How your CommBiz Service can do some of the work for you at tax time
- Confirm you have the correct permissions set up for your users, especially those completing EOFY activities. Here's how to manage users
- Make sure you have enough users available to create and authorise payments. Consider setting up a few back-up users with the right permissions, in case your primary users are unavailable
- Check the contact details (e.g. mobile and email address) of your main users to make sure they’re up to date in case we need to contact them
- Ensure you have the right Account Authorities set up
- Review the accounts linked to your CommBiz Service to make sure you can easily access those needed for EOFY. Here's how to add accounts
- Download any statements needed for EOFY so they’re ready to go (enable online statements first if it isn’t available).
Other ways to make EOFY run smoothly
- Ensure all your documentation for the business is up to date in our records, e.g. listed business owners, account documents and signatories
- Check that your directors and business owners have valid signatures recorded with us so we can validate any signed forms we receive for processing