Course curriculum

  • 1
    Welcome to Platinum Professional Training
    • PPT Value Statement
    • Organisational Chart
  • 2
    Job responsibilities
    • Job responsibilities
  • 3
    1(1). Manage support email
    • Introduction
    • a. How to update database and grant Thinkfic & Xero access
    • b. Suspension/extension
    • Confirm general suspension case
    • Retrieve account access after general suspension
    • Backdate suspension to extend program in special cases
    • Confirm general extension case
    • c. How to respond to general Thinkfic & Xero & Tax access related queries
    • Thinkfic access
    • Xero (blue) account access
    • Xero tax (green) account access
    • d. How to respond to software technical related queries
    • e. Save induction documents
    • f. Answer training/internship related queries
    • Xero training hw related - APAR, Bank, CC rec
    • Xero training hw related - FAR, Report, Accrual
    • Xero training hw related - Payroll, BAS, Prepayment
    • How to answer internship related queries and manage tax internship induction booking
    • g. Others
    • How to handle reference check request email
    • How to handle “seeking advice” related queries
  • 4
    1(2). Manage assessment email
    • Introduction
    • How to confirmation BAS exam booking
    • BAS Agent Units Exam