How Cubbi helps with End of Financial Year
At the end of each financial year your accountant will need:
- All income per property for the FY
- All expenses per property for the FY
- Copies of invoices or receipts
At any time you can download your EOFY Tax Package in Cubbi.
EOFY Tax Package includes:
A pdf summary report of all income and expense records broken up per property plus a bit of extra information your accountant will need. View sample.
A full breakdown of all payments records with links to view receipts in an excel file. This will give your accountant confidence in the numbers and access to invoices to help allocate the transactions correctly when lodging your tax return. View sample.
You get the EOFY Tax Package anytime within your dashboard. It will come via email so you can easily forward it to your accountant.
Reminders and help
You get a few reminders along the way to: