Reference no: EM132479433

Participate in a meeting with the Client.

The next part of this assessment requires you to participate in a roleplay meeting with your assessor playing the role of the client. Keep in mind that this meeting is with the client, who knows less about accounting than you do, but is interested in learning about it. In this meeting, you should use conventions and protocols that are appropriate when communicating with a new client.

Question 1: Begin the meeting by introducing yourself and what you will be speaking about.

Question 2: You will then explain the data entered into the tax return, including the basis on which the calculations have been made.

Question 3: Explain the client's taxable income payable and the relevant lodgement date.

Question 4: Advise the client of their current tax obligations, and that any advice that they may receive from taxation authorities is to be followed.

Question 5: Before you conclude the meeting, ensure that the client, following confirmation of the documentation, signs the tax return form.

During the meeting, you are required to demonstrate active listening and questioning techniques to elicit, clarify and confirm information including:

1. Use of appropriate style (formal), tone (encouraging, respectful) and vocabulary (professional, business language
2. Speaking clearly and concisely
3. Using non-verbal communication to assist with understanding
4. Asking questions to identify required information
5. Responding to questions as required
6. Using active listening techniques to confirm understanding