A figure in your accounts is a claim. The receipt is the evidence for it, and the ATO can ask for evidence up to five years after you lodge.
Attach it as you record the expense
The expense form has a file field. Pick the photo or PDF at the same time as you enter the amount, and the receipt is stored against that expense from the moment it exists.
That is the habit worth building. A shoebox of receipts you plan to match up in July is how people end up under-claiming.
If the upload fails
Recording the expense and attaching the receipt are two separate steps under the hood. If the file upload does not go through, the expense is still saved rather than thrown away, so you never lose the number because the photo was too big or the signal dropped.
Open the expense afterwards and attach the file again.
What makes a receipt usable
- The supplier name and their ABN
- The date
- What was bought
- The amount, and whether GST was charged
A bank statement line is not a receipt. It shows money left your account, not what it bought or whether there was GST in it.
Where it goes next
Once the receipt is attached it travels with the expense into your reports and your BAS working. See GST on an expense for how the amount is split.
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