If you EOFY date is May please read…

If you’re balance date/end of financial year is 31 May, 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 31 May. 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 31 May 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 May/early June, 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 June, let us know.