Quotation Expert logoQuotation Expert
Tax

Understanding Business Expenses: What You Can (and Can't) Claim

By Quotation Expert Team··4 min read
Back to Blog

Claiming all legitimate business expenses reduces your tax bill significantly — but claiming the wrong things creates problems. Here's a clear guide to what counts as a deductible business expense.

Why Business Expenses Matter

Every legitimate business expense you claim reduces your taxable profit — meaning you pay less tax. A business spending $30,000 on genuine deductible expenses at a 20% tax rate saves $6,000 in tax. That's real money.

The flip side: claiming expenses that aren't genuinely business-related creates tax risk and can attract penalties if challenged in an audit.

The goal is to claim everything you're entitled to — not more, not less.

The Golden Rule: "Wholly and Exclusively"

In most jurisdictions, a business expense is deductible if it's incurred "wholly and exclusively" for the purpose of your business. This principle handles most grey areas:

  • A business laptop: deductible (used exclusively for business)
  • A mobile phone used 80% for business, 20% personal: partially deductible (the business portion)
  • Dinner with your family, even if you discussed work: not deductible (not exclusively for business)
  • When an expense has a dual purpose (personal and business), you can usually deduct the business proportion — but the burden of proof is on you.

    Commonly Deductible Business Expenses

    Premises and Utilities

  • Rent or mortgage interest on business premises
  • Business rates (property tax)
  • Utilities: electricity, gas, water (at the business premises)
  • Cleaning and maintenance
  • If you work from home: a proportionate claim for home office costs (square footage of office ÷ total home square footage × relevant costs)
  • Staff and Labour

  • Employee wages and salaries
  • Employer pension contributions
  • Employer payroll taxes (national insurance, etc.)
  • Recruitment costs
  • Training and professional development directly related to your business
  • Travel

  • Business mileage (in your own vehicle, at the approved rate)
  • Public transport and taxis for business journeys
  • Flights and accommodation for business travel
  • Parking for business trips
  • Note: commuting from home to your regular workplace is typically not deductible in most jurisdictions.

    Equipment and Tools

  • Computers, printers, phones used for business
  • Tools and equipment for your trade
  • Office furniture
  • Vehicles used exclusively for business
  • Note: capital items (assets with a useful life of more than a year) are usually depreciated over time rather than fully expensed in the year of purchase — rules vary by jurisdiction.

    Professional Services

  • Accountant and bookkeeper fees
  • Legal fees related to your business
  • Business consultants
  • IT support
  • Marketing and Advertising

  • Website costs and hosting
  • Online advertising (Google Ads, social media ads)
  • Printed materials, signage, branded merchandise
  • PR and marketing agency fees
  • Software and Subscriptions

  • Business software (accounting, invoicing, project management)
  • Industry databases and subscriptions
  • Cloud storage
  • Insurance

  • Business insurance (liability, professional indemnity, property)
  • Vehicle insurance (business use proportion)
  • Key person insurance
  • Finance

  • Bank charges and fees
  • Merchant services fees
  • Interest on business loans
  • Factoring and invoice financing fees
  • What You Can't Claim

    Personal expenses run through the business. A new personal phone, personal holiday travel, or domestic grocery shopping — even if paid from the business account — are not deductible.

    Client entertainment in many jurisdictions. Business entertainment (taking clients to dinner, hospitality events) is specifically disallowed in many countries, including the UK. Check your local rules.

    Fines and penalties. Parking fines, late tax payment penalties, and regulatory fines are not deductible.

    Capital losses. If you sell a business asset at a loss, this is a capital loss — not an operating expense — and is treated differently.

    Record Keeping Requirements

    You must be able to prove every expense you claim. Keep:

  • Receipts or invoices (digital copies are fine in most countries)
  • Bank statements showing the payment
  • A note of the business purpose for any expense that might be questioned
  • Most tax authorities require records to be kept for 5-7 years. A shoebox of paper receipts that fade is a compliance risk — digital storage is far more reliable.

    Practical Tip: Record at the Point of Incurrence

    The best time to record and categorise an expense is immediately after it happens. Log it in your expense tracking system and attach the receipt while you remember what it was for. The alternative — reconstructing three months of expenses from bank statements — is time-consuming and leads to missed deductions.

    Quotation Expert's expense module lets you log expenses with category, amount, date, and description — feeding directly into your P&L and purchases reports so your financial picture is always current.

    Try it free

    Ready to simplify your business?

    Create professional invoices, track expenses, and manage your business — all in one place. Free to start, no credit card required.

    Related Articles

    Tax

    What Is a Tax Invoice? When You Need One and What It Must Include

    A tax invoice is different from a regular invoice in specific ways. Here's when you're required to issue one and what legally must be on it.

    Read article
    Tax

    How to Calculate VAT on an Invoice (With Examples)

    VAT calculations trip up many small business owners. Here's exactly how to calculate VAT for tax-exclusive and tax-inclusive prices — with worked examples.

    Read article
    Tax

    GST-Compliant Invoicing: What Every Business Needs to Know

    If your business is registered for GST (Goods and Services Tax), your invoices must meet specific legal requirements. Here's what to include, common mistakes to avoid, and how to stay compliant.

    Read article