Records checklist: Office, tech, finance and WFH workers
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.
- Home internet, NBN and mobile phone bills used while working from home (D5 Other work-related expenses)
- Work software, cloud tools and AI subscriptions (Microsoft 365, Adobe, GitHub, OpenAI, Zoom) (D5 Other work-related expenses)
- Monitors, keyboards, headsets, webcams, ergonomic chairs, desks and stationery (Officeworks, JB Hi-Fi) (D5 Other work-related expenses)
- Professional certifications, industry conferences and technical courses (Coursera, Udemy, AWS) (D4 Work-related self-education expenses)
- Professional body memberships (CPA, CA ANZ, ACS, Engineers Australia) and union fees (D5 Other work-related expenses)
- Client site travel, flights, hotels, Uber/taxi and parking between offices (D2 Work-related travel expenses)
Common email suppliers our Gmail sweep checks for Office / tech / WFH:
Officeworks · JB Hi-Fi · Aussie Broadband · Telstra · Optus · Microsoft · Adobe · Apple · Uber
Official ATO guides
How to sort office, tech, finance and wfh workers receipts by myTax category
TaxSweep (Yo-Da Lai trading as TaxSweep, ABN 84 992 526 369) organises work receipts for office, tech, finance and wfh workers into ATO myTax categories (D5, D4, D2). 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.