EOFY End of Financial Year Reports and Other Recommendations

The purpose of this guide is to provide a checklist of tasks we recommend you should do at the end of financial year to make sure you have checked the data on the Reports to be submitted to the Accountant/Book keeper. Please check with them on what is required as this is meant as a guide and they may require further information for your business. You may also want to check with your accountant for any other recommended procedures like write off of expenses and if there are any Capital Purchases Claims you can make for the cost of your Autosoft system purchase. 


1. Make sure all ‘End of Month’ tasks are up to date i.e;


2. Additional Procedures


3. Reports

These are the reports generally needed by your accountant/book keeper at the end of financial year. Please check with them for further information or reports they may need.

 Reports Console – Stock -

  •  Stock Value – this report must be run on the date and time it is needed. i.e Run it at the end of trade on the 30th June

 Reports Console - General Ledger -

  • GL Balance Sheet  
  • GST BAS Amounts
  • Profit & Loss

A guide on the above reports and how tro cross check the data on the is here


4. Payroll

We also have a series of YouTube videos on EOFY Tips;


EOFY TIP 1 The GL Calendar


EOFY TIP 2 Payment Summaries


EOFY TIP 3 Payroll Tax Tables


EOFY TIP 4 End of Financial Year Process


For further information please contact the Autosoft team and we can organise a consultation with a Training or Accounting Consultant. 



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