Invoices for tax refund

Are invoices or receipts necessary for all items you claim back through tax?
Is it possible instead to have a printout of an email from the service provider stating price, job contracted for, job number and bank account details AND have a printout of your bank statement showing payment for that particular job ID. It's just gonna be a hassle chasing up everyone for invoices.
 
I think if it's for declaring income then should be okay as the ato may ask for your bank statement to audit your income trail and then cross reference with data files you may have
But if it's for claiming expenses you need a valid/compliant tax invoice.
 
Are invoices or receipts necessary for all items you claim back through tax?
Is it possible instead to have a printout of an email from the service provider stating price, job contracted for, job number and bank account details AND have a printout of your bank statement showing payment for that particular job ID. It's just gonna be a hassle chasing up everyone for invoices.

These records may be acceptable for a individual taxpayer. Suitable records can include emails and similar records. There is a no ABN checking and withholding requirement and the quotation may be a form of contract. However it may also be a poor practice if the identity of the counterparty cant be identified using either ABN , Name and or address. You run the risk the ATO could deny deductions and allow you to object with acceptable substantiation of your claims costs. Note also suitable records need to indicate dates - Emails are fine for this.

https://www.ato.gov.au/Individuals/...s-you-need-to-keep/What-is-written-evidence-/
 
These records may be acceptable for a individual taxpayer. Suitable records can include emails and similar records. There is a no ABN checking and withholding requirement and the quotation may be a form of contract. However it may also be a poor practice if the identity of the counterparty cant be identified using either ABN , Name and or address. You run the risk the ATO could deny deductions and allow you to object with acceptable substantiation of your claims costs. Note also suitable records need to indicate dates - Emails are fine for this.

https://www.ato.gov.au/Individuals/...s-you-need-to-keep/What-is-written-evidence-/

Important to note that the above view ONLY applies to individual non-business taxpayers.

If a taxpayer has an ABN the withholding obligations affect how the taxpayer must treat primary substantiation records. If a tax invoice etc does not adequately satisfy the tax invoice rules (ie no ABN, no address no date etc) then the ABN holder would be obliged to withhold from the payment. This shifts the penalty for error onto the taxpayer making the payment rather than the recipient. A bit unfair it is the foundation for integrity of the payment system.
 
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