STAFF TO BE TRAINED IN:

  1. office workflow/procedure
    1. tax job procedure
    2. TT invoice procedure
    3. calendar
    4. phone call

  2. Admin jobs
    1. NOA xpm
    2. toky phone calls
    3. xpm notes
    4. xpm timesheets

  3. Accounting Tax jobs: 
    1. Individual 
      1. basics
        1. prefill
        2. payment summary procedure
        3. new client procedure
          1. new individual
          2. new business (sole trader pship)
          3. new company & association
        4. filing procedure
        5. TT workpaper procedure
        6. hecs
        7. PHI
        8. medicare
      2. complex individuals
        1. shares
        2. rental property
        3. units in trusts
        4. cgt
        5. employee share scheme

    2. business tax return
      1. basics
        1. TT workpaper procedure & excel summary
      2. sole trader - green xero procedure in item 15 in ITR business schedule
      3. partnership - distribution and green xero partner link procedure
      4. company
      5. trust

    3. BAS
      1. basics
        1. spend / receive money
        2. bank data import + reconcile
        3. TT workpapers
        4. monthly IAS + quarterly T7
        5. W1 W2 T7 7D
        6. gst free, gst on exp, gst on capital, etc. - stock, sales, finance repayments
      2. complex
        1. MV schedule + finance repayments
        2. capital purchases
        3. Equipment > $20k net gst purchases (varies with new laws)

    4. Payroll 
      1. myob, xero, btmsoft
      2. minimum wages + tax withheld tables + pay rates normal, weekend, public holiday
      3. annual, sick, and long service leave

Softwares

  1. cloud systems:
    1. gsuite drive stream (googledrive)
    2. Onedrive (no more sharepoint)
    3. dropbox

  2. Freshdesk 
    1. Ticket email 
    2. Solutions - Manual
    3. Forum
    4. Assume identity

  3. Green Xero
    1. Job
    2. Client
    3. Job status

  4. Blue Xero

  5. MYOB

  6. BTMsoft : PAYG summary

  7. Timely calendar - appointment

  8. Toky phonecall

  9. Microsoft Team - internal chat 

  10. Weekly Meeting Agenda - Wednesday after lunch 1PM.
    1. Chairman roster

  11. Saturday work Roster - during Tax season

  12. Other responsibilities
    1. chairman for meeting
    2. watering plants
    3. tidy table + office
    4. assist Connie + TT
    5. privacy matters - client files + IT files