Course curriculum

  • 1
    1. Tax Return Technical and case study
    • 1.1.1. ITR Working Procedure FREE PREVIEW
    • 1.1.2. ITR Working Procedure - Training Video
    • 1.1.3. ITR Part 1
    • 1.1.4. ITR Part 2
    • 1.1.5. ITR Part 3
    • 1.1.6. Share Trading
    • 1.1.7. ITR (SIMPLE CASE - Materials)
    • 1.1.8. ITR (SIMPLE CASE)
    • 1.1.9. Practice - 2021ITR Yan, Yi
    • 1.1.10. Practice - 2021ITR Zhang Xiaogang & Liang Chen
    • 1.1.11. Practice - 2021ITR Li Bo (Business Client from Urban)
    • 1.1.12. Complex ITR Part 1
    • 1.1.13. Complex ITR Part 2
    • 1.2.1. PTR - NOTE
    • 1.2.2. PTR - FUNDAMENTALS
    • 1.2.3. Simple Partnership Return Part 1
    • 1.2.4. Simple Partnership Return Part 2
    • 1.2.5. Simple Partnership Return Part 3
    • 1.3.1. CTR - FUNDAMENTALS
    • 1.3.2. CTR in Xero Blue and Xero Tax
    • 1.3.3. Prepare Financials and Tax Return for business clients
    • 1.3.4. CTR (CASE STUDY - Materials)
    • 1.3.5. CTR (CASE STUDY- Prepare GL, Financials, Tax Return)
    • 1.3.6. Review CTR - Guangyuan (1 of 2)
    • 1.3.6. Review CTR - Guangyuan (2 of 2)
    • 1.4.1. NOTE to TTR - FUNDAMENTALS
    • 1.4.2. TTR - FUNDAMENTALS
    • 1.4.3. TTR (CASE STUDY 1)
    • 1.4.4. TTR (CASE STUDY 1 - Materials)
    • 1.4.5. TTR (CASE STUDY 2 - TRADING TRUST - Materials)
    • 1.4.6. TTR (CASE STUDY 2 - TRADING TRUST)
  • 2
    2. BAS Technical and case study
    • BAS working procedure for our staff
    • Case Study - BAS in Xero Tax
    • Case Study - La Mode & TS
    • Case Study - How to prepare BAS for Hubdoc client
    • Case Study - Bookkeeping & STP for La Mode AND TS Textile
    • Case Study - I M Trust (Invigorate)
    • How to create SGC Payment files through Super Clearing House
  • 3
    3. Xero Tax & Xero Practice Manager (XPM)
    • How to add new client in XPM
    • Issue Invoices in Xero Tax
    • Run lodgment status report & Schedule Jobs In Xero Tax
    • How to set up business in Xero ( Payroll only)
    • Fix lodgment Error
    • STP Client
    • How to connect Xero with ATO
    • How to change the client’s contact details across different Xero systems
  • 4
    4. ASIC
    • ASIC Login Details
    • Check Debt Report and Send ASIC Email to Client
    • Set Up Company (Registration)
    • Reinstate Company
    • Deregister Company
    • How to change shareholder structure on ASIC
  • 5
    5. Action on Tax Agent Portal
    • Communicate with ATO
    • Add new client
    • Update client detail
    • Send tax lodgement letter to client
    • How to request a e-signature from a client & How to download the pdf file when the e-sign doesn’t work
  • 6
    6. Admin
    • 2023 Price List
    • Pay Advantage
    • Adobe e-sign function
    • EDR Stamping Document with Infotrack
    • TA Training - Asset Manager
    • Prepare Private Ruling Application
    • How to prepare weekly & monthly progress report, Part 1
    • How to prepare weekly & monthly progress report, Part 1
  • 7
    7. Platinum Licensee Pathway Program
    • Understand the Work Process and Review Policy
    • How to use Workpapers
    • Troubleshooting for licensee queries
  • 8
    8. Others
    • PAA Reconciliation
    • 2022 Business Support Grant
    • Renew Insurance & License
    • Update CPD hours for Coco on CPA website
    • Renew Workcover insurance for PPT (NSW, VIC and SA) and PAA (NSW)
    • Setting up suite file
    • Transition Video with Jackie
    • Transition Video with Syeda
  • 9
    9. Email Template
    • (1) Engagement New Business Client
  • 10
    10. Client Case Training
    • 1. SMSF Training - Licensee (Satya) - 15/12/2023
  • 11
    11. Non-Tax Service
    • 1. How to prepare an accountant's letter