EOFY Tax Deduction Calculator Checklist: What Work-Related Expenses You Can Actually Claim

What counts as a work-related expense?

To claim a work-related expense, you must meet the three key tests set by the ATO:

1. You must have spent the money yourself and not have been reimbursed.
2. It must be directly related to earning your income.
3. You must have a record to prove it.

These requirements apply regardless of your occupation.

Records you need to keep

The ATO requires you to keep written evidence of your expenses. This can include receipts, invoices, bank or credit card statements, or other documents that show the amount, date, and nature of the expense.

You must keep these records for five years from the date you lodge your tax return.

What you cannot claim

Some expenses are not deductible even if they relate to your work. These include:

• Private or domestic expenses, such as travel between home and work.
• Expenses that are not directly related to earning your income.
• Expenses already reimbursed by your employer.

Next steps

Before you lodge your return, review your expenses against the three tests and gather your records. If you are unsure about a particular expense, you can check the ATO’s guidance or seek professional advice.

Remember, only claim what you are entitled to—keeping accurate records and staying within the rules ensures a smooth EOFY.