Work with a client to identify their taxation documentation requirements. Provide advice and information as needed and collect (as a result of questioning and the collection of relevant paper work/ online data) all the data you will require to complete their taxation return.
Identify and record the amounts, as result of the consultation with the client of: their assessable income and allowable deductions any discrepancies or unusual features accrued or prepaid income and expenditure adjustments to value of assets and liabilities Follow legal and organisational procedures when recording the taxation requirements of the client. Due to privacy and confidentiality requirements it is unlikely that an assessor can observe this in an actual workplace. Simulations can apply and third party evidence can support the assessment.
Where registration with the TPB is sought, assessment must reflect the conditions described by the regulator which stipulate that a significant amount (at least 40%) must be completed under some form of independent supervision.

Details of requirements can be accessed on the TPB website at http://www.tpb.gov.au.