Audit support guide

What the ATO looks for, what records to keep, and how to handle it if you're reviewed.

What records to keep

Income records

  • PAYG payment summaries from all employers
  • Bank interest statements
  • Dividend statements
  • Receipts for any other income

WFH expenses

  • TaxMate WFH log (exported CSV)
  • Electricity and internet bills (if using actual cost)
  • Receipts for home office equipment
  • Diary record of hours worked from home

Work-related expenses

  • Receipts for items over $10 (ATO can ask)
  • Uniform or protective clothing receipts
  • Union or professional association fee receipts
  • Course or conference receipts for self-education
  • Vehicle logbook (if claiming travel)

How long to keep records

The ATO requires you to keep all tax records for 5 years from the date you lodged your return. For most people, keeping records from the last 5 tax years is sufficient. Store them digitally — scans or photos of receipts are accepted.

What triggers an ATO review?

  • Claims significantly higher than others in the same occupation
  • Large or unusual deductions (e.g. $5,000+ in work-related expenses)
  • Rental property losses claimed year after year
  • Mismatches between pre-filled data and what you entered
  • Random compliance checks (the ATO does these — they're not personal)

If you're audited

  1. 1
    Don't panic.

    Most ATO reviews are correspondence-based — they send you a letter asking for specific records.

  2. 2
    Respond by the deadline.

    You typically get 28 days. Ignoring it makes things worse.

  3. 3
    Only provide what's asked for.

    If they ask for WFH evidence, send your WFH log and bills. Don't send everything you have.

  4. 4
    Get help if needed.

    A registered tax agent can represent you. The ATO also has a free taxpayer assistance service.

  5. 5
    Dispute if you disagree.

    You can object to an ATO decision within 4 years. The process is outlined on ato.gov.au.

Common audit triggers for salaried employees

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The ATO uses industry benchmarks. For a salaried office worker claiming $2,000+ in work-related expenses, you're above the average and more likely to be reviewed. This doesn't mean you shouldn't claim what you're entitled to — just make sure you have records to back it up. TaxMate's WFH log gives you a proper record.