30 administration tasks

1. 30 administration tasks • Client additions and deletions • Returning client records • Typing of letters and simple reports to clients • Filing of any sort • Dealing with client ATO Correspondence • Making and changing appointments • Fee preparation • Preparing checklist of information required from clients • Reviewing and checking client source documents when received against checklist • Contacting clients for any missing information or general queries

2. 30 administration tasks • Logging of each job on the Job Register • Collation and preparation of workpapers • Preparation of the first draft of a job budgets • Monitoring of WIP • Monitoring BAS lodgements • Monitoring workflow • Advising clients of ABN and GST registration • Advising clients of PAYG installment obligations • Advising clients of personal income tax assessments • Advising clients of tax file number

3. 30 administration tasks • Forwarding of HECS statements to clients • Review and forward clients' running balance account from the ATO • Printing and binding finalised annual financial statements and taxation returns and other client reports • Checking BankLink data in from and out to Clients • Incorporation of companies • Completion of annual company returns • Attending all ASIC matters including completion of ASIC Forms • Monitoring work checklists to meet ATO due dates • Review and chase debtors at the end of each month • Systems writing and updating

4. Who should be doing what? • Price and communicate to client with sign off • Gather raw materials • Check everything received • Contact client for missing information • Log the job on the work register • Internal team budget • Set up the workpapers • Allocate & explain the job • Do the job • Communicate technical queries & then finish • Review the job • Print / Collate / Bind / Invoice / Send / File • Meeting with the client – explain / add value Client Manager Admin Admin Admin Admin Admin Admin Client Manager Accountant CM/Accountant Client Manager Admin CM/Accountant