Preparing returns, notices, statements, applications or other documents about your client’s liabilities, obligations or entitlements under a taxation law.

Lodging returns, notices, statements, applications or other documents about your client’s liabilities, obligations or entitlements under a taxation law.

Assisting clients with tax concessions for expenditure incurred on research and development activities where the service involves the application of taxation laws.

Preparing depreciation schedules on the deductibility of capital expenditure.

Preparing or lodging objections on behalf of a taxpayer under Part IVC of the Taxation Administration Act 1953 (TAA) against an assessment, determination, notice or decision under a taxation law.

Giving clients advice about a taxation law that they can reasonably be expected to rely on to satisfy their taxation obligations.

Dealing with the Commissioner on behalf of clients.

Applying to the Commissioner or the Administrative Appeals Tribunal (AAT) for a review of, or instituting an appeal against, a decision on an objection under Part IVC of the TAA. 

Reconciling BAS provision data entry to ascertain the figures to be included on a client’s activity statement.

Filling in an activity statement on behalf of a client or instructing them which figures to include.

Ascertaining the withholding obligations for employees of your clients, including preparing income statements.

Installing computer accounting software and determining default goods and services tax (GST) and other codes tailored to clients.

Installing computer accounting software without determining default GST and other codes tailored to clients.

Coding transactions, particularly in circumstances where it requires the interpretation or application of a taxation law.

Coding tax invoices and transferring data onto a computer program for clients under the instruction and supervision of a registered tax or BAS agent.

Contracting the services of a specialist to provide advice about an area of taxation law that you have no expertise and cannot review for accuracy.

Services provided by an auditor of a self-managed superannuation fund under the Superannuation Industry (Supervision) Act 1993.

Providing general taxation advice to clients that does not involve the application or interpretation of a taxation law to the client’s personal circumstances.

General training (such as a classroom) in relation to the use of computerised accounting software not related to particular fact situations.

Preparing bank reconciliations.

Entering data.

Providing a payroll service which involves interpreting and applying a taxation law, including reporting of employee payroll information through the use of single touch payroll (STP) enabled software.

Undertaking a payroll compliance review, providing an assessment and/or opinion as to whether the client is compliant with their taxation obligations under one or more taxation laws.

Providing tax related advice specific to client's circumstances regarding: PAYG withholding liability, Superannuation Guarantee obligations, fringe benefits tax laws, and termination and redundancy payments.

Transmission of data to the Commissioner through single touch payroll (STP) enabled software, where the data transmission does not require the interpretation or application of a taxation law.