> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Preparing EOFY Statement

> Generate and read a client's End of Financial Year statement

Ezyiah generates an End of Financial Year statement that brings together a client's Profit and Loss Statement for the full year in one exportable document.

<video src="https://mintcdn.com/ezyiah-3f16b61b/IdVvHO2MkYPorBwn/videos/EOFY-statement.webm?fit=max&auto=format&n=IdVvHO2MkYPorBwn&q=85&s=496f4e4465fe5299646cdabc7216be3b" controls data-path="videos/EOFY-statement.webm" />

<Steps>
  <Step title="Open Reports">
    With a client selected, click **Reports** in the left sidebar to expand it. This reveals every report Ezyiah can generate for that client, including **EOFY Statement** alongside Business Activity Statement, Profit & Loss, Balance Sheet, Trial Balance, General Ledger Summary, Transaction Report, Depreciation Schedule, and Taxable Payments Annual Report.
  </Step>

  <Step title="Open the EOFY Statement report">
    Click **EOFY Statement** in the expanded Reports list. Ezyiah generates the report for the client and loads it on screen, titled **End of Financial Year**.
  </Step>

  <Step title="Select the financial year">
    Use the **Financial Year** selector in the top right to choose which year's statement you want to view. The report updates to cover that year.
  </Step>
</Steps>

## Reading the report

The report opens with **End of Financial Year Financial Statements**, showing the client's **Company Name**, the **Reporting Period** covered, and who it was **Prepared By**.

Below that, the statement leads with the **Profit and Loss Statement** for the year, in the same **Accounts** and **Incl. Transactions** layout as the standalone Profit & Loss report. **Trading Income** lists each income account with its code, such as Sales - GST on Income (200) and Interest Income (202), followed by a **Total Trading Income** line. **Direct Costs (COGS)** lists cost of goods sold accounts, such as Purchases (328), followed by a **Total Cost of Goods Sold** line. **Operating Expenses (OPEX)** follows with the client's running costs for the year.

<Tip>
  Use the zoom controls in the top left to adjust how the report displays on screen, and click **Export Report** in the top right to download it.
</Tip>

<Note>
  This page currently covers the Profit and Loss portion of the statement, through to the start of Operating Expenses. An End of Financial Year statement typically also includes a Balance Sheet section, which is not yet confirmed here. This will be added once further screenshots of the full scroll are available.
</Note>