How your CommBiz Service can do some of the work for you EOFY

  1. Confirm you have the correct permissions set up for your users, especially those completing EOFY activities. Here's how to manage users
  2. 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
  3. 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
  4. Ensure you have the right Account Authorities set up
  5. 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
  6. 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

CommBiz support