Course curriculum

  • 1
    Welcome to Platinum Accounting Australia (PAA)
    • Business Success Blueprint
    • Live Program Induction Session
    • Email Communication Guidelines and Turnaround Times
  • 2
    Instruction for Setup Xero Access
    • Xero (Financial)
    • Xero (Tax)
  • 3
    Marketing & Sales Plan + Resources
    • 90-Day Marketing & Sales Plan
    • Disclaimer for All Your Marketing Channels
    • Week 1: Individual Tax Return (ITR) Service - 1st round email - Template
    • Week 1: Individual Tax Return (ITR) Service - 1st round SMS - Template
    • Week 2-5: Individual Tax Return (ITR) Service - 2nd round email - Template
    • Week 2-5: Individual Tax Return (ITR) Service - 2nd round SMS - Template
    • Week 2-5: Phone Script - Book in free consultation
    • Week 6-9: 1 to 1 to Individuals - Salary Only
    • Week 6-9: 1 to 1 to Individuals - Sole Trader
    • Week 6-9: 1 to 1 to Individuals - Individuals with Investment Properties
    • Week 10-12: 12 Value Adding Articles - Nurture Sequence
  • 4
    Forms & Tax Return Procedure
    • Tax Return Preparation & Review Guideline - Must Read!
    • Individual Tax Return (ITR)
    • Business Tax Return (Company)
    • Business Tax Return (Trust)
    • Business Tax Return (Partnership)
    • Business Tax Return (SMSF)
    • Business Activity Statement (BAS)
  • 5
    General Tax Service Guidance
    • 1. Accountant Letter
    • 2. Statutory Declaration - Medicare Exemption
  • 6
    1. Tax Compliance
    • 1. Things to consider before starting business (1 of 2)
    • 1. Things to consider before starting business - (2 of 2)
    • 2. Government Compliance
    • 3. Company Registration
    • 4.Tax Registration
    • 5. Tax Reporting
    • 6. ASIC Compliance - How to add new Client on ASIC portal
  • 7
    1 (1). Individual Tax Return
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 OVERVIEW
    • 1.3 INCOME
    • 1.4 DEDUCTION
    • 1.5 ITR FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - SUMMARY
    • 2.1 CASE STUDY - MATERIALS
    • 2.2 CASE STUDY XERO PART 1
    • 2.2 CASE STUDY XERO PART 2
  • 8
    1 (2). Sole Trader Tax Return
    • Introduction
    • 1. SOLE TRADER FUNDAMENTAL - MATERIALS
    • 1.1 SOLE TRADER FUNDAMENTALS - VIDEO
    • 1.2 SOLE TRADER FUNDAMENTAL - QUIZ
    • 1.3 SOLE TRADER CASE STUDY - SUMMARY
    • 1.4 SOLE TRADER CASE STUDY - MATERIALS
    • 1.5 CASE STUDY SOLE TRADER PART 1
    • 1.5 CASE STUDY SOLE TRADER PART 2
  • 9
    1 (3). Company Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS VIDEO PART 1
    • 1.2 FUNDAMENTALS VIDEO PART 2
    • 1.3 COMPANY TAX RETURN FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - MATERIALS
    • 2.1 CASE STUDY COMPANY PART 1
    • 2.1 CASE STUDY COMPANY PART 2
    • 2.1 CASE STUDY COMPANY PART 3
  • 10
    1 (4). Trust Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS TRUSTS
    • 1.3 TRUST FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - MATERIALS
    • 2.1 CASE STUDY TRUST
  • 11
    1 (5). Partnership Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS VIDEO
    • 1.3 PARTNERSHIP FUNDAMENTAL - QUIZ
    • 2. SIMPLE CASE STUDY - SUMMARY
    • 2.1 SIMPLE CASE STUDY - MATERIALS
    • 2.2 CASE STUDY SIMPLE PARTNERSHIP PART 1
    • 2.3 CASE STUDY SIMPLE PARTNERSHIP PART 2
    • 2.4 CASE STUDY SIMPLE PARTNERSHIP PART 3
    • 3. COMPLEX CASE STUDY - SUMMARY
    • 3.1 COMPLEX CASE STUDY - MATERIALS
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 1
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 2
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 3
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 4
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 5
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 6
  • 12
    1 (6). SMSF Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS SMSF
    • 1.3 TRUST FUNDAMENTAL - QUIZ
    • 2. TAX RETURN CASE STUDY - SUMMARY
    • 2.1 TAX RETURN CASE STUDY - MATERIALS
    • MUST READ!
    • 2.2 CASE STUDY VIDEO - Part 1
    • 2.2 CASE STUDY VIDEO - Part 2
    • 3. AUDITING CASE STUDY - SUMMARY
    • 3.1 AUDITING CASE STUDY - MATERIALS
    • 3.2 AUDITING CASE STUDY VIDEO
  • 13
    2. Bookkeeping Training
    • 1. Basic Bookkeeping Concepts
    • 2. Simple Excel Bookkeeping
    • 3. Bookkeeping Concepts - Continued
    • 4. Level-up Excel Bookkeeping
    • 5. Understand Financial Statements
  • 14
    2 (1). Accounts Payable & Accounts Receivable
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • AP/AR NOTE
  • 15
    2 (2). Bank Reconciliation
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
  • 16
    2 (3). Credit Card Reconciliation
    • INTRODUCTION
    • TRAINING SLIDES
    • CREDIT CARD EXCEL FILES
    • TRAINING VIDEO
    • CREDIT CARD REC NOTE
  • 17
    2 (4). Inventory
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 18
    2 (5). Business Activity Statement (BAS)
    • INTRODUCTION
    • MUST READ!!!
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
  • 19
    2 (6). Payroll
    • INTRODUCTION
    • MUST READ!!!
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING VIDEO - STP
    • TRAINING NOTE
    • TRAINING MATERIALS
  • 20
    2 (7). Prepayment
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 21
    2 (8). Fix Asset Register
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
    • TRAINING NOTE
  • 22
    2 (9). Cost Center Reporting
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
  • 23
    2 (10). Accrue to Budget
    • INTRODUCTION
    • TRAINING SLIDES
    • MUST READ!!!
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 24
    2 (11). Budget Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 25
    2 (12). Forecast Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIAL
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 26
    2 (13). Cash Flow Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 27
    3. Practice Training
    • Practice Training Index (A to I)
  • 28
    A
    • 1. Client Engagement
    • 2. Facebook Campaign
    • 3. Social Media Marketing (1 of 3)
    • 3. Social Media Marketing (2 of 3)
    • 3. Social Media Marketing (3 of 3)
    • 4. Sales Technique
    • 5. Enquiry Management
    • 6. Creating Your Product
    • 7. How to engage freelancer on Airtasker
    • 8. Professional Networking
    • 9. LinkedIn Marketing
    • 10. Price v Value of your services
    • 11. How to prepare for the coming tax season
  • 29
    B
    • 1. ITR Procedure
    • 2. ITR (Email, Forms & Template)
    • 3. ITR (Rental property, M1 and M2)
    • 4. Case Study: How to process a complex ITR in Xero Tax
  • 30
    C
    • 1. Business Activity Statement Case Study (1 of 2)
    • 1. Business Activity Statement Case Study (2 of 2)
    • 2. How to create SGC Payment files through Super Clearing House
  • 31
    D
    • 1. Company Set up
    • 2. Company Tax Return Case Study (1)
    • 3. Company Tax Return Case Study (2)
    • 4. How to process a Company Tax Return in Xero Tax
  • 32
    E
    • 1. Partnership Tax Return Case Study
    • 2. Trust Tax Return Case Study
    • 3. Case Study: How to process partnership tax return in Xero Tax
    • 4. Trustee Setting Tips: Insights from Platinums response to a licensee
  • 33
    F
    • 1. SMSF
  • 34
    G
    • 1. XERO Bank Reconciliation Case Study
    • 2. Financial reports Case Study
    • 3. Internal Income Rec Case Study
    • 4. Internal Petty Cash Rec Case Study
    • 5. Xero Reports
  • 35
    H
    • 1. Time Management
    • 2. Systemise Your Business
    • 3. Science of Recruitment
    • 4. Enhancing Communication Strategies for Communicating Significant Service Fee Increase to Tax Clients
  • 36
    I
    • 1. How to work with different tax software after I have my first client?
    • 2. How to set up and allocate work tasks in Xero Tax
    • 3. How to manage tax clients expectation
  • 37
    J
    • 1. How to record time when preparing the tax returns?
    • 2. Case Study: Platinum Work Review Process and Explanation
  • 38
    K
    • 1. How to provide service quotations to your client
  • 39
    L
    • April 2024
    • June 2024
    • September 2024
    • October 2024
  • 40
    M
    • June 2024
    • August 2024