GUIDE TO:
Home Office Costs

HELP WITH STEPS

Period

  • The period you enter into the workpaper will feed through to the client survey. So it's a good idea to enter the full period e.g. 1 April 2019 to 31 March 2020. This will make it nice and clear for your client (and prevent them supplying data for the calendar year, if you were to be vague and only enter 2020).

 

Supply of Information

  • The survey gives your client three methods of supplying the information:

    • Upload their own spreadsheet / file: Some clients already have their own spreadsheet which they've been using to keep track of their home office costs. If they can choose this option, the survey will allow them to upload that file to you.

    • Download a spreadsheet template to fill out: If they choose this option, the system will give them access to a generic home office spreadsheet for filling out, then uploading. If you have your own spreadsheet that you'd like your client to fill out, you could send this to them in a separate email or customise the home office costs template so it includes your own version (this can be complex - contact us and we can do this for you).

    • Fill in the survey: if the client chooses this option, the survey will open up a series of questions for them to answer.

Review of information

  • Although the survey asks for only costs which haven't already been claimed in previous GST returns or already recorded in the accounting software - some clients are bound to double-up, so it's definitely worth checking for this.

  • The survey also asks for the amounts including GST - this should also be checked.