1.1 Determine client’s tax documentation preparation requirements1.2 Conduct research to identify updates or additions to compliance requirements relevant to client circumstances, and establish recording and reporting requirements1.3 Gather current data from

| February 7, 2018

1.1 Determine client’s tax documentation preparation requirements1.2 Conduct research to identify updates or additions to compliance requirements relevant to client circumstances, and establish recording and reporting requirements1.3 Gather current data from appropriate sources, and identify assessable income and allowable deductions1.4 Complete and record amounts in accordance with organisational and legislative requirements1.5 Identify discrepancies or any unusual features and conduct research .

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