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 The following is a list of tasks we suggest you complete at the end of each month. Depending on the nature of your business, some of these tasks may not apply to you. Consult an accounting advisor (such as your accountant) if you require help with your month-end tasks.

End of financial year

At the end of each financial year, there are additional tasks you need to complete before locking the period. For more information, see End of financial year in Australia or End of financial year in New Zealand.

TaskSee
Reconcile transactionsReconcile transactions
Review reportsReports
Send customer statementsCustomer statements
Record depreciationAbout depreciation accounts
Lodge your activity statementLodge your activity statement
Lock periodsLocking periods
 
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