End of Financial Year Expense Checklist

• Tools and equipmentAnything bought to do the work with, including repairs. Larger items may be treated differently from small ones, so keep the receipt and the purchase date.
• Phone and internetUsually a work-use share rather than the whole bill. Keep the bills and a note of how you worked the percentage out.
• Software and subscriptionsThe ones that renew quietly are the ones that get missed. Check the card statement for annual renewals you have forgotten.
• Protective clothing and uniformsSafety gear, high visibility clothing, sun protection, and laundry of protective or uniform items. Everyday clothing is a different matter.
• Training and coursesCourses, tickets and renewals related to the work you already do. Keep the invoice and what the course was.
• Memberships, licences and unionsAnnual by nature, which is exactly why nobody has a system for them. Check for renewals charged during the year.
• Work travel, parking and tollsFares, parking, tolls and accommodation for work travel. Trips in your own car go under car expenses.
• Car expensesClaimed by cents per kilometre or by the logbook method, and both need the trips themselves, not only receipts. HeyJerni's Drive records each trip by GPS and keeps the logbook.
• Home office running costsPower, internet and the running costs of working from home. Different methods exist and they have different record requirements.
• Professional and financial feesAccounting, legal, insurance and similar fees related to your work or business.
• Anything else with a receiptThe odd purchase that fits nowhere. Keep it recorded with a note about what it was for and sort the category later.

This checklist is a prompt for your own records. It is not a list of deductions, and nothing here says an expense is claimable. Whether an expense is deductible depends on your work, your circumstances and current ATO rules. A registered tax agent is the person to ask.

Frequently asked questions

Related pages

• Tax receipt app for AustraliaKeeping records until you lodge, then exporting them.
• Work-use expense calculatorWork out the work portion of a mixed expense.
• Expense tracker AustraliaThe financial-year workflow the checklist assumes.
• How long to keep receipts for tax in AustraliaThe record-keeping rules in plain English.

Australian references

• ATO: deductions you can claim
• ATO: records you need to keep

Last reviewed: September 2026. Tax information on this page is based on publicly available Australian Taxation Office guidance. HeyJerni is a record-keeping tool and does not provide tax or financial advice.