Author Archives: The Tax Chic

Is Xero, is good!

This is just a little reminder that I am a certified advisor with Xero.

Xero is my software of choice, and I can absolutely promise that if we decide this is the right tool for you – you won’t regret it!

The great thing about being a certified advisor with Xero is that I have access to solutions for small business and community groups that are not available to the general public.

So I implore you, if you are thinking about changing software, or you want to save time on bookkeeping in your business, or you are a community organisation looking to make the job of your volunteer treasurer more attractive – let me show you a Xero solution today!

Just contact me!


My suitcase taught me to let go…

A bit of fluff today with an important lesson – about how my suitcase taught me to let go…

About four years ago I started travelling a lot for work, and I invested in a new medium size suitcase with four single wheels.  At the time I wasn’t convinced about hard sided suitcases so I spent a small fortune on a soft sided suitcase and simply assumed it would meet my needs.

It soon became apparent that when this particular suitcase took on just a bit of weight, it didn’t roll well on it’s four single wheels.  It became the source of frustration each and every time I travelled.

I’ve put up with this frustration for all of this time thinking that this is what I needed to do because I had spent money on the item and I couldn’t possible justify buying yet ‘another’ suitcase.

Fast forward to the lesson – I have a couple of short trips coming up and already I had started feeling anxious about using this soft sided suitcase with four single wheels, and so I made the decision to invest in a new one.  I am now the proud owner of a medium sized hard sided suitcase with four double wheels and it rolls beautifully.

As soon as I clicked on the payment button I felt a weight lift from my shoulders and I knew I’d done the right thing.  But wait, there’s more…

As I discussed the purchase with a friend, we began considering how many of us hold on to things, both material items like my ill-functioning suitcase, a pair of shoes that rub the wrong way or a frypan with a loose handle, and non-material considerations such as thoughts and ideas, relationships or careers – even when they no longer serve a purpose for us.

These days we all have easy access via social media to inspiring people from across the globe, and often the messages that are shared are underpinned by major shifts in mindset or significant changes in ones way of doing things, but I think it is important to remember that there can be benefits in the small things too.

I have finally let go of the suitcase that wasn’t serving a purpose for me anymore, and I hope my suitcase example goes some way to proving that any breakthrough we have can count as a win. It doesn’t need to be something major – a small change in your thinking can make all the difference!


Occupation specific guides

Each year the Australian Taxation Office (ATO) release a series of guides for specific occupations.

These guides are designed to help you, the taxpayer, to understand what you can and can’t claim as work-related expenses.

The guides are broken down into sections that match the labels in the income tax return and include car expenses, home office expenses, clothing expenses and self-education expenses.

The current guides available are for the following occupations:

  • construction workers
  • retail workers
  • office workers
  • Australian Defence Force
  • sales and marketing
  • nurse, midwife or carer
  • police officers
  • public servants
  • teachers
  • truck drivers

If you would like to download a copy of these guides, you can perform a search from this link.

As always, if you are unsure, ask me!


Small Business Consultation Panel

If you or someone you know has some experience in owning or running a small business and would like to be involved with the Australian Taxation Office (ATO) to help with workshops or testing of user experiences, you can!

The ATO Small Business Consultation Panel comprises small business owners who help the ATO to deliver their services and you can even be paid for your time!

To find out more, visit