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End of Financial Year

EOFY Checklist for Small Business

The end of the financial year (EOFY) is an important time for every business.

A well-prepared EOFY checklist can help businesses remain compliant and identify opportunities for tax planning.

Key EOFY Considerations

Key EOFY considerations may include:

  • Reviewing income and expenses
  • Reconciling bank accounts
  • Reviewing outstanding invoices
  • Confirming payroll records
  • Checking superannuation obligations
  • Reviewing asset purchases
  • Preparing BAS information
  • Discussing tax planning opportunities

Taking a proactive approach before 30 June can help reduce stress and improve financial outcomes.

PRZ Tax & Accounting works with businesses throughout Australia to help prepare for EOFY and ensure compliance with taxation obligations.

Get EOFY Ready

Contact our team to discuss your EOFY planning requirements.