How to prepare for the end of the financial year

We’re nearly at the end of the financial year, so if you’re balance date/end of financial year is 30 June, there are a few things you need to do to help us prepare your financials. 

Take a stocktake

If your business sells products/has stock, you’ll need to do a stocktake on 30 June. If you’re a business that sells products, then you need to take a stocktake of your physical inventory. If you’re a farmer, then you need to take a physical livestock tally. 

Send in your EOY papers

Compile a folder (digital or hard copy) with a copy of the following documents: 

• Bank statement that shows the balance on 30 June 2024 for all your bank accounts and loans. 
  
• Insurance invoices. 
  
• ACC invoices. 
  
• Loan statements for the year (if applicable). 
  
• Any new loans or refinancing documents. 
• Invoices for assets purchased and sold.
• GST workings and reports.

Submit the online questionnaire

In late June/early July, you’ll receive an email from us with an online questionnaire to fill out and submit. If you haven’t received this by the end of July, let us know.