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 the rules for what business expenses employees can claim back and the process for reimbursement.
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When should you use a expense claim policy?

You should use this policy when you want to clearly define reimbursable expenses and standardise how employees claim, approve, and receive reimbursement.
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What should be in a expense claim policy?

It should include which expenses are covered, which are not, the claim process, required documentation, and approval steps.
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Frequently asked questions

Who is this policy suitable for?

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What expenses are typically covered or excluded?

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What are the key requirements for making a claim?

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How does this policy protect my business?

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Are there any limitations or risks with this policy?

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What steps should employees take to ensure reimbursement?

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How quickly can this policy be implemented?

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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.

Meet Our Users

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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.

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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.

Avoid Common Tax Deduction Mistakes in Australia
By Raja Abbas|Nov 21, 2025

Avoid Common Tax Deduction Mistakes in Australia

Rest easy this tax season, knowing you’ve not made any tax deduction mistakes on your claims. Read our guide for tips!

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.

Tax Deduction Errors Small Businesses Should Avoid
By Timothy Quinn|Nov 27, 2025

Tax Deduction Errors Small Businesses Should Avoid

Rest easy this tax season, knowing you’ve not made any tax deduction mistakes on your claims. Read our guide for tips!

2024 Instant Asset Write-Off for Small Businesses
By Edwin Montoya Zorrilla|Nov 26, 2025

2024 Instant Asset Write-Off for Small Businesses

Discover how the instant asset write-off scheme can help Australian small businesses reduce their tax burden by allowing immediate deductions on eligible assets. Learn about eligibility criteria, applicable thresholds, and practical steps for claiming deductions.

EOFY 2025: What You Can’t Claim on Tax
By Raja Abbas|Nov 21, 2025

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.

How to Claim the Small Business Technology Investment Boost
By Tom Willis|Jun 29, 2023

How to Claim the Small Business Technology Investment Boost

Discover how you can claim an additional 20% tax deduction on your technology expenditure, aimed to digitise your small business operations.

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