EOFY resources for accountants and bookkeepers

Get help with tidying up your clients’ books and wrapping up their accounts at the end of the financial year.

A screen shows a list of people to be paid as part of the end of financial year tidy-up.

Dates to mark in your diary

Here are the key EOFY milestones you need to know. Check out the Australian Tax Office (ATO) for all the dates.

Processing tax returns

See how to process different types of tax return using Xero.

Processing EOFY payroll

Learn what to review and reconcile in payroll so you can lodge the single touch payroll (STP) finalisation declaration to the ATO.

Best practice EOFY processing

Follow best practice to reconcile bank transactions, close off accounts, stocktake, and make year-end adjustments.

Setting yourself up for the new financial year

EOFY can be stressful, especially the first time around, so focus on your wellbeing and the new financial year.

Streamline how you manage client tax

  • Use Xero Tax to manage tax preparation, lodgement and compliance tasks for all your clients, including those not on Xero.
  • Use document packs and Xero Sign powered by Adobe Sign to get signatures back fast without printing or scanning.