Accounting clerks: what you can and can’t claim at tax time

If you work as an accounting clerk, bookkeeper support, or in an admin/finance role, tax time can be confusing. We see a lot of people accidentally overclaiming or missing out simply because they’re not sure what the ATO allows.

Here’s a straightforward guide to help you get it right.

Common Deductions You Can Claim

• Training directly related to your current job – Excel, payroll, Xero/MYOB, reconciliations
• Work-related reference materials – payroll guides, accounting manuals
• Laptop or computer accessories – claim work-use % (items over $300 are depreciated)
• Work-related software – payroll tools, Excel add-ins
• Working-from-home running costs – hours log required
• Travel between workplaces or training – not home to work
• Stationery and office supplies
• Union/professional fees
• Phone & internet – claim only the work percentage

Expenses You Can’t Claim

• Ordinary office clothing (shirts, skirts, shoes)
• Commuting from home to the office
• Coffee, snacks and general meals
• Courses aimed at changing careers or moving into a different role
• Full cost of personal devices or internet
• Rent or mortgage for home office (very strict rules)

ATO Audit Flags

• Claiming normal clothes as “workwear”
• No log for phone, internet or WFH hours
• Study that’s not directly linked to current duties
• Travel with no clear work purpose

If you want your deductions done properly — without the stress — your local Success Tax Professionals practice is here to help.