Turning workload into workflow: Your ultimate guide to EOFY

The ‘5P rule: Proper Planning Prevents Poor Performance’ has long guided professionals through periods of high demand. However, despite careful preparation, tax season often arrives sooner than expected, bringing with it familiar challenges, increasing workloads, and the pressure to deliver using the same resources, systems, and client relationships as the year before.
In this guide, we propose an important addition to that guiding principle. We explore how adopting a proactive approach can significantly improve the way you manage the complexities of tax season.
Additionally, this guide includes access to our newly updated end-of-financial-year checklist designed to support a more structured, efficient workflow.
We hope this guide will serve as a useful resource in helping you stay prepared, focused, and efficient through every step of the EOFY process. Enjoy the read!