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Tax records

We file your receipts and invoices as they arrive, ready for 1 July.

Connect your email and invoices, receipts and statements file themselves; snap paper receipts when you pay. On 1 July your accountant gets the year as one file with the documents attached, and decides what you can claim.

  • Connect your email once
  • Snap paper receipts
  • Ready on 1 July
Connect your emailRecommended. Your personal inbox, read-only. Invoices, receipts and statements that arrive by email file themselves. It looks only for relevant emails and is built to leave personal mail alone.
Forward anythingSend anything else to your own Vaile address.
Photograph itPaper receipts, snapped when you pay.

Hospital and practice email is never connected.

Your tax records, as they arrive

Try it: snap a receipt. No categories to choose.

  • Your receipts appear here, dated and matched to your job.

Your 1 July pack: income statement, payslips and your receipts, ready for your accountant.

Your accountant decides what you can claim.

What it is

To lodge your tax return, you or your accountant need the year’s records: your income statement, receipts for work expenses and the documents behind anything you may be owed. Keep them as they arrive and nothing is missing on 1 July.

What to know

Good to knowWhat your 1 July pack holdsYour income statement, payslips, HELP balance, receipts, registration and union fees, records of placement travel and accommodation, and your enrolment record if you study. The documents an accountant asks for.Source: Vaile
RequirementOver $300 in claims needs written evidenceIf your work-related expense claims add up to more than $300, you need written evidence for all of them.Source: ATO
RequirementKeep records for five yearsThe ATO generally asks you to keep them for five years from when you lodge.Source: ATO
RequirementWhen your return is due31 October if you lodge yourself. Later through a registered tax agent, if you are on their books by 31 October.Source: ATO

What we do

  • Read your personal inbox for invoices and receipts, read-only
  • Keep, date and match your receipts
  • Assemble your pack for 1 July

What we don’t

  • Connect a hospital or practice mailbox
  • Tell you what is deductible
  • Total your deductions or lodge for you. A registered tax agent does that
  • Send your records to anyone without you

What you can claim

What the ATO says you can claim, by job.

Three rules for every claim: you spent the money and were not paid back, it relates directly to earning your income, and you have a record.

Nurses and midwives

The ATO’s guide and tax time toolkit

You can claim

  • Renewing your annual practising certificate, not the first one
  • Union and professional association fees
  • Agency commission, not joining or search fees
  • Protective clothing such as non-slip shoes or scrubs, and a compulsory uniform
  • Gloves, masks and sanitiser you buy yourself
  • A stethoscope and other work tools, and a fob watch
  • Work use of your own phone and internet; up to $50 with no records if use is incidental
  • Driving between two jobs on the same day
  • Study that maintains or improves the skills for your current work

You cannot claim

  • Normal trips between home and work
  • Conventional clothing, such as a white shirt and black pants, even if required
  • Vaccinations and flu shots, even if required for work
  • Childcare, or relocating for a new job
  • An ordinary watch
  • Study that only relates in a general way, or helps you get a new job

Source: ATO, Nurses and midwives, and the nurse or midwife tax time toolkit.

Paramedics

The ATO’s guide

You can claim

  • Renewing your registration, not the first application
  • Union and professional association fees
  • Protective clothing such as hi-vis jackets, gowns and non-slip shoes, unless your employer supplies them
  • Masks and sanitiser
  • The extra cost of a special licence or licence condition your duties need
  • Study that directly relates to your current work

You cannot claim

  • Normal trips between home and your regular workplace
  • Conventional clothing, even if your employer requires it
  • Getting or renewing a driver licence
  • Gym and fitness costs, except in very limited cases
  • Relocating for a new job

Source: ATO, Paramedics.

The ATO also publishes a guide for doctors, specialists and other medical professionals. Allied health, pharmacists and dentists have no guide of their own; the same three rules apply.