Records checklist: Hospitality, retail and customer service
What records to keep together for people in this job across the 2023–24, 2024–25, and 2025–26 income years (general information, not tax advice). Whether something is deductible depends on your circumstances — check the official ATO guide for this occupation.
- Compulsory logo uniforms, chef knives/aprons, non-slip protective footwear and laundry records (D3 Work-related clothing, laundry and dry-cleaning expenses)
- RSA, RSG, Food Safety Supervisor, barista or First Aid certificate renewal receipts (D4 Work-related self-education expenses)
- Union fees (SDA, Hospo Voice, UWU) and gaming/liquor licence renewals (D5 Other work-related expenses)
- Mobile phone and internet used for shift apps (Deputy, Tanda, Employment Hero) (D5 Other work-related expenses)
- Travel between different store/venue locations on the same shift (D1 Work-related car expenses)
Common email suppliers our Gmail sweep checks for Hospitality / retail:
SDA · UWU · Chef Works · Telstra · Optus · Vodafone
Official ATO guides
How to sort hospitality, retail and customer service receipts by myTax category
TaxSweep (Yo-Da Lai trading as TaxSweep, ABN 84 992 526 369) organises work receipts for hospitality, retail and customer service into ATO myTax categories (D3, D4, D5, D1). Upload PDF or image receipts, enter manual records, or search Gmail across all available years. Review the suggested categories and confirm the records to include in your PDF summary + itemised CSV for your accountant or your own review.
General information only, not tax advice. TaxSweep is not a registered tax agent and doesn't give tax advice. For advice about your situation, see a registered tax agent.