Expense Claim Policy

An Expense Claim Policy is an important part of your business’ HR and employment policies.

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Last updated October 21, 2025

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Suitable for Australia

Expense Claim Policy

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What is a expense claim policy?

An expense claim policy sets out which employee expenses can be reimbursed and the process for claiming them, helping ensure consistency and clarity in handling work-related costs.
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When should you use a expense claim policy?

You should use an expense claim policy when your business reimburses employees for work-related expenses and you want clear rules and procedures to manage claims and approvals.
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What should be in a expense claim policy?

A policy should include which expenses are covered, which are not, the claim and approval process, documentation requirements, and any specific rules for booking or pre-approval.
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Frequently asked questions

What is a expense claim policy?

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When should you use a expense claim policy?

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What should be in a expense claim policy?

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Who benefits from having this policy in place?

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What expenses are typically not reimbursable?

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Are there any risks or limitations to be aware of?

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What steps should I take to implement this policy?

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View Sample Expense Claim Policy

Expense Claim Policy
risk level indicator at Low level

The Legal Risk Score of a Expense Claim Policy Template is Low

Our legal team have marked this document as low risk considering:

  • The policy requires pre-approval from a manager or the CEO for certain expenses, which could delay or complicate reimbursement if timely approvals are not obtained.
  • Employees must provide detailed documentation, including receipts and justification for expenses, which could be challenging if proper records are not maintained or if the documentation is lost.
  • The policy specifies non-reimbursable expenses and requires bookings to be made through specific channels, which might limit flexibility and increase the personal financial burden if not adhered to.

This document imposes structured and detailed requirements on expense claims, which may reduce the risk of unauthorised or fraudulent claims but could also increase the administrative burden on employees. Compared to other policies, this document provides clear guidelines and expectations, which, if followed, can minimise misunderstandings and disputes over reimbursements, but it requires diligent record-keeping and adherence to specific procedures.

Articles about Expense Claim Policy

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EOFY 2025: What You Can’t Claim on Tax

This article will dissect that you can and cannot claim in taxes this end of financial year 2025.

EOFY 2025: ATO’s Weirdest Rejected Tax Deductions
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EOFY 2025: ATO’s Weirdest Rejected Tax Deductions

Discover the ATO’s strangest rejected tax deductions for EOFY 2025 and learn what you can actually claim. Avoid costly mistakes with our tax tips.

What Home Office Expenses Can You Claim on Tax?
By Anjaly Tessa Saji|Jul 1, 2019

What Home Office Expenses Can You Claim on Tax?

Planning on claiming deductions for your home-based business? This guide will give you a brief overview of the different expenses you can claim.

Can Legal Fees be listed as a Business Expense?
By Naga Vamaraju|Mar 28, 2019

Can Legal Fees be listed as a Business Expense?

Filing your Tax Returns? Curious as to whether you can get legal fees exempted as a business expense? Read this article to find out more.

5 Expenses You Didn’t Know Were Tax Deductible
By Eric Zhang|Jun 20, 2019

5 Expenses You Didn’t Know Were Tax Deductible

Claiming tax deductible expenses is a stellar method for generating long term savings. Read this article to find out more.

Top 4 Australian Tax Changes for Businesses 2022
By Ilyas Omari|Nov 21, 2025

Top 4 Australian Tax Changes for Businesses 2022

New year new tax laws! Here's everything that you need to know about the new Australian tax changes in 2022.

Tax Deductions for Creative Businesses in Australia
By Timothy Quinn|Jun 3, 2025

Tax Deductions for Creative Businesses in Australia

Are you a creative professional in Australia? Here are some creative business tax tips you shouldn’t miss

Tax Deductions for Those Working From Home Due to COVID-19
By Jackie Olling|Dec 18, 2025

Tax Deductions for Those Working From Home Due to COVID-19

The ATO has introduced new tax deductions for Australians working from home due to COVID-19. Find out what you can claim here.

End Of Financial Year 2024: What Can You Claim?
By Raja Abbas|Jun 4, 2024

End Of Financial Year 2024: What Can You Claim?

This article explores everything you need to know about the deductions you can claim this end of financial year in June 2024.

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