Question

Business needs	Accountant (Registered with TPB and ASIC)	Bookkeeper (Registered with TPB)	Tax Agent (Registered with TPB and ASIC)
Mark with an “X where applicable. Note: some business needs may fall in more than one column
Perform petty cash and bank reconciliation function
Prepare depreciation schedule
Accounts receivable and payable functions
Prepare and lodge tax returns and ASIC
Payroll functions
Prepare and lodge activity statements
Prepare accounts to trial balance
Prepare and analyse financial reports
Prepare and lodge Company Tax Return
Maintain records of transactions

Answer 1

Business needs	Accountant (Registered with TPB and ASIC)	Bookkeeper (Registered with TPB)	Tax Agent (Registered with TPB and ASIC)
Mark with an “X where applicable. Note: some business needs may fall in more than one column
Perform petty cash and bank reconciliation function	x
Prepare depreciation schedule	x
Accounts receivable and payable functions	x
Prepare and lodge tax returns and ASIC			x
Payroll functions	x
Prepare and lodge activity statements	x
Prepare accounts to trial balance	x
Prepare and analyse financial reports	x
Prepare and lodge Company Tax Return			x
Maintain records of transactions		X