Write a briefing report on client tax obligations.

Review the information provided to you for the client and conduct research to confirm uptodate taxation requirements to ensure that the company tax return is correctly prepared.

You are required to document this information in a short briefing report to be provided to your assessor to demonstrate that you have correctly identified the taxation requirements for the client.

Use the Briefing Report Template to guide your work.

Your briefing report must address each of the following for each client:

The name of the client and the clients company structure

Annual income tax return requirements relevant to the business entity type you must specify the documentation that must be used by the client for the tax return

Due dates for lodging and paying, as well as ways of lodging: