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Small Business Tax Offset Calculator Australia — FY 2025-26

The Small Business Tax Offset Calculator Australia helps eligible small business owners reduce their tax bill by applying the ATO's small business tax offset.

People Also Ask

The small business tax offset is set at 13% of the tax payable on your business income, capped at $1,000 per individual for the 2025-26 financial year.
Sole traders, partners in a partnership, and beneficiaries of a trust that carries on a business are eligible. Your aggregated turnover must be less than $50 million.
No, the small business tax offset is only available to unincorporated businesses. Companies benefit from the lower corporate tax rate instead, which is 25% for base rate entities.
Yes, the ATO generally calculates the offset automatically when you lodge your tax return. However, using this calculator helps you estimate it in advance for better planning.
4 min readLast updated: 2026-05-26

About the Small Business Tax Offset Calculator

The Small Business Tax Offset Calculator Australia helps eligible small business owners reduce their tax bill by applying the ATO's small business tax offset. If you operate a business with aggregated turnover under $50 million, you may qualify for a tax offset of up to $1,000. This tool calculates exactly how much you can claim based on your business structure and income.


What is the Small Business Tax Offset Calculator?

The small business tax offset is a tax break introduced by the Australian Government to support unincorporated small businesses, including sole traders and partnerships. For FY 2025-26, the offset is calculated at 13% of the tax payable on your business income, capped at $1,000. This calculator takes your business net income, applies the offset percentage, and determines how much you can reduce your overall tax liability. It is important to note that the offset is non-refundable, meaning it can only reduce your tax to zero but will not generate a refund. Eligible businesses must have an aggregated turnover of less than $50 million, and the offset applies only to the tax attributable to your business income. Using this calculator ensures you do not miss this valuable concession, especially as many sole traders overlook it during tax time. The ATO automatically calculates the offset for most taxpayers, but understanding how it works helps you plan your finances more effectively.


How to Use This Calculator

  1. 1Enter your business net income: Input the total assessable business income after deducting allowable expenses for the financial year.
  2. 2Provide your total taxable income: Include all income sources such as wages, investments, and business earnings so the calculator can determine your marginal tax rate.
  3. 3Select your business structure: Choose sole trader, partnership, or trust to confirm your eligibility for the unincorporated small business tax offset.
  4. 4Confirm your aggregated turnover: Enter your total annual turnover including income from all associated entities to verify the $50 million threshold.
  5. 5Review your calculated offset: The tool displays your offset amount as 13% of the tax on your business income, capped at $1,000.
  6. 6Adjust for previous offset claims: If you have already claimed the offset in a prior year, the calculator accounts for any carry-forward limitations.
  7. 7Save your tax offset estimate: Download the result to share with your tax agent or keep for your personal tax planning records.

Worked Australian Example

Practical Example

Consider Marco, a plumber operating as a sole trader in Adelaide, South Australia. Marco's plumbing business generated a net income of $92,000 this financial year after deducting expenses such as tools, vehicle costs, and materials. His total taxable income, including some rental property income, is $108,000. Using the Small Business Tax Offset Calculator Australia, Marco enters his business net income of $92,000 and his total taxable income of $108,000. The calculator applies the marginal tax rate of 37% to his business income, working out the tax payable on that portion. It then applies the 13% offset, which comes to approximately $4,425. However, because the offset is capped at $1,000, Marco receives a reduction of $1,000 on his total tax bill. This brings his tax liability down from roughly $28,300 to $27,300, putting extra cash back into his business for new equipment.


Common Small Business Tax Offset Calculator Questions

The small business tax offset is set at 13% of the tax payable on your business income, capped at $1,000 per individual for the 2025-26 financial year.
Sole traders, partners in a partnership, and beneficiaries of a trust that carries on a business are eligible. Your aggregated turnover must be less than $50 million.
No, the small business tax offset is only available to unincorporated businesses. Companies benefit from the lower corporate tax rate instead, which is 25% for base rate entities.
Yes, the ATO generally calculates the offset automatically when you lodge your tax return. However, using this calculator helps you estimate it in advance for better planning.
No, the offset is calculated based on the tax payable on your business income. If your business made a loss, there is no tax attributable to business income and therefore no offset.


Reviewed by

BizMetrixs Team

Australian Financial Specialists

This Small Business Tax Offset Calculator Australia calculator provides estimates only. Results are based on ATO 2025-26 published rates and general calculation methods. Individual circumstances may vary. This tool is for informational and educational purposes only and does not constitute financial, tax, or legal advice. For personalised advice, consult a registered tax agent or financial adviser.