Want a faster tax return and fewer emails back and forth?
Build an EOFY handover pack.
This is one of the simplest ways to reduce stress for you and speed up work for your accountant or BAS agent.
Let’s make this simple. You are not trying to do their job. You are giving them clean inputs so they can do it efficiently.
What an EOFY handover pack is
It’s a bundle of reports and documents that answers the most common questions your accountant will ask.
It helps them:
- verify your numbers
- identify missing information early
- reduce follow-up requests
- finalise work faster
It helps you:
- stop hunting for documents in July
- feel confident you’ve provided what’s needed
- avoid the “I forgot something” anxiety
What goes in the EOFY pack (checklist)
Create a folder called:
“Accountant Pack” inside EOFY 2026
Add:
- Bank reconciliation status
Which bank accounts are reconciled and to what date.
- Aged receivables
Who owes you money and how much.
- Aged payables
Who you owe and how much.
- Payroll summary report (if you have staff)
- Super payment confirmations (if applicable)
- Asset list for the year
New assets purchased and any disposed of.
- Loan and finance statements (if applicable)
- Insurance policies or renewal notices (optional but helpful)
- Notes page
Anything unusual, one-offs, changes, questions.
The notes page is your secret weapon
Your accountant cannot see inside your business the way you do.
A notes page helps explain:
- “We changed suppliers in March, costs shifted”
- “We had a one-off insurance claim”
- “We closed for renovations for two weeks”
- “We bought equipment on finance”
- “We had a major customer refund”
A simple notes page can save multiple emails.
How to build the pack in one Money Hour
Here’s the calm method:
- Create the folder structure
- Export or save key reports to PDF (or Excel if requested)
- Add your asset register
- Add super confirmations
- Add your notes page
If you cannot find something, write it on the notes page.
“Need copy of loan statement, will request from lender” is better than silence.
Small business example: service business
A service business might have:
- fewer stock transactions
- more invoices and debtor management
- software subscriptions
- contractor payments
Their EOFY pack will heavily rely on:
- clean bank feed coding
- debtor list accuracy
- clear notes on one-offs
What to do this week (your Money Hour)
- Create “Accountant Pack” folder
- Add the checklist items above
- Write your notes page
- Send it early, not on 30 June if possible
Your Next Steps:
If you want your EOFY pack built properly (without the overwhelm), we can help you prepare it step by step.
We’ll help you:
- confirm what reports your accountant wants
- tidy your file
- export what’s needed
- create a clean handover bundle
Source (Australia):
ATO – Record keeping for business
https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/record-keeping-for-business
What to ask your accountant before you send the pack
Different accountants prefer different formats. A quick email can save time:
- Do you want PDF or Excel reports?
- Do you want the pack via email, portal, or shared folder?
- Any specific reports you prefer?
- Any deadlines for submission?
Once you know their preferences, you can repeat the same pack every year.
Keep a “missing items” list
If you cannot find something, don’t stall.
Add a “Missing items” list to the pack:
- what is missing
- what you’ve done to find it
- when you expect to have it
This keeps work moving.
Your Money Hour checklist
- Create Accountant Pack folder
- Export key reports
- Add asset list and super confirmations
- Write notes page
- Send early
Quick FAQ
What if I don’t know what reports my accountant wants?
Ask. A quick email now saves a lot of back-and-forth later. Once you know, save the list and reuse it every year.
What format should I send?
Some advisors prefer PDF, others prefer Excel. Ask what they want and stick to it.
Your Next Steps:
If you want your EOFY pack built and sent without the overwhelm, we can do it with you. You keep control. We keep it calm.
Extra value: save a reusable template
Once you’ve built this year’s pack, save the folder structure and checklist as ‘EOFY pack template’. Next year you copy it, rename it, and you’re already ahead.
If you have a bookkeeper, share the pack with them too. It keeps everyone aligned and reduces double handling.
If you’re unsure where to start, begin with reconciliations and your notes page. Those two items alone give your advisor clarity and reduce follow-up questions.
CTA: Want the EOFY pack checklist? Comment PACK or contact us and we’ll send it through.
