Marketing Claims for Physio Clinics: What You Can Claim and What to Keep
Reckon published a small business guide this week on marketing expenses and what can be claimed.
That is worth a look if you own a physio clinic.
Most clinics spend money to bring in new patients. Some costs are simple. Others need better notes.
The aim is not to claim everything. The aim is to claim the right costs and keep proof.
Common marketing costs in a physio clinic
Your clinic may spend money on:
- Google ads
- Facebook or Instagram ads
- website updates
- search engine work
- printed flyers
- clinic signs
- local sports club sponsorships
- referral pads
- photos or videos
- email software
Many of these costs may be business expenses when they are used to promote the clinic.
But you still need records.
Keep the invoice and the reason
A receipt alone may not tell the full story.
If you sponsor a local football club, keep the invoice. Also keep a note of what the clinic received.
Was your logo on the club website? Was your sign placed at the ground? Did the clinic get social media posts or newsletter mentions?
That note can help show the cost was for business promotion.
Be careful with meals and events
Some marketing costs are not clean deductions.
For example, a clinic owner may meet a referrer for lunch. Or the clinic may run an event with food and drinks.
That does not mean the full cost is always claimed in the normal way. Entertainment rules can be tricky.
Before you claim it, ask your accountant how it should be treated.
Split personal and clinic costs
This comes up a lot with phones, photos, social media tools, and subscriptions.
If a cost is used for both the clinic and private life, do not claim the whole amount without checking.
Use a fair split. Keep a note of how you worked it out.
For example, if a phone is used mainly for clinic calls and some personal calls, the claim should match the business use.
Watch timing
Marketing costs often land near the end of the financial year.
A bill dated in June may not always mean the same thing as a campaign that runs across July and August.
Your accountant may need to check when the cost should be claimed.
This is more likely for larger campaigns, annual software plans, or prepaid advertising.
A simple monthly habit
Once a month, save your marketing records in one folder.
Include:
- ad invoices
- website invoices
- design invoices
- sponsorship agreements
- emails that explain what was bought
- screenshots of online campaigns if useful
Do it while the details are fresh.
Six months later, it is much harder to remember what a $880 card payment was for.
What clinic owners should do now
Open your profit and loss report.
Find the marketing and advertising accounts.
Pick three transactions. Can you prove what each one was for? Can you show it helped promote the clinic?
If yes, good.
If no, fix the record keeping now. Do not wait until tax time.
Sources: Reckon, “Small Business Marketing Expenses: What You Can Claim”.
Unsure What Your Clinic Can Claim?
We can help you sort your marketing costs, clean up your records, and plan your next BAS or tax return.
Ask us about deductions