Develop a questionnaire to seek feedback from the clients for whom you perform BAS services. This will enable you to identify areas where your servi

Part 1: Questionnaire

Develop a questionnaire to seek feedback from the clients for whom you perform BAS services. This will enable you to identify areas where your service might be improved or tailored toward your clients needs.

Develop at least five questions to include in your questionnaire that will enable you to get feedback on the service you are providing.

Your questionnaire must be prepared using appropriate computer software, such as a word processing program. Ensure you present your answer in a format that will encourage your client to respond.

Once completed you will need to submit the Questionnaire with the completed assessment.

Physical evidence required:

Client Feedback Questionnaire collecting feedback on:

Range of services provided

Type of services provided

Quality of service provided

Act on feedback:

You have sent out your questionnaire to all of your clients. You have received feedback from one of your clients indicating they are not happy with the customer service of the business. They make a comment in regard to the receptionist being rude when they arrive and their bookkeeper always being quite rushed.

How will you address this feedback? In your answer, consider how you will investigate the issue further and how you could improve the clients experience. (As a guide your answer should be between 60 to 80 words)

Part 2: Procedures

Task 1

Your workplace has decided to setup a petty cash system to pay for minor workplace incidentals. You are required to develop the petty cash procedures for all employees, including the Petty Cash Officer, to follow. Items to consider:

Petty Cash Imprest (Float) will be $200.00

Which items can be claimed?

Limitations to claims dates, amounts

Advancing funds

Evidence of claims

Location and security of funds

Documentation to be completed/kept (consider legislative requirements)

Reimbursement of funds

Ensure you present your answer in a format that is easy for all employees to follow.

(As a guide your answer should be between 110 to 130 words)

Physical evidence required:

Petty Cash Procedures

Insert your procedures here

Task 2

Adapting to change in technology and work organsation, within a timely manner

Scenario: Today is 1 March 2021 and your workplace is getting ready for Single Touch Payroll (STP). Your workplace is a small family business of just 8 employees where all employees are members of the same family (closely held employees). As such, up until now, your workplace has been exempt from the STP deadline. However, from 1 July 2021 all workplaces must comply.

Single Touch Payroll (STP) is a change to the way you report payroll information to the ATO. This is a change for your workplace from a manual reporting system to a digital reporting system.

Review the Australian Taxation Office (ATO) website on what your workplace needs to do to get ready to adapt to the changes in technology and work organisation, within a timely manner.

Research all legislative, statutory, regulatory and industry requirements that apply to you carrying out your business

Complete the table below, identifying the key procedures and timeframes that are required for your workplace to get ready to implement Single Touch Payroll within a 3-month timeframe. Ensure you describe how, and include in your procedure, your regular review of reporting system to ensure it is compliant and up to date with current and relevant legislation and technologies.

Preparation for Single Touch Payroll

No. Procedure Timeframe

Start Date End Date

Describe how and include in your procedure your regular review of reporting system to ensure it is compliant up to date with current and relevant legislation and technologies.

d) What would you do if you receive a high priority request while you were preparing your procedure and researching technologies to implement Single Touch Payroll?

e) What support will you provide to the other team members yet make sure your workload is also completed?

f) When do you think you should next review your Single Touch Payroll system? And how often should you review and adapt it?

Part 3: Work plan

You have a number of work activities from different clients that need to be completed. The activities are:

June 2020 Quarter Business Activity Statement for Client A

Report through Single Touch Payroll for Client A (NOTE: Client A has more than 20 employees)

June 2020 Monthly Business Activity Statement for Client B

Plan your work as a BAS Agent to manage the resources, time and priorities. Resources may include equipment, websites, forms, software.

You are required to complete the Work Plan form below, in priority order.

Additional Information:

ATO website link: https://www.ato.gov.au/Tax-professionals/Prepare-and-lodge/BAS-agent-lodgment-program/You lodge activity statements using the ATO BAS Agent Portal

Assume Client B has one or more arms-length payees

Your activities should be sorted by due date showing the most urgent at the top and the least urgent at the bottom. Assume today is 30 June 2020.

(As a guide your answer should be between 80 to 100 words)

Work Plan

Priority Work Task Resources Required Due Date

Part 4: Professional development

Task 1

Instructions to the student:

Read the scenario below and complete the Professional Development Plan (PDP) form.

Scenario:

As an accounting and/ or bookkeeping professionals you need to maintain your professional development on a regular basis. Identify what professional development needs and goals you will need as a professional or as a student and identify a start date. Ensure that your goals are reviewed every 4 weeks. You will develop your plan for a 4 month timeframe.

If working, your PDP can inlcude your professional learning goals and work development. Show your supervisor, including the start date and a mid-point review date, and have your supervisor sign off on your PDP after you have shown it to them.

If you are not currently working, you can communicate with your assessor for your professional learning goals and development for this course, including the start date and a mid-point review date. Your teacher can be your supervisor.

When completing your PDP form consider:

Using SMART (Specific, Measurable, Achievable, Relevant, Time) model, to identify and review your own professional development needs and goals on a regular basis.

Developing skills in the use of technology, software, legislation and accounting procedures.

Complete the PDP form below:

Professional Development Plan (PDP)

Employee Name Current Position Start Date Mid-Point Review End Date

Supervisors Name Current Position

Select PDP Timeframe:

4 months

6 months

12 months

Career and Professional Goals

No. Goals Time Frame (date)

(Short, medium and long term)

Identify areas for Development of Professional practice

Review your Professional learning goals and activities

No. Professional learning Goals Activities Completion date

Plan Evaluation

Employee Evaluation Supervisor / Teacher Evaluation Signature Signature Date Date Task 2

Access the Tax Practitioner Boards website and identify the minimum number of Continuing Professional Education (CPE) hours within a 3-year registration and the minimum number of CPE hours that must be completed each year for:

Tax Agents (Standard) (As a guide your answer should be between 10 to 20 words)

BAS Agents (As a guide your answer should be between 10 to 20 words)

Develop a Continuing Professional Education (CPE) plan. Use the form below. Refer to the Tax Practitioner Boards website https://www.tpb.gov.au/cpe-activities for types of activities and the hours you may undertake to comply with your tax agent/BAS agent registration requirements for 3 years.

You need to include:

Details (event name, host, activity, date, CPE/CPD hours and confirmation of completed activity and or evidence of verification that it is an approved CPE/ CPD event within required timeframe).

Section 2 of the CPE form below must be verified that your plan complies with industry requirements. Your workplace supervisor can complete this part. If you are not currently working, your assessor can check if your plan complies with industry requirements and can complete Section 2 of the form below, upon request.

Provide a screen shot of the event and include in box provided below. This is to verify compliance with CPE/ CPD requirements, legislation and competency development.

Other physical evidence required:

Completed CPE Plan

A printout or screen shot of the details of the event or activity

Continuing Professional Education (CPE) Plan

Section 1

Continuing Professional Education

Activity Details: Date Proposed CPE/CPD Hours Completed Date and Evidence

Date activity completed Evidence and or compliance check

(attach document of event attended)

Section 2

Compliance of CPE/ CPD Activity

Supervisor Names & Position:

Signature: Activities comply with requirements for Accounting and Bookkeeping services, roles and responsibilities.

Approved

Date: Note: Student to attach any screen clips of the details of the event or activity where evidence is not submitted to your learning platform.