29,094

+ Medicare Levy & Surcharge

$1,500

$600

$2,100

+ Compulsory Higher Education Loans Repayments

$0

$0

$0

= Tax Liability

$26,447

$4,747

$31,194

Effective Tax Rate

26.45 %

11.87 %

- Tax Credits/Refundable Offsets

$0

$0

$0

= Tax Refund/Payable

$26,447

$4,747

$31,194

Net Income

$73,553

$35,253

$108,806

+ Non-Taxable Income

$0

$0

$0

= Total Net Income

$73,553

$35,253

$108,806

Total Gross Income

$100,000

$40,000

$140,000

TaxPack

TaxPack summary data and calculations for the financial year ending 30 June 2014:

Assessable Income

John

Mary

Combined

Salary or Wages

$100,000

$40,000

$140,000

Total Assessable Income

$100,000

$40,000

$140,000

Tax Offsets - Calculated

John

Mary

Combined

Low income tax offset

$0

$400

$400

Total (Calculated) Tax Offsets

$0

$400

$400

Medicare Levy Summary

John

Mary

Combined

No. of dependent children and students

1

1

Private patient hospital cover for whole year

No

No

Combined Income < Medicare levy surcharge thresholds

Unknown

Unknown

Number of days NOT having to pay surcharge

365

365

Basic Medicare levy

$1,500.00

$600.00

$2,100.00

- Share of family reduction amount

$0.00

$0.00

$0.00

+/- Excess family reduction amt transferred from spouse

$0.00

$0.00

$0.00

- Full 1.5% levy exemption amount (pro-rata on 0 days)

$0.00

$0.00

$0.00

- Half 1.5% levy exemption amount (pro-rata on 0 days)

$0.00

$0.00

$0.00

= Medicare levy

$1,500.00

$600.00

$2,100.00

+ Medicare levy surcharge

$0.00

$0.00

$0.00

= Medicare levy and surcharge

$1,500.00

$600.00

$2,100.00

Private Health Insurance Policy

John

Mary

Type of cover

Hospital and Extras

Hospital and Extras

Spouse Details - Married or De facto

John

Mary

Combined

Spouse details required to be completed

Yes

Yes

Spouse's Surname

Sample

Sample

Spouse's Given Names

Mary

John

Spouse's Gender

Female

Male

Spouse Date of Birth

1/01/1966

1/01/1961

Spouse for full year

No

No

Spouse's Taxable Income

$40,000

$100,000

$140,000