The Free EOFY Tax Checklist for Australian Small Business
Everything to tick off before 30 June: bring deductions forward, get super right, and avoid the nasty surprises that turn up in September. Figures checked against the ATO.
- ✓ Super paid on time (and why the timing matters)
- ✓ The deductions worth bringing forward
- ✓ Instant asset write-off, and the 2026-27 catch
- ✓ Records, STP finalisation and key dates
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The Moves That Actually Lower Your Tax
Super, done on time
Super is only deductible in the year it is paid and received by the fund. When to pay, the 12% rate, and topping up within the cap.
Deductions to bring forward
Prepaid expenses, repairs, bad debts and donations, timed before 30 June so they land in this year's return.
Instant asset write-off
The $20,000 rule for 2025-26, and the important catch for 2026-27 that most "buy before 30 June" advice quietly ignores.
Records and key dates
Reconciling to 30 June, finalising Single Touch Payroll, stocktake, and the July and August deadlines you cannot miss.
Written by People Who Run Year-End for a Living
Ascend Solutions is a CPA-led bookkeeping and advisory practice and a registered BAS agent. We take Australian businesses through year-end every winter: super, deductions, reconciliations and lodgement. This checklist is that routine, on one page.
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Our CPA-qualified team runs EOFY for Australian businesses: super, deductions, reconciliations and lodgement, done properly and on time. Book a free, no-obligation chat.