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Process the Australian End of Financial Year

Download the EOFY manual, quick reference guide, checklist, and end of year training information.

End of Financial Year 2026

Training

To register for the Definitiv End of Financial Year eLearning course, please click here to go to our online courses booking portal.

End of Financial Year Processing Checklist

The Definitiv EOFY 2026 Checklist is available to download below:

When you look at the steps that go into End of Financial Year processing, think about EOFY in three parts:

  1. Preparing for Year End – actions that you can do now, steps 1 - 6.

  2. EOFY Processing – reporting the final event, steps 7 - 9.

  3. Preparing for New FY – making updates to your database before the first pay in July, steps 10 - 11.

Digital EoY Quick Reference Guide for 2026

For more information on processing the end of the financial year, the Digital EoY Quick Reference Guide for 2026 should be used in conjunction with the above End of Year 2025 Checklist. Download the EOY quick reference guide below:

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