2023 End Of Financial Year Checklists

EOFY Checklists

The end of the financial year can be a confusing and frustrating time, so we’re making it easier with our online 2023 end of financial year checklists. Our online checklists allow you to fully complete sending in your end of year information to us online, they are secure and very efficient.

If however you prefer the old method, you can download the PDF checklist below and send your information in to us the same way you are used to.

Have a look and find the right downloadable checklist version for you depending on your business.

  • Business Checklist (if we complete your GST returns) –Download
  • Business Checklist (if you use online accounting software) – Download
  • Business Checklist (if you use spreadsheets, cashbooks or paper documents) –Download
  • Rental Property Business Checklist – Download

If you are a Kiwitax client, you will receive an email from us that includes a link to your relevant online checklist and the scheduled date that your annual accounts will be started by. If you have any questions about your scheduled date or what you need to do to get your information ready, just get in touch.

Also note, there are a few things you can do around 31 March to save you time later in the year when you are ready to submit your financial information.

Business Checklist Video Instructions


Rental Checklist Video Instructions

About Kiwitax – Award winning business improvement, tax and accounting service

Here’s the thing. As a businessrental property owner or start-up, you get a kick out of having your own gig. But chances are dealing with your tax and accounting leaves you cold. Good news! We love it, so hand it over to Kiwitax and we’ll look after it all for you.

Whether you deal with us online, by phone or drop into our Napier office, you’ll find a friendly, professional hardworking team ready to work with you, however you keep track of your financial information and from wherever you do business. And all for a fixed price. It takes just two minutes to get a quote.

Plus if you’re at a loss to know how to improve aspects of your business – from growth planning to cashflow management, even tax debt and so much more – we’re all over that too. Our Business Improvement Advisors can help you make a plan and put it into action.

Kiwitax are a preferred training provider for Business Improvement services through the Regional Business Partner Network Capability Voucher Scheme. This is a government funded scheme designed to boost business capability by providing funding of up to 50% of approved training programs with specified training providers up to a maximum value of $5,000.

If you liked this article and want to make improvements in your business, with quarterly coaching sessions specifically tailored to support you to identify and achieve your business goals, lets chat!