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Record of Income & Expenses
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How to use this spreadsheet
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Add or remove columns where appropriate. Many of these will not apply to you.
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No need to provide date or description. Only relevant for asset purchases over $300 e.g. laptop
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ATO guides; Take a look at these fantastic ATO guides on common work deductions
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Percentage claim; If claiming a percentage (e.g. phone or internet) provide cost at 100%, and notify us the percentage you wish to claim.
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Work from home; Special rules apply. See ATO website here. If you wish to claim using per hour method, provide;
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On average, how many hours per week do you work from home?
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Motor vehicle; Use our motor vehicle spreadsheet if you have a logbook
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Interstate or international travel; Use our travel spreadsheet.
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Income; For sole traders only. Use other sheet. Ignore if not applicable.
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GST; Provide all figures as GST inclusive (includes the 10%). Ignore if not applicable.
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Date
Description
StationeryEquipment Under $300Equipment over $300Home PhoneMobileInternetSoftware/WebsiteAdvertisingComputer ExpensesAccounting FeesLegal feesBank chargesReference or research materialTaxisTollsProtective Clothing
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