1. Ask TT FIRST for jobs. Then ask her if its okay to ask Chris for jobs
  2. Examples of jobs to do: 
From TTFrom Chris
  • Prepare workpaper for next quarter, tax planning, or tax return
  • Check and reconcile TT wages excel (unknown if relevant after STP) 
    • super/allowance/wage planning
  • Clean up physical folders: remove old divider for new ones, archive WP
  • Research tax stuff
  • Follow up with clients on unresolved issues
  • Move pdoc signature documents
  • help Connie with filing
  • pre-filling
  • prepare PSAR (unknown if relevant after STP)
  • get Agenda meeting ready

  • Clean up PC and Admin folders
    • OTC folders
    • BAS folder
    • Tax return folder
    • workers compensation folder
    • too many files not labelled with YYYYMMDD + files left outside in random spots
  • Clean up Onenote Archive
  • download ATO report of outstanding Activity statement + Income tax return
  • NowInfinity
    • send emails
    • check for Green xero errors
  • Assign tickets on freshdesk
  • followup on external provider ticket issues - ITT, freshdesk, microsoft office365, xero
  • Green xero clean
    • ensure all emails, mobile have been added
    • relationships have been entered
    • revise xpm job list - 
      • add new recurring jobs
      • close jobs
  • complete missing email/mobile on green xero
  • backup myob files
  • mail chimp emails for current/next year
    • fill out missing mobiles, emails, on green xero
    • investigate the errors from here
  • Onenote 2016 issue