Turn “What can I claim?” into a 5-minute, high-value conversation
The TaxFitness Occupation Deductions Advisory System gives accountants ready-to-use deduction guidance for 500+ occupations – so you can answer client questions with confidence, consistency, and clear ATO-aligned logic.
No guesswork. No Googling. No vague “it depends.”
Just practical, occupation-specific deduction fact sheets you can rely on.
What the system actually does
The Occupation Deductions Advisory System gives you a structured way to talk deductions with salary, wage and contractor clients – without getting bogged down in one-off research.
For each occupation you get a one-page fact sheet that clearly sets out:
- Overview of the role and typical work context
- Typical deductible expenses
- Common non-deductible expenses
- ATO risk and audit flags
- Evidence and record-keeping checklist
- Practical claim examples
You’re not promising “maximum refund at any cost.”
You’re giving clients sensible, supportable deductions – and protecting yourself at the same time.
Sample occupation deduction fact sheets
Here’s what a typical one-pager looks like – clear headings, practical language, and no fluff.
- Nurses
- Uniforms, shoes, CPD, registrations, shift-based travel, what’s in/out, and high-risk claims to avoid.
- Electricians
- Tools, vehicles, travel between sites, workwear, home-office use, plus common non-deductible areas.
- Teachers & Education Professionals
- Classroom resources, PD, home prep, excursion travel – and clear lines around private vs work expenses.
- Truck Drivers
- Long-haul vs local, meal and travel rules, logbook expectations, and ATO hot-spots for the industry.
- Retail & Hospitality Staff (e.g. café workers)
- Uniforms, shoes, limited self-education, technology use – and why most “I use it at work” claims fail.
(Inside the software, each occupation is presented as a clean, one-page fact sheet ready for use with clients or internal training.)
Where it sits in TaxFitness
The Occupation Deductions Advisory System is one module inside TaxFitness – alongside tax planning, Top 20% business benchmarking and business advisory tools.
Use it:
- During individual tax returns
- For salary and wage reviews
- As part of new staff training
- When responding to ATO queries or reviews
It’s there to make life easier – for you, your team, and your clients.
Why we built it
Every tax season the same thing happens:
- Clients turn up with a bag of receipts and vague ideas about what “someone told them they could claim.”
- Staff take shortcuts or apply their own interpretation – and suddenly the firm has three different answers to the same question.
- Partners wear the risk if the ATO comes knocking.
Most of this disappears when you have a clear, written position on what is normally deductible for a specific occupation – and what isn’t.
That’s what this system gives you.
How accountants use it in practice
Firms use the Occupation Deductions Advisory System to:
- Train junior staff on what’s reasonable for each occupation
- Standardise advice across all preparers
- Reduce push-back from clients (“it’s not just my opinion – this is our firm’s position”)
- Support positions in the event of ATO review or objection
- Quickly identify extra deduction opportunities that often get missed
It turns deduction discussions into a short, sharp advisory moment – not a long debate at the front counter.
What’s covered – 500+ occupations
The database covers over 500 occupations across:
- Trades and construction
- Health and medical
- Professional services and finance
- Retail, sales and hospitality
- Transport and logistics
- Public sector and emergency services
- Arts, media and entertainment
- Education, childcare and community services
- Mining, resources and engineering
- Office, admin and support roles
Each fact sheet follows the same structure so your team can navigate them in seconds.
