You have been asked to develop a number of documents for your Manager in your role as Accounts Administration Officer of Burleigh Accountants.

You are required to develop a plan using the Document Planning Template for each of the documents indicated below.

Consult the Style Guide when developing your plan for each document.

The documents you need to plan for are as follows:

a.A response to an email sent by a client, Eleanor Bloom of Seawaters Pty Ltd seeking a face to face appointment at your offices with the Senior Accountant within the next two weeks to discuss business planning. The meeting can be conducted 2 weeks from the date of receipt of the email and you need to advise Eleanor of this. Save this document as Bloom Email Response.

b.Informing staff of an upcoming meeting that will be held to discuss a new performance appraisal system to be implemented within the company. The HR Manager, Tom Sweeny, will be at the meeting to discuss the new system and answer questions. The meeting should be scheduled for one hour and you should nominate a time and date. Save this document as Meeting Information.

c.A formal communication to Sonya Sears to inform her that her recent application for the position of Senior Accountant was unsuccessful and thanking her for her interest in the company. Save this document as Sears Communication.

d.A request to all clients to update their bank account details due to the ATO requirement to ensure that all FIA (financial institution account) information is up to date.

Review the information at the following link to provide clear and relevant information to clients about the requirement:

https://www.ato.gov.au/Tax-professionals/Services-and-support/Working-online/Changes-to-electronic-interactions/Electronic-refunds/

Save this document as Bank Account Update.

It should introduce and summarise the contents of the attachments.

Attach your 4 document plans to the email.

Develop first drafts of documents

Use the plans for the documents and develop a first draft of each of the required documents in the format you have chosen.

Use the Document Checklist to check each of your drafts.

Complete the checklist for each document, noting any changes that you wish to make.

In completing the checklist, you should also consult the Burleigh Accountants' Style Guide to ensure that you have met all the Style Guide requirements.