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The end of financial year is a busy time for NDIS service providers. It’s a time to submit any final invoices in the closing financial year and gather any required reporting and documentation together.
The EOFY is also a great time to set yourself up for the year ahead, and with the right strategies in place, providers can close out the year confidently while positioning their organisation for continued success in the evolving NDIS landscape.
Here’s our top EOFY tips for NDIS service providers.
- Get those invoices in early – all invoices should be sent to [email protected].
- The Plan Tracker Portal – use your Portal to upload your invoices, the earlier the better!
- Annual reporting – reports can be downloaded directly from your Portal.
- Organise your financial records
- Income Statements – Ensure all invoices and receipts are accurately recorded and up to date.
- Expense Documentation – Confirm all receipts and expense records are collected and entered into bookkeeping software. Complete in manageable batches.
- Payroll Records – Verify all employee payments are documented correctly and reconciled.
- Get planning for Next Year! – Set clear financial goals for the year ahead. Create a structured budget, plan and forecast cash flow.
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Want to call or email us?
Call 1800 549 670 8am-6pm Monday to Friday (Melbourne time) or email [email protected].