Tips for NDIS Service Providers during the EOFY

The end of financial year (EOFY) is an important milestone for NDIS service providers. It’s a time to finalise invoicing, ensure reporting is up to date, and bring together key financial documentation.

EOFY also presents an opportunity to prepare for the year ahead. With the right approach, providers can close out the financial year with confidence while strengthening their position for continued success in an evolving NDIS environment.

Here are our top EOFY tips for NDIS service providers.

Finalise Your Invoicing

• Submit Invoices Early
  Ensure all invoices for the current financial year are submitted as soon as possible to avoid delays. Send invoices to [email protected].
• Use the Plan Partners Dashboard
  Upload invoices via your Dashboard to streamline processing. Early submission supports timely payment.

Complete Reporting Requirements

• Annual Reporting
  Access and download reports directly from your Dashboard to support your EOFY reporting obligations.

Plan for the Year Ahead

• Financial Goals
  Set clear, measurable financial goals for the upcoming year.
• Budget and Cash Flow
  Develop a structured budget and forecast cash flow to support ongoing operations and growth.

Organise 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 your bookkeeping system. Complete in manageable batches where possible.
• Payroll Records
  Verify all employee payments are correctly documented and reconciled.

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