Get the free End of financial year checklist - QuickBooks

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Stay ahead of tax time with our End of Financial Year (EOF) and Tax Return checklists and guides. View all the important tax dates and deadlines here!

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How to fill out end of financial year

01

Collect all the financial documents and records related to your business's income and expenses for the year.

02

Review and reconcile all bank statements and credit card statements to ensure all transactions are accounted for.

03

Classify and categorize the income and expenses according to the appropriate accounting standards.

04

Calculate and record any depreciation or amortization expenses.

05

Prepare and complete any necessary tax forms or filings required by the relevant tax authorities.

06

Conduct a thorough review and audit of the financial statements to ensure accuracy and compliance with accounting regulations.

07

Generate and distribute financial reports to stakeholders such as shareholders, investors, and management.

08

Seek professional assistance or consultation if needed, especially for complex accounting matters or tax planning strategies.

09

Store and retain all financial records and documents for future reference or audit purposes.

10

Evaluate and analyze the financial performance of the business based on the end of financial year results.

Who needs end of financial year?

01

End of financial year is needed by businesses of all sizes, including sole proprietors, partnerships, corporations, and non-profit organizations.

02

It is essential for complying with tax regulations, preparing financial statements, and assessing the financial health and performance of the business.

03

Additionally, stakeholders such as investors, shareholders, lenders, and government authorities may require the end of financial year information.

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