Importance of good record keeping when claiming work-related expenses
Liz Gibbs • August 16, 2024

Importance of good record keeping when claiming work-related expenses


The ATO is advising taxpayers that having records to substantiate claims is essential to prove deductions can be claimed, having regard to the following in particular:



A bank or credit card statement on its own will generally not be enough evidence to support a work-related expense claim. Taxpayers instead need detailed written evidence such as a receipt.


If a taxpayer's total claim for deductible work expenses is $300 or less, they can claim a deduction without written evidence, but they must still be able to show that they spent the money and how they calculated the amount being claimed.


While some deduction types do not require receipts (e.g., laundry expenses), some kind of record may still be necessary. Taxpayers may also need a record that shows their private and work-related use (e.g., a diary), and how the amount claimed as a deduction was calculated. For cars, see the record keeping requirements here


Need Help with your Business, Bookkeeping, Tax or SMSF requirements?

If you would like a little help, please get in touch with us for assistance. We can help with your business, bookkeeping, tax and SMSF requirements.


Please also note that many of the comments in this publication are general in nature and anyone intending to apply the information to practical circumstances should seek professional advice to independently verify their interpretation and the information’s applicability to their particular circumstances. Should you have any further questions, please get in touch with us for assistance with your SMSF, business, bookkeeping and tax requirements. All rights reserved. Brought to you by RGA Business and Tax Accountants. Liability Limited by a scheme approved under Professional Standards Legislation.



Understand your team better, delegate smarter and plan for growth
By Liz Gibbs August 21, 2026
Do you really know what each team member is good at? A simple people profile fixes that — and builds a team that works.
St Paul's Cathedral London
By Liz Gibbs August 14, 2026
Same job, three mindsets. Learn how showing your team the "cathedral" — not just the bricks — builds purpose, pride and performance.
Brendale Office closed today
By Liz Gibbs August 10, 2026
Brendale Office closed today Monday 10 August for the Moreton Bay Ekka Holiday. Please call us 07 3289 1700 or email reception@RGAaccounting.com.au and we will get back to you as soon as we can.
More Posts