Cut your EOFY tasks down to size

Make light work of your end of financial year jobs. These handy webinars and articles are here to help bookkeepers get through the biggest job of the year.

Webinars and helpful resources

Register to attend live webinars, access recordings and explore other EOFY content.

Introduction to Xero Tax

Get started with Xero Tax. This course is designed for those new to Xero Tax or for those interested in trialling it. Learn how to prepare and lodge tax returns and activity statements for your Xero and non-Xero clients, and lodge them directly with the ATO. We also show you how to save time and go paperless with electronic signatures.

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intro to tax webinar for EOFY

Simpler BAS in Xero

Ensure you are in the box seat to help manage your clients through the upcoming Simpler BAS changes in Xero.

 

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payroll for Australian bookkeepers at EOFY

Preparing end of year payroll

Explore the processes and activities you'll need to be aware of when finalising end of year payroll and get answers to your EOFY Payroll questions. Understand the best practice process for finalising year end in payroll and learn how to do the tasks involved in EOFY payroll.

Also check out our guide on reviewing payroll transactions for EOFY.

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payroll for Australian bookkeepers at EOFY

Preparing financial statements in Xero

Learn how to prepare end of year financial statements using Xero's report templates. You’ll get an understanding of the best practice process for preparing EOFY reports with the course covering re-reporting checks, accessing and customising the reports, publishing the report for the client, process for future periods.

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EOFY financial statements

Populate and optimise data in a Xero Ledger

This course is for new and existing partners to learn how to populate and optimise a Ledger with data to ensure the file is setup correctly for end of financial year tasks. Topics covered include: using a master chart of accounts, populate conversion/comparative balances, set up of fixed assets etc.

Download the corresponding checklist

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bookkeepers ledger for end of financial year Australia

Getting started with report templates

Learn how to get Report Templates set up and ready for your practice to use at the end of the financial year. You’ll leave with an understanding of how to improve efficiencies by creating practice-wide reports with this helpful, time-saving Xero tool.

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bookkeeping reporting templates

Editing report templates

Learn how to edit and configure report templates to use with your clients. You get a clear understanding of how to set up report codes and how to customise a report template to suit specific client needs. It’ll all help you to improve efficiencies by optimising practice-wide reports.

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editing reporting templates for bookkeepers

Xero Tax in Action Series

Get ready for Tax Time 2017. If you are currently using or trialling Xero Tax then this course will walk you through how to efficiently prepare income tax returns and activity statements using Xero Tax. You’ll learn how to improve efficiencies and onboard new staff.

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EOFY with Xero tax for bookkeepers

Populate and optimise data in a Xero Cashbook

This course is for new and existing partners to learn how to populate and optimise a Cashbook with data to ensure the file is setup correctly for end of financial year tasks. Topics covered include: using a master chart of accounts, populate conversion/comparative balances, set up of fixed assets, bank accounts and contacts etc.

Download the corresponding checklist

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bookkeepers cashbook for EOFY tasks

How to automate Tax Planning in Xero

This recording demonstrates how to build a tax planning template for a Trust at the practice level. Learn how to build a tax planning template composed of 4 reports including a summary page to provide your tax planning assumptions and recommendations, a customised projected profit and loss using the report layout functionalities, a tax reconciliation template and a group estimate. 

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bookkeepers ledger for end of financial year Australia

Using Xero Workpapers for EOFY

Xero Workpapers can simplify how you prepare, review and verify data, send client queries and prepare annual financial statements. Learn how to use Workpapers to review client data, ask for information from clients, raise review points and post adjustment journals back to Xero.

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bookkeeping end of financial year statement preparation

Processing end of year in Xero

Learn about all the processes and activities you’ll need to be aware of when efficiently wrapping up the end of your financial year. You’ll leave understanding the best-practice process for EOFY, with the course covering end of financial year (accounts payable, accounts receivable), fixed assets, bank accounts, inventory.

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processing end of financial year

Tax Time 2017

It's that time of year again. Xero Tax works for all of your clients: individuals, business and non-business, Xero and non-Xero. This webinar will walk you through the Tax Time 2017 changes to Xero Tax across each of the tax forms.

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tax time 2017

Help your small business clients prepare

Help your small business clients prepare for the End of Financial year. This series can be sent to them directly so that they can work with you more effectively and provide you with the right information so you can both meet your deadlines with ease.

bookkeeper tools for the fiscal year