Help and guides
Prepare an office pod brief for your tax adviser
Keep the purchase facts together so your adviser can assess the treatment for your business and tax year.
Why the invoice matters
The treatment can depend on the purchaser, business use, asset classification, dates and applicable rules. A purchase price is not automatically an immediate deduction. Separate the pod, furniture, installation and other costs for your adviser.
ATO guide to depreciating assets explains the general distinction between capital expenditure and deductions over time. Ask your adviser which rules apply now.
Copy or print this brief
Purchaser/legal entity: __________
ABN and GST registration: __________
Location and business activity: __________
Business/private use: __________
Pod model and configuration: __________
Pod / furniture / installation / site-work costs: __________
GST shown on invoice: __________
Order, payment, delivery and ready-for-use dates: __________
Outright purchase or finance agreement: __________
Supporting invoice and agreement: __________
Ask before assuming a saving
- Which entity is entitled to any deduction?
- What is the appropriate asset and cost treatment?
- When is any deduction available and how does business use affect it?
- How should GST, finance costs or later relocation/disposal be treated?