The EOFY STP Finalisation with AI

How to Use Claude and Xero to close your payroll before 14 July

Recorded

1 x CPD point

This session walks through three things that matter right now for anyone handling payroll in Xero.

The first is STP finalisation. We'll go through the process from start to finish — reconciling YTD figures against your BAS, checking pay item coding , and submitting the finalisation in Xero before the 14 July ATO deadline. We will go through the things to be done before and post 30th June 2026.

The second is payday super. From 1 July 2026, super must be paid within 7 days of each payday . We'll cover the eight Xero steps to get clients set up correctly before the first July pay run.

The third is Xonboard. We'll touch on how Xonboard works with Xero to collect the right employee information before a new employee's first pay run — TFN, super fund details, bank account, tax file declaration — so you're not dealing with missing data at year end or when STP figures don't reconcile. Getting this right at onboarding is the cleanest way to prevent the errors that cause STP problems twelve months later. But guess what we can do this for existing employees too.

The AI component uses Claude for three specific tasks: generating a reconciliation checklist from your client's Xero data, drafting an ATO correction letter when an error is found, and writing the client emails you need to send this month. These are shown live on screen with the exact prompts included.

What's covered:

— STP finalisation: key dates, Xero steps, ATO submission

— The five most common coding errors in Xero and where to find them

— Reconciling STP figures against your BAS (W1 and W2)

— Payday super: what changes 1 July 2026 and eight Xero steps to prepare

— Xonboard: how it connects to Xero and what to collect at employee onboarding to prevent year-end data gaps

— How using Claude can make the process quicket and more efficient

What's included:

— 60-minute live session with Q&A

— Replay available

— 25-point STP finalisation checklist including a Xonboard section (PDF, Xero paths included)

— Three editable client email templates (Word doc)

— Claude prompt pack (copy-paste ready)

— 1 CPD hour

This session is for bookkeepers, payroll officers and accountants who handle payroll for clients in Xero. It assumes familiarity with Xero payroll — it is not a Xero basics session.  

** This webinar will be recorded - all those that book will receive a copy of the recording after the event.