Tool

Checklist before 30 June 2027

Work through records, assets, stock, debtors, prepayments, super, payroll, BAS and contractors. Days to 30 June are counted on this device.

Start the list Write-off helper

EOFY checklist for 30 June 2027

Runs in this tab only. Reset clears it. Nothing is stored or sent.

Tick items as you work through them. Leave the page, or press Reset, and the ticks are gone. The industry choice only changes the TPAR prompt.

Date to count from

Industry, for the TPAR prompt

The industry list is a prompt only. It was not re-read on the ATO TPAR page.

Pick a date to count days until 30 June 2027.

Records Reconcile bank accounts, invoices and bills up to 30 June 2027. For mixed-use costs, keep a note of the business portion. Check you can find this year's records after you lodge.

Assets (instant asset write-off) List depreciating assets first used, or installed ready for use, in 2026-27. Note each cost and whether it is under $20,000. Record the first-use or ready-for-use date. Ordering alone is not the test the ATO describes. Set aside cars, leased assets and anything outside simplified depreciation. The estimator does not price those.

Write-off guide · First-use examples

Stock Plan a stocktake close to 30 June.

How to value trading stock at 30 June was not read on an ATO page for this site.

Debtors and bad debts List amounts owed to the business. Ask a registered tax agent before treating a debt as irrecoverable.

Writing a debt off before 30 June, and whether a provision for doubtful debts is deductible, were not read on an ATO page.

Prepaid expenses List expenses paid before 30 June that relate to a later period, such as insurance or subscriptions.

A prepayment threshold of about $1,000 appeared in background research and was not checked on an ATO page.

Super received around 30 June List June paydays and the date you expect each contribution to reach the fund. Ask a registered tax agent whether those contributions are deductible in 2026-27. Remember this checklist does not recommend a super fund.

Payday Super, as an employer obligation. Whether a contribution must reach the fund by 30 June to be deductible in 2026-27, including the 7 business days under Payday Super, was not verified.

Payroll and STP Check Single Touch Payroll reporting for the year. Note the finalisation date before you lodge. If you pay closely held payees, check the later September date before you rely on it.

Key dates guide. 14 July and 30 September 2027 apply recurring ATO excerpt dates to this year. The STP page was not read in full.

GST and BAS Confirm whether you lodge quarterly, monthly or annually. Note the next BAS date. Monday 1 March 2027 for quarter 2 is inferred from the weekend rule, and public holidays were not checked. If you lodge online, check whether the ATO's extra two weeks applies to that quarter.

Contractors and TPAR List payments to contractors in 2026-27. Check with the ATO or your agent whether a TPAR is required. The industry prompt is not a decision.

Keep records Store the year's records where you can retrieve them for lodgment and for a later review.

How long records must be kept was not re-read on an ATO page. A five-year period is not stated here as a verified rule.

Registered tax agent Book time with a registered tax agent about your own position. This checklist is not that conversation.

General information only, not tax or financial advice. Uncertain rows were not read on a full ATO page for this site. The calendar file does not include the old quarterly super dates (28 October, 28 January, 28 April, 28 July) as super deadlines.

Checklist before 30 June 2027

EOFY checklist for 30 June 2027

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EOFY checklist guide

Key dates