113 lines
3.2 KiB
YAML
113 lines
3.2 KiB
YAML
name: PAYG Employee
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layer: primary
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description: |
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Salary or wage earner with tax withheld by employer.
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Suitable for standard employment situations with work-related expense deductions.
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categories:
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- name: "Salary/Wages"
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parent: null
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description: "Employment income from salary or wages"
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- name: "PAYG Tax Withheld"
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parent: null
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description: "Tax withheld from salary by employer"
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- name: "Work Expenses"
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parent: null
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description: "Work-related expenses that may be tax deductible"
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- name: "Work Expenses:Uniforms"
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parent: "Work Expenses"
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description: "Uniforms, protective clothing, laundry"
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- name: "Work Expenses:Tools & Equipment"
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parent: "Work Expenses"
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description: "Tools and equipment required for work"
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- name: "Work Expenses:Vehicle"
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parent: "Work Expenses"
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description: "Vehicle expenses for work travel (excl. commuting)"
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- name: "Work Expenses:Self-Education"
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parent: "Work Expenses"
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description: "Study directly related to current employment"
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labels:
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- name: "Tax Deductible"
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description: "Work-related expense claimable on tax return"
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color: "green"
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auto_apply: false
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- name: "Requires Receipt"
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description: "Receipt required for ATO substantiation"
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color: "yellow"
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auto_apply: false
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- name: "Work Expense"
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description: "Work-related expense"
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color: "purple"
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auto_apply: true
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rules:
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- id: salary-payment
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pattern: "salary|wage.*payment|payroll|fortnightly.*pay"
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category: "Salary/Wages"
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confidence: high
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description: "Detect regular salary/wage payments"
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- id: payg-tax
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pattern: "PAYG.*tax|tax.*withheld|ATO.*payment"
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category: "PAYG Tax Withheld"
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confidence: high
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description: "Detect PAYG tax withholding"
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- id: uniform-expense
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pattern: "uniform|workwear|protective.*clothing|laundry.*work"
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category: "Work Expenses:Uniforms"
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confidence: medium
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description: "Detect uniform and protective clothing expenses"
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labels: ["Tax Deductible", "Work Expense"]
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- id: work-tools
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pattern: "tools?|equipment|laptop.*work|computer.*work"
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category: "Work Expenses:Tools & Equipment"
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confidence: medium
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description: "Detect work tool and equipment purchases"
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labels: ["Tax Deductible", "Requires Receipt", "Work Expense"]
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- id: work-vehicle
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pattern: "fuel.*work|parking.*work|tolls.*work|uber.*work"
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category: "Work Expenses:Vehicle"
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confidence: low
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description: "Detect work-related vehicle expenses (requires verification)"
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labels: ["Tax Deductible", "Requires Receipt", "Work Expense"]
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tax_tracking:
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bas_enabled: false
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payment_summary_reconciliation: true
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work_expense_threshold: 300
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logbook_required: false
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alerts:
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- type: work_expense_threshold
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trigger: annual_total_exceeds
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threshold: 300
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category: "Work Expenses"
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message: "Work expenses exceed $300 - ensure you have receipts for all claims"
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- type: eofy_reminder
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schedule: annual
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before_date: "06-15"
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message: "EOFY approaching - gather payment summary and work expense receipts"
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dependencies:
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requires: []
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conflicts_with: ["sole-trader", "small-business"]
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metadata:
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created: "2025-11-22"
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version: "1.0.0"
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author: "Agent Smith"
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priority: 1
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