Competency Evaluator

Good work private life balance

Completion of time sheets

Able to meet deadlines

Able to prioritise work

Support of fellow team members

Telephone Manner

Participation in meetings

Email and letter writing skills

Identification with clients

Integration with team members

Ability to explain technical issues to clients

Ability to understand questions and instructions

Able to negotiate and resolve satisfactorily differences of opinion

Do you wish to Evaluate Level 1 skills?

Office - Collection of Mail, welcoming clients, standard letters and rubbish collection

ASIC - Lookup company details, send out Annual Returns

Workpaper Program - Personal Checklist and Personal tax returns

Workpaper Program - Business - A to F, K to S

Workpaper Program - Business - G

ATO - able to use portal for prefill reports, Bas entry, integrated accounts lookup, and general use

Preparation of personal tax returns with the client

Handisoft - Processing bank statements and preparation of BAS returns

Do you wish to evaluate Level 2 skills?

Business Program - G, T schedules

Superannuation Program - I schedules

Superannuation Program - R, schedules

Superannuation Audit Program - All schedules

FBT on motor vehicles and substantiation of motor vehicle expenses

ATO - Amendment requests

Financial Statements, able to customise standard reports

Handisoft - Superannuation returns

Handisoft - Company Returns

Preparation of small business Tax Returns with the client present

Do you wish to evaluate Level 3 skills?

Office - job budgets, debt collection, invoicing<br>

Financial planning - obtained RG146 certification <br>

Superannuation - pension calculations<br>

Capital gains tax, including principle residence exemption and estate issues but excluding small business cincession<br>

FBT, other than car, and entertainment expenses

Tertiary study progress satisfactory

ATO - Ruling requests

ATO - Debt and penalty remission<br>

Do you wish to evaluate Level 4 skills?

Client engagement skills, including gaining new clients, assessing client requirements, scheduling work, meeting client expectations, finalising jobs

Training and supervision of trainee

Staff Recruitment skills and experience

Research - able to investigate questions and communicate answers

Taxation Planning including distribution of income, use of trusts

Salary packaging and related issues

Capital gains tax - small business concession

Do you wish to evaluate Level 5 skills?

Business planning and forecasting

Financial reporting standards and requirements

Profitability of staff and costing of jobs

Advanced taxation planning experience, including value shifting, Part IVA, debt equity rules, employee share schemes

ATO - experience of audit activity, dispute resolution,

International Tax Planning and transfer pricing

Research and Development

Do you wish to evaluate Level 6 skills?

Does the member have appropriate recognised qualifications?

Are the CPE hours adequate?

Has the member established an expert rating in a particular competency

Competency in supervising Client Manager

Has the member updated Risk Analysis, Independence statements and professional indemnity disclosures?