Valuing inventory below cost: A strategic tax opportunity for retailers


Published: 
Authors: Thomas Howker

Retailers are facing ongoing challenges from shifting consumer demand, supply chain disruptions and volatile tariffs. In this environment, many businesses are reassessing how they manage and value inventory. One area that can provide a valuable tax benefit is the ability to value inventory below cost, where appropriate.

Understanding the tax framework

For accounting purposes, inventory is measured at the lower of cost and net realisable value. Under tax law, retailers have several options for valuing inventory, including cost, market selling value and replacement value. In certain circumstances, a retailer can elect to value inventory at a lower amount if warranted by obsolescence or other special circumstances. This is known as an alternative valuation.

When an alternative valuation is appropriate

Taking a lower value for inventory at year-end can result in a larger tax deduction as part of cost of sales. The Australian Taxation Office provides guidance on when an alternative valuation is appropriate. Examples include:

  • Obsolete stock, such as items that are out of date or unfashionable
  • Damaged goods, which are no longer saleable at full price
  • Market downturns, where economic conditions lead to a general decline in selling prices.

In these cases, taxpayers may be able to deduct inventory provisions and realise tax savings immediately.

A common example for retailers is stock left over from the previous season, such as unsold winter coats as summer begins. These items often already have an accounting provision recorded against them. By choosing the lower alternative valuation for tax purposes, retailers can turn that provision into a tax deduction and bring the tax benefit forward.

Key considerations for retailers

The most common scenario we see with retailers is valuing stock which is the in the process of becoming obsolete. For accounting purposes, a provision is often put in place, for example by fashion retailers when valuing last season’s clothing. The ATO published TR 93/23 to provide guidance on this.

There are several important considerations for retailers looking to value inventory below cost:

  • Consistency is important: The chosen valuation method should be applied consistently unless there is a justified reason for change. You can’t simply discount slow moving or unfashionable stock for tax purposes unless it is warranted due to obsolescence or another special circumstance
  • Obsolescence is narrower than ‘slow moving’: Obsolescence arises where goods are no longer saleable in the ordinary course of business, or can only be sold at heavily reduced prices because they are out of date, superseded, damaged, or no longer demanded by the market
  • Valuation must reflect realistic selling outcomes: Any alternative valuation must reflect what the retailer could reasonably expect to realise from the stock
  • Documentation is essential: Businesses must keep clear records to support the valuation method used, especially for obsolete stock. This should include details such as the age of stock, quantities on hand and expected sales. For large inventories, statistical sampling techniques are often used
  • Tax and accounting methods may differ: The method used for tax purposes may not always align with financial reporting.

How BDO can help

Valuing inventory below cost can be a powerful tool for aligning tax outcomes with commercial realities and improving cash flow. However, robust documentation and careful application of the rules are essential to avoid compliance risks.

Reach out to our retail specialists to ensure your inventory practices are robust, compliant, and optimised for your commercial needs.

Explore more from our Retail x Tax article series.

Key takeaways

Valuing inventory below cost can deliver earlier tax deductions
  • Where inventory is obsolete, damaged or affected by market downturns, retailers may be able to adopt an alternative tax valuation below cost. This can increase the cost of sales and bring forward legitimate tax deductions, improving cash flow.
Obsolescence must be carefully assessed and supported
  • Obsolescence for tax purposes is narrower than simply being slow‑moving and applies where goods are no longer saleable, or only saleable at heavily reduced prices. Retailers need to ensure valuations reflect realistic selling outcomes and align with the ATO guidance, including TR 93/23.
Documentation and consistency are critical to managing the ATO risk
  • Alternative inventory valuations must be applied consistently and supported by robust records, such as stock age, quantities and expected sales. Clear documentation is essential to substantiate the tax position and avoid compliance issues where tax and accounting treatments differ.

Helping retailers better understand their tax

Retailers and eCommerce brands face tax issues that show up in day‑to‑day decisions, from workforce and incentive arrangements to property, inventory, R&D and growth. These insights share practical guidance on common scenarios and the questions worth checking early to reduce risk and avoid surprises. 

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