Guide: How to run an effective End of Financial Year review

As we approach March, we’re not just in the last weeks of summer in New Zealand. We’re also reaching the end of the financial year, with businesses owners around the country preparing to get all their monetary ducks in a row before the 31 March deadline.

We know this time can be stressful. That’s why we’re here to guide you through running an effective End of Financial Year (EOFY) review as a business owner. We’ll also show you how you can streamline a lot of those tasks with Employment Hero. 

The guide includes:

• What’s required at End of Financial Year
• The essential steps you need to take
• Additional actions to set you up for success
• How Employment Hero can help

Download the EOFY guide by filling in the form on the right. 

The information in this article is current as at 19 February 2026, and has been prepared by Employment Hero Pty Ltd (ABN 11 160 047 709) and its related bodies corporate (Employment Hero). The views expressed in this article are general information only, are provided in good faith to assist employers and their employees, and should not be relied on as professional advice. Some information is based on data supplied by third parties. While such data is believed to be accurate, it has not been independently verified and no warranties are given that it is complete, accurate, up to date or fit for the purpose for which it is required. Employment Hero does not accept responsibility for any inaccuracy in such data and is not liable for any loss or damages arising directly or indirectly as a result of reliance on, use of or inability to use any information provided in this article. You should undertake your own research and seek professional advice before making any decisions or relying on the information in this article.