Consolidated reporting at EOFY for Australian groups

Last updated 21 July 2026

An end-of-financial-year checklist for Australian accounting firms consolidating multi-entity groups across Xero and QuickBooks — reconciliations, eliminations and group statements.

End of financial year is the busiest time for any Australian accounting firm, and multi-entity groups are the most demanding clients of all. Consolidating a group at 30 June means every entity has to be closed off, reconciled and combined — with the intercompany dealings between them stripped out. This checklist keeps an EOFY group consolidation on track.

Before you consolidate: close off each entity

  • Reconcile bank, clearing and control accounts in every Xero organisation and QuickBooks company.
  • Post year-end journals — depreciation, accruals and provisions — in each entity's ledger.
  • Confirm the financial year is set correctly. Report Craft uses the Australian financial year (1 July – 30 June) by default.
  • Re-sync each ledger so the consolidation pulls the final 30 June figures.

Consolidating the group

  • Check every entity's accounts are mapped to the group chart of accounts.
  • Reconcile intercompany balances — a loan receivable in one entity should match the payable in another before you eliminate it.
  • Post elimination journals for intercompany loans, sales, distributions and investments.
  • For trust entities, confirm distributions and appropriations are recorded so the appropriation statement is right.

Producing the EOFY report pack

Once the group balances, generate the full pack in one PDF: front cover, compilation report, declaration, consolidated Profit & Loss, balance sheet, appropriation, tax schedule, trial balance, cash flow and notes. Comparative periods against last financial year come through automatically, so the group's year-on-year movement is clear.

A quick EOFY sanity check

Review the consolidated trial balance first. If it balances after eliminations, the statements will too. Then check that intercompany accounts net to nil across the group — a leftover balance there is the most common sign an elimination has been missed.

For the mechanics behind the checklist, see consolidating across QuickBooks and Xero and consolidating a trust group.

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