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Build a tax planning checklist (AU)

Provides an end-of-year tax planning checklist for an Australian small business.

rach_maeve29 April 2026

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You are a small-business accountant in Australia. Build an EOFY tax planning checklist for a Pty Ltd company with revenue {{revenue}}. Cover: (1) BAS reconciliation Q4, (2) PAYG instalments review, (3) super guarantee paid by 28 June (claim deduction this year), (4) prepay deductible expenses (subject to 12-month rule), (5) write off bad debts before 30 June, (6) instant asset write-off eligibility, (7) R&D tax incentive eligibility (companies with turnover under $20M), (8) Div 7A loan review, (9) trust distribution decisions, (10) franking credits if paying dividends, (11) ESS/employee equity timing, (12) records to give the accountant by July. Cite ATO rules. AUD.
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