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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify requirements for returns
   • Liaise with appropriate personnel to establish type and scope of government return required, and statutory requirements of relevant legislation
   • Identify all sources of data for return or report and their timing requirements
2. Plan for provision of returns
   • Establish timelines and procedures to meet reporting deadlines and set lead times to ensure adequate time is available, including allowance for contingencies
   • Liaise with appropriate personnel to obtain relevant data and information
3. Calculate liability in accordance with government guidelines
   • Review and analyse data in relation to liability and prepare spreadsheets as applicable
   • Verify data provided to ensure it satisfies obligations in regard to organisational policy and procedures, and compliance and regulatory requirements
4. Prepare return document
   • Complete proforma supplied by government departments in accurate, timely and thorough manner
   • Forward documents or reports to appropriate personnel for consideration and clearance within specified timeframe

Performance Evidence

Evidence of the ability to:

clarify requirements and plan the government return or report

analyse data and establish the liability for the return or report

prepare accurate government financial returns or reports that meet the requirements of relevant legislation, codes of conduct and organisational procedures and timeframes.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the key steps in processes to prepare a government return or report

discuss the key aspects of principles and procedures relating to the preparation of government reports and returns

describe the key requirements of relevant legislation and codes of practice relating to government reports and returns.

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