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NSW TAFE: Part 1: Role play To complete this part of the assessment, you will participate in a role play with the help of a colleague or peer to demonstrate your ability to complete skills-based tasks to industry standards. If you are completing your course online, you will need to digitally record and submit the role play as video evidence. Follow the Video recording instruction (pdf). These instructions include useful tips, links to resources, and a demonstration video. Read all instructions carefully and complete all the assessment requirements. In addition, refer to the Observation checklist, which your assessor will use to assess your performance and record your results. Role play 1: Determine client needs The scenario You are, Morgan Knowles, Senior Bookkeeper of Azure Beach Accountants and Financial Services (ABAFS). The company provides a broad range of accounting and bookkeeping services, including business accounting and tax compliance requirements, BAS preparation, bookkeeping, and tailored solutions to businesses and individuals. You are a registered BAS Agent, and as such, you are required to follow the Tax Practitioners Board's (TPB) Code of Professional Conduct in your work as a bookkeeper. Please read the Code of Conduct before you begin your role play. You have scheduled a meeting with Julia Fishcher, a potential new client of a long- established jewellery business. You have been in prior contact with Julia - a telephone conversation, followed by an email from Julia outlining the services she requires. A face-to-face meeting has been organised between you and Julia so her business needs can be discussed in detail. The email from Julia and the customer background information is provided below. Table 2 Email Email Date Monday 17 February 2024 To Morgan@abats.com.au From julia.fishcher@preciousstones.com.au Subject Enquiry to complete various tax and accounting services Document title: FNSACC418_AE_SK3of3 Resource ID: POP_24_002_FNSACC418_AE_SK3of3 Page S of 17NSW TAFE Email Good morning, Morgan, Thanks for taking the time to talk to me this morning. As discussed, our business imports and exports precious stones and jewellery and we are based in Sydney. We are enquiring about Azure Beach completing a range of services for us as we were referred to your company by a trusted associate who uses your services. I discussed what we report / what we need with my office manager and we would require the following: BAS and IAS lodgements - we report GST and PAYGW monthly, as well as Income tax instalments. FBT instalments, we believe, are done quarterly Paying FBTI, we pay fringe benefits tax as we have various salary packaging arrangements - we have 8 office staff and 6 designers / creators in the Rosebery facility. We often have questions about salary packaging so from time to time we might come to you about current and new salary packaging arrangements. And we need our FBT returns done as well. We use contractors from time to time for transport services. We do our payroll but like to have the monthly / annual reconciliations and declarations completed by the professionals. We also like our super contributions calculated by the professionals to ensure employees receive the correct amount of super. Annual financial statements completed including formal accounts that are used by external stakeholders such as banks when applying for various financial instruments We need our income tax returns completed and my personal return completed as well. We tend to have tax questions throughout the year as well. From time to time, we have new accounts and new payroll categories. We ask the professionals to review our accounting systems to ensure all is in order. Financial advice is sought as we tend to have surplus funds and like to invest somewhere. One exciting development is we are having discussions with an opal miner in Coober Pedy with the hope of forming a joint venture. It is most likely to occur so we will be wanting the set up and the accounts completed, tax lodgements completed and we understand that the joint venture will have it's own ABN and lodge BAS. Will need ABNs for the new joint venture. As discussed, I am happy to meet in person to discuss in greater detail at a time that is convenient. Yours sincerely Julia Fishcher Director Precious Stones Pty LimitedNSW TAFE: Customer background information Table 3 Customer background information Information Details Precious Stones Pty Limited - Julia Fishcher Customer/Business name ABN 55 147 852 693 Location of customer Sydney NSW 2000 Products/services required by customer Refer to email - number of services requested. Email (attach a list if necessary - Bookkeeping outlines services requested. and BAS Services New Client Services Checklist attached) Name of business owner Ms Julia Fishcher - Business owner How many years has the customer been To be addressed in client face-to-face meeting trading? New business venture Have trade references been sourced for the No - to be completed when letter of engagement is new customer? finalised Has the customer been informed of trade To be advised in letter of engagement terms of and agreed to these terms? Has the new customer completed a credit To be attached to letter of engagement application form? Potential TPB code of conduct issues: Additional information Joint venture ReferralNSW TAFE Now that you have reviewed this information, you are to prepare for the meeting with Julia. During the meeting, your assessor will be looking to see that you: . clarify the client's business needs and expectations of the work to be done provide an outline of the services that you and Azure Beach Accountants and Financial Services can provide and seek feedback from the client in relation to the type, scope and quality of the services they require outline any financial advice, information and services that you can offer Julia in relation to their query and provide information on the services you can provide in line with the client's stated range, scope and quality expectations explain the TPB's Code of Professional Conduct, briefly, and services required by Julia that may result in breaches of the Code. reach an agreement with Julia on the advice and services to be provided refer the client to relevant services where client needs, and requests are outside the scope of service provided by the Bookkeeping & BAS Services division of Azure Beach Accountants and Financial Services communicate clearly and use effective questioning and active listening techniques Role of the student being assessed You are assuming the role of Senior Bookkeeper with Azure Beach Accountants and Financial Services. You are employed and qualified to provide bookkeeping and BAS services. You are a registered BAS Agent with the TPB. Role/s of the person/s in supporting roles . Participant 1, Julia Fishcher, a successful businessperson who has contacted Azure Beach Accountants and Financial Services, referred by a trusted associate Time allowed: approximately 5-10 minutes maximum Document title FNSACC418 AE_Sk3of3