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Record keeping

Posted 26 Jul '24

Common Myths and Facts:

1. Bank Statements:
Bank or credit card statements alone usually aren't enough to support work-related         expense claims. You need written proof (typically a receipt) showing the supplier, cost, purchase date, date the receipt was issued, and the nature of the goods or services claimed.

2. Claims Over $300:
If you are claiming more than $300 in work-related expenses, you must have written evidence for all those claims. If the total is $300 or less, they don't need receipts, but they must show you spent the money and how you calculated the claimed amount.

3. No Automatic Deductions:
Some expenses, like laundry, don't require receipts, but you still need some record. For any work-related expense, you must follow these three rules:

  • Show private and work-related use (e.g., a diary)
  • Explain how you calculated the deduction amount.

4. Helping You Keep Proper Records: 

By following this simple guideline, you can ensure you have the necessary records to support your deductions to save on tax.

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