End of Financial FAQs
How do I access End of Financial Year (EOFY) tax reporting?
FinClear do not provide specific “tax” reporting, however there are several reports you can access to assist your clients at tax time via TC Wealth > Accounts > Account View.
Holdings Tab – As At Date – Set the date as 30 June – Generate PDF / CSV Report
Confirmations – Set Date Range to Fin Year – Generate CSV report
Ledger - Set Date Range to Fin Year – Generate PDF / CSV report
How do I send EOFY reporting directly to my clients?
In TC Wealth you can schedule EOFY reporting to go out to clients. This is done via the reporting module, Client Statements, Client Reports (Email Direct to Clients).
The reports available to be scheduled are:
*Sponsored Holdings Statement – Single Account
*Portfolio Holding Statement – Single Account
*Client Statement- Single Account (this is a ledger report)
Click on the clock icon next to the report name and enter account number. The frequency will be ‘Financial Year’ and the Schedule time will be End of Financial Year.
Once scheduled you can view in the Scheduled tab in the Reporting module.
Important Note: EOFY reporting MUST be scheduled prior to June 30th. If it is done after 30th June, you will need to run these reports manually as they cannot be scheduled post June 30th.