Tax Return Records & Expense Checklist
A simple one-page checklist of the expenses most people ask about. Tick what applies, fill in an amount where you can, and keep every receipt. This helps us identify what to discuss with you, not a guarantee any item is claimable.
Important: These resources are provided to help you gather information and maintain records for your tax return. They are general in nature and are not tax advice. Whether an expense is deductible depends on your individual circumstances and the requirements of Australian tax law. Tax Insights will review all information before preparing your tax return.
You're welcome to print this page instead and fill it in by hand, or type straight into the PDF version on a computer or phone.
Work-related expenses
- Tools, equipment, licences, registrations and union fees
- Protective clothing, uniforms and laundry
Working from home
- Hours worked from home for the year
- Home office equipment purchased
Car (for work travel, not commuting)
- Work kilometres travelled, or a 12-week logbook
- Running costs, if using the logbook method
Phone and internet
- Work-use percentage of your plans
Self-education
- Course fees, textbooks and related travel connected to your current job
Donations
- Gifts of $2 or more to organisations endorsed as deductible gift recipients
Other
- Income protection insurance held outside super
- Last year's tax agent fee
Claims must be genuine work expenses, not private in nature, and you'll need records to support them. Keep receipts for five years from the date you lodge.
Want it done for you?
Send us this list and we take it from there. Fixed fee, quoted first.