Become expert with PTB specialized courses

Face to Face Classes via Zoom
Tax & BAS
Preparation Skills
Xero Tax
Software Access

Course Description

This course is designed for bookkeepers, accountants, business owners, managers and business partners who require skills and knowledge to establish and process employee payroll, and prepare and lodge the Business Activity Statements (BAS) using Xero
  • 1st batch starts from
    Saturday, 13 February 2021
  • Finish date
    Saturday, 5 June 2021
  • Duration:
    $300 excluding GST

Course Contents

The topics covered in this course include:

⦁ Set Up a Free Trial and Access Demo Company
⦁ Navigating Xero
⦁ View chart of Accounts and tax codes
⦁ Getting Started
⦁ Payroll Calendars
⦁ Holidays
⦁ Pay Item default settings
⦁ Add Company Default Superannuation Fund
⦁ Overtime pay item
⦁ Add a new Part time employee
⦁ Add a new Full-time employee
⦁ Employee Portal – My Payroll
⦁ Setting up leave for fixed hours employee
⦁ Register for Single Touch Payroll -STP
⦁ Process a Payrun that includes a public holiday
⦁ Process a standard payrun
⦁ Check STP Filing status
⦁ Withholding from allowances and STP Reporting
⦁ Separately Identified Allowance – Car
⦁ Add car allowance to employee pay template
⦁ Separately Identified Allowance – Tools
⦁ Add tool allowance to employee pay template
⦁ Process a Payrun that includes Allowances
⦁ Allowances included in Gross Payments
⦁ Tax on Bonus Payments
⦁ Set up Bonus pay item
⦁ Process standards pay that includes bonus payment
⦁ Process unscheduled pay run for bonus payment
⦁ Create Deduction Liability Account
⦁ Set up payroll deduction item
⦁ Add deduction item to employee pay template
⦁ Process a Payrun that includes Deductions
⦁ Leave Accrual and Balances
⦁ My Payroll – Leave
⦁ New Leave Request with Public Holidays
⦁ Process a Payrun that includes leave and a public holiday
⦁ New Leave Request
⦁ Add a new superannuation fund
⦁ Superannuation Accrual
⦁ Salary Sacrifice Superannuation – RESCs
⦁ Additional Employee Superannuation Contributions
⦁ Process a Payrun that includes RESC and Additional Employee Super
⦁ Register for Xero Automatic Superannuation payments
⦁ Reconcile Superannuation Balances
⦁ Xero Automatic Superannuation payments
⦁ Payroll Reports for reconciliation
⦁ STP Finalisation
⦁ Instalment Activity Statement IAS
⦁ Full Reporting Instalment Activity Statement IAS
⦁ Goods and Services Tax GST)
⦁ PAYG Withholding,
⦁ Fringe Benefits Tax (FBT)
⦁ Luxury Car Tax (LCT)
⦁ Fuel Tax Credit (FTC)
⦁ GST calculation worksheet
⦁ completing BAS form
⦁ Xero Activity Statement – Simpler BAS
⦁ Xero Activity Statement – Full BAS
⦁ Xero Statement Security

Prepare and lodge tax return and BAS in XPM for Individuals and businesses including sole trader, partnership, trust and companies.

Amend tax returns in XPM

Course Outcome

Successful completion of this course will enable you to:

Entry Requirements

The course is only available for current or prospective Premier Tax & Bookkeeping (PTB) independent contractors for the preparation of income tax returns and BAS.

To enrol in this course, you will need to provide evidence that you have completed XERO Bookkeeping Essential course or equivalent

To enrol literacy and numeracy levels sufficient to undertake the course, good computer skills and access to a computer with a reliable internet connection are required.

Other Details

For this a part time blended mode course where attendance at a 2-hour per week video conferencing lecture for a period of four weeks is required. An additional 4 hours per week of study outside of your video conferencing lecture is required for skill development and completion of practical exercises using Xero.

The workshops are delivered by highly experienced Bookkeepers and Registered BAS Agents, who have over 20 years of experience in the bookkeeping industry. The lecturers’ profile can be accessed by clicking on Lyn Square and Jodie Cowling

This course is designed to develop independent learning and requires use the available reading materials, Xero help sections and relevant ATO websites before attempting the learning and skill development exercises.

Once exercises have been completed you are able check the correct answers provided in your online course portal or if you have difficulty understanding answers contact the tutors for support.

$300 excluding GST

16 Weeks

Xero software is provided until 30 June 2021 and included in the course fee above.

Electronic reading materials are included in the course fee and course content is accessed via our online student portal. Additional resources, learning materials and classroom recordings are also available at no cost.

In this course you will be provided with real life business transactions and scenarios and asked to complete electronically and submit the following using Xero.

  • Processing the employee’s payroll
  • Prepare payroll activity report
  • Generate payslips
  • Reviewing and correct detailed GST audit report
  • Prepare summary and Detailed GST report for accrual and cash basis accounting methods
  • Prepare Business Activity Statement (BAS)

The assessment is a take home assessment for which you are given one week to complete. If your final assessment is assessed as not satisfactory, you will have one week to review and resubmit your assessment.

On satisfactory completion of the workshops, you will be provided with a Workshop Completion Certificate. This Certificate outlines all components covered in the workshops.

This is an industry based practical skills course with no links to nationally accredited units and/or qualifications


Workshops of two hours per week are delivered using video conferencing technology by experienced Registered Tax Agents and Public Accountants. There are 6 workshop options available with morning, afternoon or evening sessions you can choose to attend from home or your office.
BatchStart dateStart dateClass Time
Xero BKA1Saturday, 13 March 2021Saturday, 3 April 2021 9.00am- 11.00pm
Xero BKA2Saturday, 13 March 2021Saturday, 3 April 20211.00pm -3.00pm
Xero BKA3Saturday, 13 March 2021Saturday, 3 April 20216.00pm- 8.00pm
Xero BKA4Saturday, 14 March 2020Sunday, 4 April 2021 9.00am- 11.00pm
Xero BKA5Saturday, 14 March 2020Sunday, 4 April 20211.00pm -3.00pm
Xero BKA6Saturday, 14 March 2020Sunday, 4 April 20216.00pm- 8.00pm

How to Apply

Before applying, please ensure you select the correct time slot that does not clash with other study, professional or family commitments. You can apply online by clicking on