Australian tax records guide
EOFY checklist for Australian small businesses
Before EOFY, reconcile income and expense records, collect missing receipts, review GST/BAS periods, list assets and liabilities, note private-use adjustments to discuss, and prepare a clear accountant handoff pack.
By Tax Tidy Published Last reviewed
Where Tax Tidy fits
Tax Tidy helps with the organisation and handoff step: review transaction records, attach receipt evidence where needed, prepare GST/BAS summaries, and export accountant review material. It does not provide tax, legal, or financial advice and does not lodge BAS or tax returns for you.
Practical checklist
Use this as a starting point, then confirm final requirements with your registered tax agent or official ATO guidance.
Reconcile records
Compare bank/card transactions with sales, expenses, refunds, transfers, and known personal or non-business items.
Gather missing evidence
Collect receipts, tax invoices, statements, asset details, loan documents, and support for deductions.
Prepare the handoff
Bundle summaries, source files, review notes, and questions so your accountant can focus on final treatment decisions.
Official guidance to cross-check
Compare your records against relevant ATO and business.gov.au guidance, especially for record-keeping periods, GST registration, BAS lodgement, and deduction evidence rules.