Records checklist: Sales, real estate and field reps
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.
- Car logbook, fuel, servicing, tolls (Linkt) and parking for client visits and open homes (D1 Work-related car expenses)
- Real estate certificate/licence renewal, CPD points and REIA/industry memberships (D5 Other work-related expenses)
- Mobile phone and home internet bills used for client calls, CRM and listings (D5 Other work-related expenses)
- Client presentation materials, lockboxes, signage, photography or home office stationery (D5 Other work-related expenses)
- Regional or interstate conference and client travel (flights, accommodation, meals) (D2 Work-related travel expenses)
Common email suppliers our Gmail sweep checks for Sales / real estate:
Linkt · Wilson Parking · Telstra · Optus · Officeworks · Canva · Qantas · Virgin Australia
Official ATO guides
How to sort sales, real estate and field reps receipts by myTax category
TaxSweep (Yo-Da Lai trading as TaxSweep, ABN 84 992 526 369) organises work receipts for sales, real estate and field reps into ATO myTax categories (D1, D5, 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.