Home Office workpaper (HOM)

How the HOM workpaper is populated from Home Office source docs, how to use the asterisk category indicator, and how the auto-triggered journal works.

The Home Office (HOM) workpaper reconciles home office expense claims, typically for sole traders or shareholders using part of their home for business. It allows the auto-creation of the journal needed to record the home office expense.

Data extraction

Automatically populated based on Home Office information uploaded under Data Sources (Source Docs). If the information is not available or fetched correctly, users can add or edit and correct the figures.

Auto-triggered journals

There is an auto-triggered journal for Home Office based on the data entered in the Home Office workpaper.

Related workpapers

  • GST Reconciliation (GRC): Adjustments from this workpaper are auto-populated in the GRC "Other Adjustments" section once HOM is completed.

Note: If the job is non-GST registered and you don't want GST separated out in the journal, open the Automated Journals tab (by opening the Manual Journals tab first) to view the auto-triggered journal, then untick the GST Claimed checkbox and click Apply. The journal will be posted without splitting out GST.

  1. Go to Jobs and open the relevant job.

  2. Click the Workpapers Icon or navigate to Results then Workpapers.

  3. Select HOM on the Workpapers Dashboard.

Note: The Home Office (HOM) workpaper is exempt from variance-based validation. Because it does not track 'Balance per Workpaper' or 'Balance per GL,' the system does not generate a green tick for this specific document.