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  • Additional information about myDeductions for tax professionals

    When your clients use myDeductions:

    • they can email you a spreadsheet (CSV format) or complete a backup file of their records with photos and receipts, at any time
    • from 1 July each year, they can upload their records to us and you can access them through the practitioner lodgment service (PLS)
    • you can easily sort through expenses to work out what is claimable.

    On this page:

    Accessing your clients' data

    If your client uses the upload feature in the myDeductions tool, you can access their data through the PLS. It will display the same information that is available to them in myTax. Some of their information may be consolidated for pre-filling.

    Alternatively, your client can email you a spreadsheet (in CSV format) directly from the tool. This will provide you with the client's unconsolidated income and expenses. However it will not include photos.

    Accessing clients' photos

    Apple and Android

    To send photos and other data, your client must complete a back up in the ATO app. Once completed, photos and other data will be available in a .zip file which they can send to you. If you only require one or two photos, your client can open the .zip file and send you the individual photos.

    Alternatively, your client can take a screenshot of the photo or photos and send them directly to you.

    Consolidating myDeductions data

    The uploaded data provided to you through the PLS will be the same information available in myTax. The data is available as soon as your client has successfully completed the upload.

    While individual records are uploaded, they may be added together so they can be pre-filled within the client's tax return.

    To see what records went into each of the deduction labels, ask your client to send you their data, see Sharing data via email.

    Table: How uploaded myDeductions records are pre-filled

    Label

    How records will be pre-filled

    Pre-fill limit

    Work-related car expenses

    Each vehicle will be listed separately

    A calculation method may need to be selected if your client is eligible to use either the logbook or cents per kilometre method

    Maximum of 10 vehicles

    Work-related travel expenses

    Individual expenses rolled up and grouped by sub-type for each vehicle

    Display sub-category amount (max. seven)

    Display at vehicle level (up to 20, minus number of sub-categories)

    Work-related uniform expenses

    All items rolled up and grouped by sub-types

    Up to four entries (sub types)

    Work-related self-education expenses

    Individual expenses rolled up and grouped by sub-types and vehicles

    Up to three entries for sub-categories:
    – General expenses
    – Repair expenses
    – Non-deductible expenses

    Display at vehicle level (up to 20, minus number of sub-categories)

    Other work-related expenses

    If there are 50 or less records, each record is displayed

    If there are more than 50 records, roll up and group by sub-type

    < 50 records, all records will display

    >50, all records are rolled up and displayed at the sub-category level

    Gifts or donations

    If there are 20 or less records, each record is displayed

    If there are more than 20 records, roll up into a single entry

    < 20 records, all records will display

    >20, all records are rolled up into one. Display one entry

    Cost of managing tax affairs

    If there are 20 or less records, each record is displayed

    If there are more than 20 records, roll up into a single entry

    < 20 records, all records will display

    >20, all records are rolled up at sub-category level

    Interest deductions

    If there are 20 or less records, each record is displayed

    If there are more than 20 records, roll up into a single entry (only available from 2017–18)

    < 20 records, all records will display

    >20, all records are rolled up into one. Display one entry

    Dividend deductions

    If there are 20 or less records, each record is displayed

    If there are more than 20 records, roll up into a single entry (only available from 2017–18)

    < 20 records, all records will display

    >20, all records are rolled up into one. Display 1 entry

    Other deductions

    Individual expenses rolled up and grouped by sub-types (only available from 2017–18)

    Up to four entries

    Election expenses

    All election expenses rolled up and consolidated into a single entry. Rolled up from myDeductions expenses type 'Other deductions,' sub-type 'Election expenses' (only available from 2017–18)

    Up to one entry

    Business income

    All income rolled up and consolidated into a single entry (only available from 2017–18)

    Up to one entry

    Business repairs and maintenance

    All expenses rolled up and consolidated into a single entry (only available from 2017–18)

    Up to one entry

    Business motor vehicle expenses

    All expenses and calculated trip values will be rolled up and consolidated into a single entry

    Up to one entry

    Business all other expenses

    All expenses rolled up and consolidated into a single entry

    Up to one entry

    How we access and use your clients' myDeductions data

    myDeductions saves data to your client’s device and doesn't automatically send it to us. We cannot see their myDeductions data unless they choose to send it to us.

    We will only access or use your client's data when:

    • they choose to upload it – this only includes data from your client’s income, expenses, trips and logbooks, not the photos
    • we need to verify information in their tax return
    • we need it for analytical purposes.

    Your clients' record-keeping obligations don't change – they need to keep a copy of their data and any associated evidence, such as photos, to substantiate their claims.

    Find out about:

      Last modified: 01 Jul 2020QC 46409