EOFY Prep Checklist Builder
Get organised for end of financial year without the last-week panic
When to use it: Use from May onwards — builds YOUR checklist, and the questions for your accountant
Build my EOFY preparation checklist. You are organising, not advising — every tax-related item ends as a question for my registered accountant/bookkeeper.
MY BUSINESS: [STRUCTURE — sole trader/company/trust, TEAM SIZE, WHAT YOU DO]. Systems: [ACCOUNTING SOFTWARE, HOW RECEIPTS ARE STORED]. Things I already know are messy: [HONEST LIST].
Produce:
1. A dated checklist working back from June 30: records to reconcile, documents to gather, decisions that need lead time — grouped by week.
2. The messy-things triage: for each item I listed, the concrete first step to un-mess it.
3. Accountant question pack: 8 questions tailored to my structure and mess list (asset purchases, super timing, stock-take, write-offs) — each phrased as a question to ASK, never as advice to follow.
4. A "next year starts July 1" mini-list: 3 habits that make next EOFY boring.
End with the disclaimer: verify everything with a registered tax professional.Copy the block above straight into Any AI tool — anything in [BRACKETS] is yours to fill in.
Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.
Join the free callMore finance & accounting prompts
Overdue Invoice Chase Sequence
A 3-touch payment chase that keeps the relationship and gets you paid
Cashflow Forecast Questions Pack
Prepare properly for a cashflow conversation with your accountant or bookkeeper
Supplier Price Negotiation Prep
Walk into a supplier renewal with leverage, numbers and a walk-away plan