Our team will be helping you get ready for EOFY. On this page, you will find links to helpful articles, guides, and videos to help you through your busiest time of the year.
What You Need to Know for End of Financial Year
We've broken down what you need to do for a hassle-free EOFY.
FAQs and how-to articles
Find answers to your questions and learn how to complete important EOFY tasks with our comprehensive guides and resources.
EOFY FAQ
Read the most frequently asked questions that are coming to our team.
Best Practice Guide
We've compiled some of the best practices to prepare you for End of Financial Year. Learn expert tips to streamline your EOFY processes.
Common Errors
View our guide to resolving common errors and discrepancies that can arise during your EOFY process.
Lodge an Update Event
We strongly recommend lodging an update event for each pay schedule ahead of EOFY. This gives you the chance to reconcile your payroll data and identify any issues that need fixing before you complete your final EOFY processing.
Check Settings and RESC Audit
View this guide to ensure your system and employee settings are all correct. We also walk you through how to run a highly recommended RESC audit.
Reconcile Employee Earnings
Follow our step-by-step guide on how to complete the end-of-year Reconciliation in Employment Hero.
Finalisation Guide
View our step-by-step guide on how to process finalisation events using the EOFY wizard in the platform.
STP Finalisation Video Guide
Watch our comprehensive video outlining the STP finalisation process.
EOFY Video Library
View recordings of previous webinars with practice walkthroughs and best practice advice to help you prepare for EOFY.
Manage Reportable Fringe Benefits (RFB) in STP Events
View this guide to ensure your reportable FBT in your STP events
Common STP issues for EOFY
View this guide to learn about common STP errors
Explanation of Single Touch Payroll (STP)
View this guide to read a simple explanation of STP
Manage Reportable Fringe Benefits (RFB) in STP Events
View this guide to ensure you manage your reportable FBT in your STP events
Lodge an STP update event
View this guide to learn how to lodge an STP update event
What is an STP tax category?
View this guide to learn about what is a single touch payroll (STP) category
What Single-Touch Payroll (STP) reporting do I need to do for EOFY 2025/26 on the Payroll classic platform?
View this guide to ensure your STP reporting is done for FY25/26
Enable the ATO integration for single touch payroll
If you are using our payroll classic platform to report STP, you will need to connect it to your ATO platform
What is a CMN.ATO.Auth.008 STP Lodgement Error?
View this guide to find out about CMN.ATO.Auth.008 errors
What is a payroll lodgement erorr: CMN.ATO.Auth.011?
View this guide to find out about CMN.ATO.Auth.011 errors
What is a payroll lodgement error: CMN.ATO.Gen.200001?
View this guide to find out about CMN.ATO.Gen.200001 errors
What is a STP tax category?
View this guide to ensure your reportable FBT in yout STP events
How do I add an employee to an STP pay event?
View this guide to learn how to add an employee to an STP pay event
Self service my Single Touch Payroll (STP) needs during the EOFY period
View this guide to learn how to self-service
Automated classification for all-purpose allowances
In STP Phase 2, all-purpose allowances must be separately reported against the relevant allowance type.
The Complete STP Variance Guide
This article will go into detail about understanding STP, variance framework, causes and fixes and special cases and resolution.
Payday Super FAQs
A comprehensive FAQ covering the new Payday Super legislation (effective 1 July 2026), including payment deadlines, compliance obligations, penalties, cash flow impacts, and how HeroClear supports employers in meeting the requirement to pay super within seven days of each payday.
Payday Super (Qualifying Earnings & Annual MCB): What Admins Need to Do
A admin setup guide for configuring Employment Hero Payroll ahead of the 1 July 2026 Payday Super changes, covering Qualifying Earnings pay category settings and the new annual MCB cap.
Super fund verification (MVR) under Payday Super — what payroll admins need to know
An explainer on the automated super fund membership verification (MVR) process under Payday Super, including what the statuses mean and how to resolve blocked payments.
Automated classification for all-purpose allowances
How Employment Hero automatically splits all-purpose allowances across ordinary, overtime, and leave hours for correct STP Phase 2 reporting and super calculations.
Is HeroClear, Integrated Super or Third-Party Clearing right for your business?
A comparison of Employment Hero's three super clearing options — HeroClear, Beam integration, and third-party/manual — to help employers choose the right approach under Payday Super.
Resolve common HeroClear error codes
A reference guide to HeroClear's superannuation batch error codes, what they mean and how to fix them.
HeroClear onboarding set up guide
A step-by-step setup guide for enabling HeroClear, including linking a bank account, authorising direct debits, and configuring default super funds.
Preparing for your first live pay run with HeroClear
A pre-launch checklist covering ATO/STP setup, HeroClear configuration, and importing opening balances before your first live pay run.A pre-launch checklist covering ATO/STP setup, HeroClear configuration, and importing opening balances before your first live pay run.
Preparing for your first live pay run with HeroClear
This article explains what HeroClear and Payday Super are, how they work together, and what this means for your payroll from 1 July 2026.
HeroClear payment methods & bank verification
This article explains HeroClear's supported payment methods, how bank verification works, and answers to common questions about setting up and using payments in HeroClear.
HeroClear - Fund validation service (FVS)
This article explains how HeroClear uses the ATO's Fund Validation Service (FVS) to route super contributions.
Batch superannuation processing with HeroClear
This article explains how to create and manage a super batch using HeroClear, including how to submit payments and access reporting.
Multi-entity setup in HeroClear
This article explains how HeroClear works across multiple business entities, including how to manage different clearing houses per entity and what happens when you enable or disable HeroClear.
Contractor & SMSF super in HeroClear
This article explains how HeroClear handles super payments for contractors and employees with Self-Managed Super Funds (SMSFs), including important setup requirements and limitations.
Overpayments & reversals in HeroClear
This article explains how to handle super overpayments and reversals in HeroClear, including what to do before and after a batch has been submitted to a fund.
Tips
Some things to note for EOFY.
Validation Warnings and Lodgement Errors
There are 10 common reasons you may experience issues when lodging an STP event, that can be classified as a Validation Warning or Lodgement Error. View our blog to find out more.
STP Phase 2 Tutorials
There are several tutorials you can access that walk you through understanding the impact of STP Phase 2 reporting requirements.
Platform Data Syncs
If you are connected to both Employment Hero HR and Payroll platforms, remember that the HR platform is your source of truth. Check out the list of fields that sync automatically from HR to Payroll.
EOFY Calendar
From August to April, we recommend running a reconciliation monthly. This will ensure a smooth End of Financial Year process.
Countdown to End of Financial Year
Important
The below information is provided as a reference. Please refer to the ATO website as information can change.
To action in May 2026
To action in June 2026
- Partnership & Trust Income tax returns are due to be lodged. Lodgement
-
Company income tax returns are due to be lodged and paid.
Lodgement
Payment
- 2025 tax returns for all entities that did not have to lodge earlier (including all remaining consolidated groups), and are not eligible for the 5 June concession, are due to be lodged.
- Due date for companies and super funds to pay if required. Payment
Helpful Hint
Individuals and trusts in this category pay as advised on their notice of assessment.
- April 2026 monthly Business Activity Statement (BAS) is due to be lodged and paid. Lodgement Payment
- Final date to add new Fringe Benefit Tax (FBT) clients to your client list to ensure they receive the lodgement and payment concessions for their fringe benefits tax returns.
- Fringe Benefit Tax (FBT) Annual Return is due to be lodged and paid if lodging by paper. Lodgement Payment
- Fringe Benefit Tax (FBT) Annual Return is due to be lodged and paid if lodging electronically. Lodgement Payment
-
Tax return for all entities with a lodgement due date of 15 May 2026 if the tax return is not required earlier and both of the following criteria are met:
Lodgement
- non-taxable or a credit assessment in the latest year lodged
- non-taxable or receiving a credit assessment in the current year.
Helpful Hint
This includes companies and super funds but excludes large/medium taxpayers and head companies of consolidated groups.
- Tax returns due for individuals and trusts with a lodgement due date of 15 May 2026 are due to be lodged, provided they also pay any liability due by this date. Lodgement Payment
Helpful Hint
This is not a lodgement due date but a concessional arrangement where failure to lodge on time (FTL) penalties will not apply if you lodge and pay by this date.
- Lodge and pay May monthly Business Activity Statement (BAS) if lodging monthly. Lodgement Payment
- Fringe Benefit Tax (FBT) Annual Return for tax agents is due to be lodged and paid if lodging electronically through the practitioner lodgement service (PLS). Lodgement Payment
- The financial year ends today! Prepare for end of financial year (EOFY). Important
- Pencils down....time to wrap up your books for the 2025/26 financial year!
- A new financial year begins today! Important
- Individual income tax returns are due from now until 31 October if preparing and lodging yourself.
- Sole trader/self-employed tax returns are due from now until 31 October if preparing and lodging yourself.
- Partnership tax returns are due from now until 31 October if preparing and lodging yourself.
- For employers not submitting via STP, Pay As You Go (PAYG) payment summaries will need to be issued to employees (as the employer). Lodgement
Helpful Hint
This is in myGov for your employees if reporting with STP.
- June 2026 monthly Business Activity Statement (BAS) to be lodged and paid if lodging monthly. Lodgement Payment
- Quarter 4 (April - June) 2026 quarterly Business Activity Statement (BAS) to be lodged and paid if lodging quarterly. Lodgement Payment
- Super Guarantee Contributions (SGC) for Quarter 4 (April - June) 2026 are due to be paid. Payment
EOFY Video Library
Watch our helpful tutorials to guide you through the EOFY process.
Please note that while the platform in some videos display the 2023/24 FY, the processes mentioned remain the same.
Your Essential Guide to EOFY
It's time to wrap up the year like a pro. Join us as we unpack your EOFY checklist — covering compliance basics, smart shortcuts, data reconciliation and everything in between — so you can finish strong and hit the ground running in the new financial year.
This webinar was held on 13 May 2026.
Passcode for the video: Fqmcqz7!
Wrapping up EOFY
Get set to finish the financial year with confidence. We'll guide you through payroll finalisation, how to navigate the EOFY Hub, HR best practices, and common FAQs - everything you need to close out the year and start the new one on the right foot.