GUIDELINES 2020

Guidelines 2020

All Premier Tax and Bookkeeping Pty Ltd (PTB) Bookkeepers, Tax Consultants and independent contractors must follow the instructions outlined below during their employment and when providing any referral service for PTB.

Although not employees, and as such not subject to the same directions from PTB, independent contractors are required to follow and adhere to these Guidelines to protect the goodwill and integrity of PTB and to ensure consistency and PTB compliance with the law.

myGovID and Relationship Authorisation Manager (RAM) Setup:

myGovID and Relationship Authorisation Manager (RAM) is required for you to access the Australian Tax Office (ATO) Online services for agents (OSA). The myGovID is the Australian Government’s digital identity credential that enables you to prove who you are online. Please note the myGovID is different to your myGov account.

There are two types of digital identity strength you can create depending on your Australian identity availability. These are:

Creating Standard Identity
Creating Basic Identity
Access ATO Online services for agents (OSA)
Client Allocation
Adding Client in Xero Practice Manager (XPM) and Online services for agents (OSA)
Access to XPM and the Online services for agents is provided to you under the following conditions:
Contacting Clients

Once you receive a client allocation email you can contact the client via email, or phone, to arrange a suitable time for your tax consultation meeting. After the initial contact you can confirm your appointment time using the template email provided by PTB.  To download the template click here

Tax Consultation Appointments

Your tax consultations will be conducted using Zoom and/or phone. To meet through Zoom you are required to set up a free Zoom account to communicate with your clients and PTB. To set up your free Zoom account please click on Zoom and select sign up for free (Basic).

In tax consultation meetings you may use the PTB Income Tax Preparation Checklist to ensure all the required information is collected. To download the checklist click here

Prepare Income Tax Returns and BAS

If you are required to amend a current or previous years’ BAS or income tax return you must follow the steps outlined below:

Substantiation Requirement
Integrity and Accuracy in Work
Client Invoicing
Payment of Client Invoice
Bookkeeping Services
Loan Referrals and Support

You are able refer any clients for a new home loan, home loan refinancing, investment property or business loan by clicking on contact details

Clients you refer and clients that come from your location from PTB marketing campaigns will be allocated to you to assist them to complete their application with supporting documents through the online portal. The online portal access link will be emailed to client’s email address.

Loan Referral and Support Process Map can be accessed by clicking here

Business Registration

You are able assist clients to register a new business including sole trader, partnerships, trust and companies by clicking on Register Now.

When a client completes the online business registration form, you should then create a client in XPM and create an invoice as per the Professional Fees Schedule. 

When client has paid then within one business day you and the client will receive the registration certificate along with other related documents including partnership agreement, trust deed and company constitution by email where appropriate.

Business Registration Process Map can be accessed by clicking here

Marketing

In addition to PTB national marketing campaigns you may elect to promote our services within your social contacts, friends and community contacts. This activity is optional as PTB will not pay for marketing activity or time spent marketing unless this is pre-approved in writing.

You may promote our services using your social media, email and SMS to your friends and community etc. A customised social media image and approved content is available for you to use by clicking here

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