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Job Instruction Sheet

 

1.JOB Review & Completion Sheet

Job by

TypeAppointment
OnLine Service

CLIENT TYPE 1*NEW
EXISTING

Job Information

Information Available TFN
 DOB
 PAYG Payment Summary
 Client Prefill-ATO
 Private Car KMS
 Police Deductions
 PHI Details
 Interest From Banks
 Share Dividends
 Rental Property
 Paid Parental Scheme money
 Sole Trader GL/Cheque Listing

Information Available TFN
 DOB
 PAYG Payment Summary
 Client Prefill-ATO
 Private Car KMS
 Police Deductions
 PHI Details
 Interest From Banks
 Share Dividends
 Rental Property
 Paid Parental Scheme money
 Sole Trader GL/Cheque Listing

Information missing TFN
 DOB
 PAYG Payment Summary
 Client Prefill-ATO
 Private Car KMS
 Police Deductions
 PHI Details
 Interest From Banks
 Share Dividends
 Rental Property
 Paid Parental Scheme money
 Sole Trader GL/Cheque Listing

NEXT STEPS

NEXT STEPS Direct to to New Client Form
 Direct to to My Police Kms
 Direct to to My Police Deductions
 Request for Excel Input Forms
 Request for Manual Fax Input Forms

JOB FinalisedYES