A comprehensive internal checklist to support bookkeepers, BAS agents, and accountants in conducting a complete, compliant End of Financial Year (EOFY) review. This tool ensures critical year-end processes are finalised properly - from reconciliations and payroll checks to reporting, documentation, and client communication.

Designed for internal use only, the checklist helps firms reduce compliance risk and improve file quality. It supports supervisory review, quality assurance, and audit preparation, and can be used across onshore and offshore teams.

This checklist can be customised for your services and client types, and imported into your workflow management system (e.g. Karbon, XPM, Asana, ClickUp) for recurring EOFY tasks.

• Step-by-step EOFY checklist for finalising client files and reporting

• Supports audit-readiness, quality control, and QMS record keeping

• Editable and adaptable for any practice structure

• Includes file folder setup, payroll and BAS checks, and supervisor sign-off

• Can be embedded into workflow systems for task automation

Format: Editable Word (.docx)

Use Case: Internal EOFY tool - not client-facing