Institute of Certified Bookkeepers

The ATO continues to work with tax practitioners and members of the Tax Practitioner Stewardship Group to develop programs that will increase the visibility of work related expense deductions claimed by clients of tax agents.

The ATO shared the results of their pilot programs aimed at assisting agents with higher and lower risk WRE claims to improve their return preparation practices and capability. The sharing of the WRE risk profile of the practice (including a list their higher risk claimants) and discussing ATO concerns openly received positive feedback from over 60% of agents.

This year tax agents can view taxpayer's 2016 work-related expense claim as part of the pre-fill report (where claims are assessed as high in comparison with peers). Discussion centred on the usefulness of being able to share this information from the ATO at the return preparation stage.

The ATO have been exploring a number of options to improve the transparency of information in assisting you correctly claim work related expenses. This included expanding the existing risk messaging to all software platforms and channels and looking at the feasibility of providing real time analytical prompts at the point of pre-lodgement.

These options will be explored by the newly formed WRE working party which will focus on co‑designing administrative strategies. This will be ranging from help and guidance, through to targeting those agents and their clients who engage in deliberate over claiming and enjoy an unfair advantage.

The program will be expanded to 1,000 agents for this tax time.


  • Updated: 22nd September, 2017