FNSTPB402___Part_A_Student___Assessment.docx

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Greenwich English College *

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Nov 24, 2024

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Version: 1.0 Responsibility: Training Manager Date Created: June 2018 BSBS Student Assessment Booklet Page: 1 of 97 FNSTPB402 Establish and Maintain Payroll System Student Assessment Booklet Part A Student ID: ………………….. Student Name: …………………………………..…
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FNSTPB402 Student Assessment Booklet ASSESSMENT RECEIPT FORM STUDENT NAME: STUDENT ID: COURSE CODE: COURSE TITLE: TRAINER’S/ASSESSOR’S NAME: DUE DATE UNIT CODE AND DESCRIPTION FNSTPB402- Establish and Maintain Payroll System NOTE: 1. This form must be stapled on top of the Assessment Workbook upon submission. 2. This Assessment Receipt Form must be dated and signed in. DECLARATION 1. I am aware that penalties exist for plagiarism and academic dishonesty. 2. I am aware of the requirements set by my Trainer/Assessor. 3. I have retained a copy of my Assessment. Student Signature: Date: ASSESSMENT RECEIVED BY BLUE LOTUS Staf Name: Date: Signature: ================================= Tear Here =========================== Students must retain this as a Record of Submission. Assessment Handed On: Unit Code & Description: FNSTPB402- Establish and Maintain Payroll Blue Lotus Academy Student Assessment Received by Blue Lotus Academy Staff Name: ……...……... Signature: ……………………..…………..…... Student ID: ....................................... Student Signature: ….……………………..……. Page: 3 of 97
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FNSTPB402 Student Assessment Booklet This page is intentionally Left Blank ABOUT THIS BOOKLET This assessment booklet has been designed for students undertaking face-to-face mode of study to provide information before you undertake these assessments. It also contains assessment tools to assess the skills and knowledge required from you to be deemed competent in this unit. This booklet might not be suitable for students taking other modes of study e.g. online or work based. Please read all the information given to you when you receive this assessment booklet. If you do not understand any part of this booklet, please inform your assessor. The questions in Workbook Part A are under Knowledge Assessment and are all in in a short answer format. The assessments in Workbook Part B are composed of Case Studies and Assessor Observation Report Form. The longer questions requiring creative and analytical thought processes are covered in the Case Studies (Workbook Part B). The Assessor Observation Report Form involves the assessor observing you as you complete tasks relevant to the requirements of the unit of competency. The assessment booklet contains two (2) parts: PART 1: Assessments information: This part contains information on assessments for this unit of competency and how assessment will be conducted throughout unit to achieve the competency. It includes: Page: 4 of 97
FNSTPB402 Student Assessment Booklet Application of the unit of competency Purpose of assessment Elements, performance evidence and knowledge evidence requirements of the unit Conditions, context, required resources and location of the assessment. Assessment tasks. Outline of evidence to be collected. Administration, recording and reporting the requirements including special adjustments, appeals, reasonable adjustments and assessors’ intervention. PART 2: Assessment tasks: This part contains the information to successfully undertake the assessment task. In each assessment task, students will find the following information: Knowledge Assessment. Case Studies. Information on resources required, where applicable PART 1 Assessment Information Page: 5 of 97
FNSTPB402 Student Assessment Booklet Application of the unit of competency: This unit describes the skills and knowledge required to record and prepare payroll documentation, respond to enquiries, and process payroll data for manual and computerised systems. It applies to individuals, including BAS agents, who use a range of organisational and other specialist techniques. They may work directly for organisations or be small business owners, contractors or service providers. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. This unit is designed to meet the education requirements of the Tax Practitioner Board (TPB). Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements. Elements Elements Elements topic 1 Establish payroll requirements 2 Record payroll data 3 Prepare and process payroll 4 Handle payroll enquiries 5 Maintain payroll Performance evidence: Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and: Evidence of the ability to: identify, calculate and input data from time-recording systems for payments into manual or computerised payroll systems produce a payroll report according to organisational and legislative requirements present a payroll report for verification and approval maintain records according to organisational and legislative requirements that relate to security and confidentiality of information. Page: 6 of 97
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FNSTPB402 Student Assessment Booklet Knowledge Evidence The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role. Scope of services offered by a business activity statement (BAS) agent providing payroll services Key principles of award and enterprise agreements and industrial instruments required to maintain payroll systems Organisational policy and procedures that affect payroll, including the structure of authority in organisations Industry codes of practice relevant to payroll operations Key features of manual and computerised payroll systems Legislative and record-keeping requirements from all levels of government that affect business operation and reporting requirements, especially in regard to: Fair Work Act National Employment Standard Superannuation Guarantee (Administration) Act Corporations law Workers compensation and work health and safety State payroll tax relating to payroll activities Privacy Act and requirements relating to confidentiality and security of records Higher Education Loan Program (HELP) Medicare levy Tax Agent Services Act (TASA) current commonwealth, state and territory industry and modern awards, and enterprise bargaining agreements individual employment agreements commonwealth, state and territory leave Acts, including annual, personal, paid parental and long service Australian Bureau of Statistics (ABS) Act Current Australian Taxation Office (ATO) requirements relating to payroll systems, including: Australian business number (ABN) payment summaries employment termination payments (ETPs) tax file number (TFN) declaration Tax Practitioners Board (TPB) requirements relating to payroll systems, including: Registration and scope of services documentation requirements for BAS agents code of professional conduct Page: 7 of 97
FNSTPB402 Student Assessment Booklet Key requirements of taxation law relating to payroll systems, including: pay as you go instalment (PAYGI) tax pay as you go withholding (PAYGW) tax fringe benefits tax (FBT) as it relates to salary packaging Key aspects of routine and non-routine requirements for payroll, including: routine: award payments, salary amount, salary packaging, superannuation guarantee and superannuation reporting non-routine: termination payments and superannuation guarantee charge Context and conditions for assessment: To comply with the assessment conditions of this unit: Students must demonstrate adequate skills and knowledge evidence by providing a satisfactory outcome for each assessment task. They will be marked against the recommended model answers in this trainer and assessor guide. Students will have access to suitable facilities, office equipment and resources, including workplace documentations. Blue Lotus Academy will conduct practical assessment for this unit in its simulated classroom Located at Level 2, 540 Elizabeth Street, Melbourne VIC 3000 Knowledge assessment for this unit will be conducted at Blue Lotus Academy Classrooms for the theory component of the course are delivered at Level 2, 540 Elizabeth Street, Melbourne VIC 3000 All Blue Lotus Academy assessor those are assessing this unit will satisfy the requirements specified in Standards for Registered Training Organisations’ requirements for assessors. Page: 8 of 97
FNSTPB402 Student Assessment Booklet Assessment Method There are two (2) assessment workbooks for this unit assessment, Part A and Part B. This is Workbook Part A: This workbook focuses principally on the essential knowledge required in the FNSTPB402 subject along with preparation exercises that will be used in PART B of this assessment that will need to be booked and completed as a supervised assessment: Knowledge Assessment A set of generic questions testing the candidate’s knowledge and understanding of the general theory behind this unit. This includes: Case Study Part A Preparation Exercises - A set of exercises to further test the candidate’s knowledge which extends to test the candidate’s analytical skills in problem-solving. It also tests performance with numerical calculations in preparation for use in Part B of this assessment. NOTE: This PART A assessment can be completed as a take-home assessment and must be submitted and marked prior to the setting of an appointment to complete the PART B assessment. The PART B assessment needs to be booked with the assessor at least one (1) month in advance of the candidate’s preferred assessment date. Workbook PART B: The Part B workbook principally focuses on the essential skills required in the FNSTPB402 subject and will use the preparation exercises completed in this workbook in the PART B Case Study practical exercises. Part B uses the following assessment method: Case Study Part B – Includes detailed scenarios and simulated environments providing all necessary information required to complete relevant tasks and activities. The successfully completed PART A assessment needs to be available to candidates for use in the PART B skills assessment. This means that this needs to have been marked and corrected where necessary before starting PART B. Page: 9 of 97
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FNSTPB402 Student Assessment Booklet Resources Required: Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the bookkeeping field of work and include access to: office equipment, technology, software and consumables required to establish and maintain a payroll system. Installed software: o MS Word o Adobe Acrobat Reader o MYOB AccountRight Plus Student Edition v 19.12 or MYOB AccountRight Enterprise Student Edition v 19.12 for Windows o MYOB AccountEdge Pro v15.5 Student Edition for Apple (Mac) A calculator Two (2) volunteers to participate in the roleplay activity A video recording device (e.g. mobile phone, webcam, video camera, etc.) A safe place to conduct the roleplay activities Page: 10 of 97
FNSTPB402 Student Assessment Booklet Clustering/holistic assessment: There is no provision for clustering of assessments in this unit. Competency Requirements: To be judged competent in this unit, students will be required to demonstrate all indicators which are shown in the Marking Guide (assessor’s document). Students must satisfactorily complete all assessment tasks to be Competent (C) in the unit. Students with unsatisfactory completion of any of the assignment tasks will be deemed Not Yet Competent (NYC). You will ensure that the evidence collected meets the requirements of the Rules of Evidence (authentic, current, sufficient and valid) prior to entering results into the competency record sheet. Students unsuccessful at achieving “Satisfactory” for any assessment at the first attempt will be given two opportunities for reassessment. If the student is still deemed Not Yet Competent (NYC) after two reassessments in a unit of competency student will be required to repeat the unit as per the scheduled delivery of the course. For further details, refer to Blue Lotus Re-Assessment Policy and Blue Lotus Course Progress Policy. Page: 11 of 97
FNSTPB402 Student Assessment Booklet Assessment tasks Assessment description Due date Location of assessment Assessment Task 1 (AT1) – Knowledge Assessment Written assessments to test students’ understanding of underpinning knowledge, concepts and/or theories relevant to the units of competency included in this subject You will be given 60 minutes to complete this task. Needs to be completed in the classroom Assessment Task 2 (AT2) – Case Studies Detailed scenarios and simulated environments providing all necessary information required to complete relevant tasks and activities Needs to be completed in the classroom Assessment Task: To achieve competency in this unit, students must satisfactorily complete all the following assessment tasks within the date and time specified in the session plan. This will demonstrate that students have all the required skills and knowledge for this unit. Outline of evidence to be collected: Students must submit the following evidence to be marked competent for this unit. you will ensure that the evidence submitted meets the Rules of Evidence which are valid, sufficient, current and authentic. Assessment Task 1 (AT1) – Knowledge Assessment Completed knowledge test with questions answered and submit to your assessor electronically or paper-based. Complete and sign the cover sheet for assessment task Assessment Task 2 (AT2) – Case Studies Complete the tasks in Case studies and submit to your assessor electronically or paper-based. Complete and sign the cover sheet for assessment task Administration, recording and reporting requirements: Student must read and follow this information carefully while completing assessments for this unit of competency and if the student is unsure of any instruction, you should clarify. The assessments are intended to be equitable, fair and flexible. Submission of assessment: Student must ensure that the completed assessment tasks are submitted along with the assessment cover sheet. Page: 12 of 97
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FNSTPB402 Student Assessment Booklet You will mark the submitted assessment, provide feedback to students and complete the comments section against each task, where applicable. ALL tasks must be completed in legible English. It is preferred that the tasks submitted for assessments are typed and that they are legible and clear, if handwritten. Student must submit all assessments on or before the due date specified by the assessor as per the training plan. Extensions for individual assessment tasks may be negotiated in specific circumstances with you. However, Student need to provide genuine evidence documents when seeking an extension to due date (e.g. extensions due to illness will require a medical certificate). To arrange an extension, student must speak to you prior to the due date. Extensions must be confirmed by the trainer in writing. Student is permitted to use dictionaries and to seek support (as required) unless it puts in jeopardy the integrity of the assessment; you will let them know if this is the case. Unless the assessment task specifically allows pair work or group activities such as brainstorming, student must submit their own original work and must not copy the work of other students. Plagiarism is unacceptable. Student can submit the assessment tasks through the learning management system or hand in hard copies in the classroom. Recording an assessment result: Once the assessments have been completed, you will record the assessment results on the student assessment record sheets and LMS/student management system and all results will be approved by the course coordinator. You will check that student have completed the student declaration prior to filling out the assessment sheet. Retaining assessment records: Blue Lotus Academy will securely retain all completed student assessment items for each student for a period of six months from the date on which the judgement of competence for the student was made. Blue Lotus Academy will also retain sufficient data to be able to reissue AQF certification documentation for a period of 30 years. All assessment records submitted to the assessor for marking will be stored and retained properly. A hard copy will be submitted to student administration for filing along with the evidence. The assessor will ensure that the student records are securely retained in accordance with the Blue Lotus Academy record control policy accessible by the Student Administration Officer. Assessment outcomes: Page: 13 of 97
FNSTPB402 Student Assessment Booklet For unit of competency: There are two outcomes for assessments: C = Competent and NYC = Not Yet Competent (requires more training and experience). Student will be awarded C = Competent on completion of the unit when the assessor is satisfied that student have completed all assessments and have provided the appropriate evidence required to meet all criteria in line with the Rules of Evidence. If the student fails to meet this requirement, they will receive the result NYC = Not Yet Competent and will be eligible to be re- assessed in accordance with the Blue Lotus Academy Re-Assessment Policy and Blue Lotus Academy Course Progress Policy. For assessment task: There are two assessment outcomes for tasks. S = Satisfactory and NS = Not Satisfactory. On the individual assessment cover sheet for assessment tasks the student will be marked Satisfactory, if they have completed the task successfully, submitted all evidence and satisfied the assessment criteria and Not Satisfactory, if the student have not completed the task, the evidence is not sufficient or does not meet the requirements of the assessment criteria Re-assessment: If student is unsuccessful at achieving competency at the first attempt, they will be given two further opportunities for re-assessment at a mutually agreed time and date. For further details, refer to the Blue Lotus Academy Re-Assessment Policy and Blue Lotus Academy Course Progress Policy. As this is a competency based program, the assessment continues throughout the program until you either achieve Competency in the assessment tasks or a further training need is identified and addressed. Student access to records: Student has the right to access current and accurate records of their participation and results at any time. Student can see their results or attendance progress by logging in to the Learning Management System at any time or they can request a copy of their records by contacting the student administration and the assessor. Support: Student may seek clarification about the assessment information and the instructions and tasks at any time from the assessor. Reasonable adjustments and special learning needs: Page: 14 of 97
FNSTPB402 Student Assessment Booklet Blue Lotus Academy Australia works to ensure that students with recognized disadvantages can access and participate in education and training on the same basis as other students. Disadvantages may be based, for example, upon age, cultural background, physical disability, limited or non-current industry experience, language, numeracy or digital literacy issues. Where pre-training interviews and assessments reveal that a student may require special support or where, after enrolment, it is made apparent that the student requires special support, reasonable adjustments will be made to the learning environment, training delivery, learning resources and/or assessment tasks to accommodate the particular needs of the student. An adjustment is reasonable if it can accommodate the student’s particular needs, while also taking into account factors such as the student’s views, the potential effect of the adjustment on the student and others and the costs and benefits of making the adjustment. Any adjustments made must: o Be discussed, agreed and documented in the assessment record o Benefit the student. o Maintain the integrity of the competency standards and course requirements as stipulated in the training package. o Be reasonable to expect in a workplace. Reasonable adjustment may consist of: a. Providing additional time for students to complete learning and assessment tasks. b. Presenting questions orally for students with literacy issues. c. Asking questions in a relevant practical context. d. Using large print material. e. Extending the course duration. f. Presenting work instructions in diagrammatic or pictorial form instead of words and sentences. Complaints and appeals: If student is dissatisfied with an assessment outcome, they may appeal the assessment decision. In the first instance, student is encouraged to appeal informally by contacting the assessor and discussing the matter with them. If they are dissatisfied with the outcome of such discussion, they may appeal further to either the course coordinator and/or Head of Department. If students are still dissatisfied, they may appeal formally and in writing to have the result reviewed. For more information, refer to the Assessment Policy and the Complaints and Appeals Policy and Procedures. Assessor intervention: You will check if student is ready for the assessment, and defer the assessment if they are not. Feedback will be given to student at the completion of the assessment.During role play, you may act as a client or employer, where required, but you will not interfere with the assessment. If the Page: 15 of 97
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FNSTPB402 Student Assessment Booklet assessment activities might impact on your safety or that of others, you will stop the assessment immediately. Plagiarism, cheating and assessment dishonesty: Blue Lotus Academy considers plagiarism and cheating as a serious misdemeanour. Evidence of plagiarism and cheating is treated on a case by case basis and the consequences for students engaging in such practices may include failure of the assessment or unit or exclusion from the course. For more information, refer to Blue Lotus Academy’s Assessment Policy. Assessor feedback: You will provide feedback on the assessment that student have submitted. This can identify student’s strengths and weaknesses or be an overall comment on your submission. A copy of the feedback along with the submission will be given to student and you must keep a copy of it throughout the completion of the course. Page: 16 of 97
FNSTPB402 Student Assessment Booklet Student Declaration: I .............................................................................. (Student Name ) have read and understand the information provided above and also understand and accept that any act of plagiarism and academic dishonesty may have penalties including cancellation or suspension of my enrolment with Blue Lotus Academy. I further declare that: All assessment work submitted for this unit competency is my own original work and plagiarism and collusion has not occurred. Assessment work has not been copied or submitted for any other unit/course. I have taken proper care and effort to ensure my work has not been copied by another person. I have retained a copy of this assessment for my own records in the event I have to reproduce my work. I am aware that any assessment deemed unsatisfactory will require me to undergo reassessment which may be different to the one originally submitted. Student signature: ............................................................... Date: ...... / ...... / ....... Page: 17 of 97
FNSTPB402 Student Assessment Booklet PART 2 Assessment Task Page: 18 of 97
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FNSTPB402 Student Assessment Booklet Assessment Cover Sheet: Assessment Task 1 (AT1) Student Detail Student Name Student Id: Group No (If Applicable): Assessment Details Unit of Competency FNSTPB402- Establish and Maintain Payroll System Assessment Task Knowledge Assessment Due Date Date of Submission Assessment Outcome Satisfactory □ Not Satisfactory □ Date Assessor name Assessor Signature and Date Comments/Feedback Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this assessment task is original and has not been copied or taken from another source except where this work has been correctly acknowledged. I have made a photocopy or electronic copy or photograph of my assessment task, which I can produce if the original is lost. Assessor Student I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. I also declare that I have undertaken the indicated assessment integrity checks Google check for plagiarism Yes No Check for Copying/Collusion Yes No Check for Authenticity (own work) Yes No Cheating or use of model answers Yes No Signature: ........................................................ Date: ................................................................ I have received, discussed and accepted my result as above for this task and I am aware of my appeal rights. Signature: ........................................... Date: ................................................ Required documents and equipment: Computer with internet and email access and a working web browser. Page: 20 of 97
FNSTPB402 Student Assessment Booklet Installed software: MS Word, Adobe Acrobat Reader, MYOB AccountRight Plus Student Edition v 19.12 for windows, MYOB AccountEdge Pro V15.5 student edition for Apple (Mac) A calculator Two volunteers to participate in the roleplay activity A video recording device (e.g. mobile phone, webcam , video camera etc) A safe place to conduct the roleplay activities Student assessment booklet and a pen (organized by the student). Blue Lotus Academy Learners’ resources for the unit FNSTPB402- Establish and Maintain Payroll System. Learner’s notes Instructions for students: This assessment will be conducted in the Blue Lotus Academy classroom or outside the campus with access to the resources listed above. Students must satisfactorily perform all tasks to be deemed satisfactory for the assessment. Planning the assessment Recommended date for assessment: [ Trainer to provide] Access all resources mentioned in required resources either printed copies or access via the internet Time required for assessment: 60 minutes Students must: o Answer all the questions satisfactorily to be deemed competent o Complete the and submit in due timelines o Submit with a completed assessment cover sheet You will set a time to provide feedback Evidence specifications: At the end of the assessment, students will be required to submit the following evidence before the due date specified by the assessor: Students are required to submit a completed (ticked) multiple choice question listed in Knowledge test. Completed and signed cover sheet for assessment Evidence submission: Documentation can be submitted electronically or paper-based. You will record the assessment outcome on the assessment cover sheet. Page: 21 of 97
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FNSTPB402 Student Assessment Booklet KNOWLEDGE ASSESSMENT 1. In 100-200 words, explain the scope of services relating to payroll systems that a BAS agent can provide. Provide two (2) specific examples of these services. Guidance: You may refer to the following in your response: definition of ‘BAS service’ in the Tax Agent Services Act 2009 (TASA) definition of ‘BAS provision’ in Income Tax Assessment Act 1997 additional services a BAS agent is allowed to provide as outlined in the Tax Agent Services (Specified BAS Services) Instrument 2016. provide services under the Superannuation Guarantee (Administration) Act 1992 to the extent that they relate to a payroll function or payments to contractors, determine and report the superannuation guarantee shortfall amount and any associated administrative fees, deal with superannuation payments made through a clearing house, complete and lodge the Taxable payments annual report to the ATO, on behalf of a client, send a tax file number declaration to the Commissioner, on behalf of a client, and apply to the Registrar for an Australian Business Number, on behalf of a client. A client outsources their entire payroll and accounts work to a payroll service provider. A payroll service provider offers a help desk which provides customised advice to assist their client to meet a specific tax outcome. A payroll service provider undertakes a payroll compliance review for their client to ensure compliance with taxation obligations. A payroll service provider offers tax related advice to their client that is specific to the client’s circumstances. A payroll service provider prepares and/or lodges documents with the ATO on behalf of their client. A payroll service provider deals with the Commissioner on behalf of their client. Page: 22 of 97
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FNSTPB402 Student Assessment Booklet 2. Answer the following questions about modern awards. a. In 80-150 words discuss what a modern award is. Your discussion must include the general principles of modern awards that must be applied in maintaining payroll systems. a. A modern award is a legal document which sets out the minimum terms and conditions of employment on top of the National Employment Standards (NES). Modern awards cover a whole industry or occupation and provide a safety net of minimum pay rates and employment conditions They provide entitlements such as rates of pay, hours of work, rosters, breaks, allowances, penalty rates and overtime. As such it is critical for HR and Payroll managers to be aware of any changes to modern awards that affect their employees. Page: 23 of 97
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FNSTPB402 Student Assessment Booklet b. Answer the following: Specify your industry or an industry you are familiar with. Identify the modern award that applies to the industry. In 80-150 words, discuss the principles in the award that must be followed in maintaining payroll systems. Industry: Book industry Modern award applicable to industry: Book Industry Award 2010 Award principles that must be followed in maintaining payroll systems: Page: 24 of 97
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FNSTPB402 Student Assessment Booklet 3. In 80-150 words discuss the following: what an enterprise agreement is how enterprise agreements affect the application of modern awards in maintaining payroll systems the principles of enterprise agreements that must be applied in maintaining payroll systems. An enterprise agreement is an agreement made at the enterprise level that contains terms and conditions of employment, including wages, for a period of up to 4 years from the date of approval. The Fair Work Act sets out requirements for bargaining for a proposed enterprise agreement. Enterprise agreements always apply to employees of a business where there is a registered Enterprise agreement in place. Under the Individual Transitional Employment Agreement ((ITEA) the key principles relating to the maintenance of payroll systems are: As of December 2009, no new ITEAs may be made but existing ITEAs continue to operate until terminated. From 1 January 2010, the minimum rates of pay are determined by the applicable modern award and the conditions of employment are subject to the NES. Page: 25 of 97
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FNSTPB402 Student Assessment Booklet 4. Answer the following questions regarding industrial instruments: a. Identify and briefly describe two (2) other industrial instruments other than modern awards and enterprise agreements. b. For each industrial instrument identified, explain two (2) of its key principles that must be followed in maintaining payroll systems. Industrial instrument 1: Description: Key principles that must be followed in maintaining payroll systems: i. ii. Page: 26 of 97
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FNSTPB402 Student Assessment Booklet Industrial instrument 2: Description: Key principles that must be followed in maintaining payroll systems: i. ii. Page: 27 of 97
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FNSTPB402 Student Assessment Booklet 5. Access TPB’s Code of Professional Conduct for BAS agents as outlined in the Tax Agent Services Act 2009 here . Identify two (2) principles relevant to payroll operations. In 40-80 words, explain how each principle is applied in establishing and maintaining payroll systems. Principle How it is applied in establishing and maintaining payroll systems i. Honesty and Integrity - Act honestly and with integrity - Comply with the taxation laws in the conduct of their personal affairs. - Account for money or other property received on trust from or on behalf of clients. ii. Independence - Act lawfully in the best interests of the client. - Have in place adequate arrangements for the management of conflicts of interest that may arise in relation to the activities that are undertaking in the capacity of a registered BAS agent. Page: 28 of 97
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FNSTPB402 Student Assessment Booklet 6. Access the code of practice followed by the recognised professional association you are a member of. Guidance: If you are not currently a registered member of any recognised professional association, you may choose an association applicable to you from this website . Identify two (2) principles relevant to payroll operations. In 40-80 words, explain how each principle is applied in establishing and maintaining payroll systems. Recognised professional association Link to association’s code of practice Principle How it is applied in establishing and maintaining payroll systems i. ii. 7. Below are aspects of payroll systems. Complete the table by listing one (1) key feature of manual payroll systems and one (1) key feature of computerised payroll systems relating to each aspect. Page: 29 of 97
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FNSTPB402 Student Assessment Booklet Aspects of payroll systems Key features of manual payroll systems Key features of computerised payroll systems i. Storage Compare file storage and/ or separate filing room is usually reserved for keeping the employment records and others documents used in the payroll system. Computerised payroll systems allow businesses to store huge amounts of information in a relative small space. ii. Cost The system requires arrangements for physical storage and requires more than one employee to maintain it. Where the cost of manual payroll system is relatively small, the associated cost of storage and salaries of employees to operate the system can be very high. Although the cost of buying and maintaining a computerized payroll system is quite high, it does allow savings in other area. For example, a single employee can process the wages for large numbers of staff relatively quickly. iii. Security A manual system could potentially be locked into a safe for security. When we start using a computerised system, we also need to implement computerised security protocol. The protocol could include password protection, virus scanners and security for any back up of data. iv. Time Manual systems are often labourintensive and time- consuming to operate, with information needing to be manually recorded multiply times in a single pay run. Computers have allowed for information to be carried forward to new periods without the need for it to be duplicated. The information can also be used to produce multiple reports without the need to re- enter information. Page: 30 of 97
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FNSTPB402 Student Assessment Booklet 8. Listed below are requirements that must be followed when establishing and maintaining payroll systems. Complete the table below: a. Specify your State/Territory. b. For each item listed, identify one (1) federal legislative requirement and one (1) State/Territory legislative requirement, if applicable. Explain how each requirement affects a business’s operations relating to the payroll system. Guidance: Federal legislative requirements refer to requirements that apply in the same way to all States and Territories within Australia. State/Territory requirements are specific to one (1) State/Territory only. An example of this is WHS legislation which consists of federal requirements under the Commonwealth act and State/Territory-specific requirements under the acts specific to each state and territory. Write ‘N/A’ if there is no State/Territory requirement. c. Identify one (1) record-keeping requirement relating to payroll systems under the item listed and explain how it affects a business’s reporting requirements. Include any requirements specific to your State/Territory, if applicable. Your State/Territory Federal legislative requirement State/Territory legislative requirement Record-keeping requirement i. Fair Work Act Requirement: National minimum wage is set at $18.29 per hour for award and agreement- free employees. How it affects a business’s payroll operations: For employees not covered by awards and agreements, their salary package must be set in accordance with the national minimum wage Requirement: How it affects a business’s payroll operations: Requirement: Employee records must not be false or misleading to the employer’s knowledge. How it affects reporting requirements: Employee records, including payroll records and payslips, must contain information that is true, correct and verifiable. Page: 31 of 97
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FNSTPB402 Student Assessment Booklet ii. National Employment Standards Requirement: Maximum weekly hours of work for full- time employees is set at 38 hours. How it affects a business’s payroll operations: Full-time employees must be required to work the maximum weekly hours only. Any work rendered in addition to these hours should be counted as overtime and paid accordingly Requirement: How it affects a business’s payroll operations: Requirement: A payment summary of the employee’s income must be given to employees at the end of each financial year. How it affects reporting requirements: All information relating to payments made to the employee, including the taxes applied and time sheets must be diligently and accurately reported in order for the payment summary to be accurate as well. iii. Superannuati on Guarantee (Administrati on) Act Requirement: The employer must pay superannuation contributions on behalf of all eligible employees, in addition to their wages and salaries. How it affects a business’s payroll operations: Superannuation contributions must be factored into all eligible employee’s salary packages. Requirement: How it affects a business’s payroll operations: Requirement: You must keep records that show how much super guarantee you paid for each employee and how it was calculated. How it affects reporting requirements: Super guarantee payments must diligently and accurately reported. Page: 32 of 97
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FNSTPB402 Student Assessment Booklet iv. Corporations law Requirement: Corporations(Queensla nd) Act 1990 places the jurisdiction of civil matters to the Supreme Court of Queensland. How it affects a business’s payroll operations: If any disputes occur and/ or legal action must be taken regarding any payroll matters under corporations law, the business must escalate this to the local courts of Queensland. Requirement: How it affects a business’s payroll operations: Requirement: Under the Corporations Act, all proprietary companies must keep sufficient financial records to record and explain their transactions and financial position and allow true and fair financial statements to be prepared and audited. How it affects reporting requirements: Any fringe benefits tax and PAYG withholding applied to employee benefits and wages must be reported in the business’ s activity statement. v. Workers compensatio n Requirement: Employees must be paid if they are injured at work or become sick due to their work. How it affects a business’s payroll operations: In the event an employee is injured or gets sick because of work, they must be given enough payment covering wages while they’ re not fit for work and medical expenses and rehabilitation. Requirement: How it affects a business’s payroll operations: Requirement: The business must keep records of all information related to workers compensation claims in a safe and private location and date all correspondence. How it affects reporting requirements: This enables the business’s efficient reporting and notification of workplace injuries and accidents to Work cover and helps the agency process claims for workers compensation. Page: 33 of 97
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FNSTPB402 Student Assessment Booklet vi. Work health and safety Requirement: It is the employer’s obligation to manage exposure to risks to employee health and safety by putting controls in place. How it affects a business’s payroll operations: In the context of payroll operations, implementing employee entitlements with respect to breaks, rosters, leaves and maximum weekly hours of work is a form of control to manage risks to employee’ s health and well being. Requirement: How it affects a business’s payroll operations: Requirement: The business must keep records of workplace incidents and first aid incident register. How it affects a business’s payroll operations: The records above enable the business’s efficient reporting and notification of workplace injuries and accidents to the appropriate agencies. vii. State payroll tax relating to payroll activities There is no need to fill out this section. Requirement: How it affects a business’s payroll operations: Requirement: The business must store original documents even if electronic records are kept. For auditing purposes, electronic records must be easy to access and read. How it affects a business’s payroll operations: This makes it easier to reconcile figures when reporting payroll tax returns, as well as preparing the business for future payroll tax audits. Page: 34 of 97
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FNSTPB402 Student Assessment Booklet viii. Privacy Act The requirements must be related to confidentialit y and security of information. Requirement: Individual’s personal information must be kept private and confidential. Where personal information is collected, the information must be kept secure and should not be disclosed without the individual’s permission. How it affects a business’s payroll operations: The payroll system, whether manual or computerised, must have security measures in place, e.g. locks for manual payroll systems and passwords for computerised payroll systems. Requirement: How it affects a business’s payroll operations: Requirement: All records kept in relation to payroll operations must be kept private, confidential and secure. How it affects reporting requirements: Only payroll information in relation to the business’ s obligations(e.g. PAYG withholding amounts) are reported on tax returns. ix. Higher Education Loan Program (HELP) Requirement: If an employee has a HELP debt and their repayment income has already exceeded the minimum threshold, the employee must begin making compulsory repayments against their loan. How it affects a business’s payroll operations: Compulsory repayments for employees with HELP debts must be included in the PAYG amount withheld from payment to the employee. Requirement: How it affects a business’s payroll operations: Requirement: HELP repayments must be accurately recorded. How it affects reporting requirements: HELP repayments included in PAYG withholding amounts must be reported in the business’ s activity statements. Page: 35 of 97
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FNSTPB402 Student Assessment Booklet x. Medicare levy Requirement: Taxpayers must pay a Medicare levy of %2 of their taxable income. However, if the employee’s taxable income is below a certain threshold, the levy may either be reduced or the employee exempted from paying the levy How it affects a business’s payroll operations: The Medicare levy must be included in the PAYG amount withheld from payments to employees, unless the employee is exempt from paying the levy. Requirement: How it affects a business’s payroll operations: Requirement: Payments of the Medicare levy must be accurately recorded. How it affects reporting requirements: Medicare levy payments included in PAYG withholding amounts must be reported in the business’ s activity statements. xi. Tax Agent Services Act (TASA) Requirement: The Act sets out qualifications and requirements for registered tax or BAS agents. How it affects a business’s payroll operations: Only individuals who have met these requirements for registered tax or BAS agents must be in charge of the business’ s payroll operations. Requirement: How it affects a business’s payroll operations: Requirement: A BAS agent must maintain records of account such that the registered tax practitioner can account to entitled persons, on demand, for any money or other property held on trust. How it affects reporting requirements: Maintaining complete records of account enables you to be able to accurately report to the client about their money and/ or property and protects you from unfounded accusations, Page: 36 of 97
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FNSTPB402 Student Assessment Booklet xii. Current industry and modern awards Requirement: Employees covered by a modern award should be given the entitlements under the award How it affects a business’s payroll operations: Employees covered by a modern award should have their minimum entitlements as stated in t bargaining agreement he awards be reflected in the business’ s payroll system Requirement: How it affects a business’s payroll operations: Requirement: To ensure that employees get the entitlements under their industry award, businesses are legally required to keep accurate and complete time and wages records and issue pay slips to each employee. How it affects reporting requirements: The employee’ s pay slip should accurately reflect the data in their time and wages records. xiii. Current enterprise bargaining agreements Requirement: The entitlements made in an enterprise bargaining agreement cannot be lower than that in the applicable modern award. How it affects a business’s payroll operations: When the business sets out to create an enterprise bargaining agreement with its employee, the business must make sure that the entitlements granted are not lower than that in the modern award. Requirement: How it affects a business’s payroll operations: Requirement: The enterprise bargaining agreement must be documented through writing and a copy must be kept in the business’ s records. How it affects reporting requirements: The proposed enterprise agreement must then be lodged for approval by the Fair Work Commission within 14 days of the agreement being made. Page: 37 of 97
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FNSTPB402 Student Assessment Booklet xiv. Individual Transitional Employment Agreement (ITEA) Requirement: No new ITEAs can be made. However, existing ITEAs must be applied until terminated. How it affects a business’s payroll operations: Any employees covered by an ITEA must receive the entitlements set out in the ITEA, unless terminated by either employee or employer. Requirement: How it affects a business’s payroll operations: Requirement: If an employer and employee decides to terminate the agreement, it must be documented through a termination agreement. How it affects reporting requirements: The person covered by the agreement must apply to the Fair Work Commission for approval of the termination agreement. Only after approval can the agreement be terminated. xv. Australian Workplace Agreement (AWA) Requirement: How it affects a business’s payroll operations: Requirement: How it affects a business’s payroll operations: Requirement: How it affects reporting requirements: Page: 38 of 97
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FNSTPB402 Student Assessment Booklet xvi. Annual leaves as outlined in leave legislation Specify the name of the legislation where the requirement can be found. Requirement: As per the National Employment Standards (NES), employees are entitled to a minimum of accumulated 4 weeks of paid annual leave for each year of service. How it affects a business’s payroll operations: If an employee takes an annual leave, the employee must still be paid the employee’s base pay rate for all ordinary hours worked. Requirement: How it affects a business’s payroll operations: Requirement: The business is obliged to keep accurate and complete records of employee leave accruals. How it affects reporting requirements: Accurate and complete records of employee leave accruals enable the business to produce accurate reports (e.g. payslips, payment summaries, etc. ) of the employee’s hours of work, wages, etc. xvii. Personal leaves as outlined in leave legislation Specify the name of the legislation where the requirement can be found. Requirement: As per the NES, employees are entitled to 10 days of paid personal/ carer’s leave per year. How it affects a business’s payroll operations: If an employee takes a personal leave, he must still be paid his base pay rate for all ordinary hours worked. Requirement: How it affects a business’s payroll operations: Requirement: The business is obliged to keep accurate and complete records of employee leave accruals. How it affects reporting requirements: Accurate and complete records of employee leave accruals enable the business to produce accurate reports (e.g. payslips, payment summaries, etc.) of the employee’ s hours of work, wages etc. Page: 39 of 97
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FNSTPB402 Student Assessment Booklet xviii. Paid parental leaves as outlined in leave legislation Specify the name of the legislation where the requirement can be found. Requirement: As per the Paid Parental Leave Act 2010, eligible employees who are the primary carer of a newborn or adopted child get up to 18 weeks leave paid at the national minimum wage by the government. How it affects a business’s payroll operations: If an eligible employee takes a paid parental leave, the government makes the necessary payment to the employer. The employer is required to pay this amount to the employee, Requirement: How it affects a business’s payroll operations: Requirement: Parental leave payments from the government must be recorded accurately. How it affects reporting requirements: Payslips in which parental leave payments are reported must include the following: - the gross and net amounts of Parental Leave Pay and the amount of income tax deducted. if there are other payments on the payslip, this information must be included as well as the total gross, net and income tax amounts. the amount of any deduction and the name and bank details of the entity the deduction was given to. xix. Long service leaves as outlined in leave legislation Specify the name of the legislation where the requirement can be found. Requirement: As per the NES, an employee is entitled to long service leave in accordance with their applicable pre- modernised award if a premodernised award does not apply to an employee, then agreement – derived long service leave entitlements will apply. If there are no applicable awards and agreements, State and Territory long service leave laws must be followed. How it affects a business’s payroll operations: If an eligible employee takes a long service leave or opts to collect payment for untaken long service leave instead, all relevant entitlements must be followed, depending on the industrial instrument or legislation that applies. Requirement: How it affects a business’s payroll operations: Requirement: The business must keep complete and accurate time and wages records since long service leave entitlements are based on continuous service. How it affects reporting requirements: Unused long service leave can be claimed as payment upon termination and must be reported in the business’ s activity statements. The record- keeping requirement above helps the business accurately report amounts paid relating to long service leaves. Page: 40 of 97
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FNSTPB402 Student Assessment Booklet xx. Australian Bureau of Statistics (ABS) Act Requirement: The ABS Act sets one of the functions of the Australian Bureau of Statistics as the central statistical authority on a wide range of economic, social, population and environmental matters of importance to Australia. How it affects a business’s payroll operations: The business may use statistical information relating to the community, the industry, the social and economic climate from ABS to improve aspects of the payroll system, e.g. salary packages to address social and economic needs identified by ABS. Requirement: How it affects a business’s payroll operations: There is no need to fill out this section. Page: 41 of 97
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FNSTPB402 Student Assessment Booklet 9. Listed below are Australian Taxation Office (ATO) requirements relating to payroll systems: a. In 20-50 words, briefly describe each item. b. Explain how each requirement is applied in establishing and maintaining payroll systems. Description How it is applied in establishing and maintaining payroll systems i. Australian Business Number (ABN) It is a unique 11 digit identifier assigned to each Australian business. It is used to identify each business when dealing with ATO and other government departments and agencies as well as other businesses. A business must register for an ABN in order to lodge and pay PAYG installment and withholding taxes for its employees. An ABN is needed in order for a business with a total annual taxable wage payment exceeding the threshold to be able to lodge and pay payroll tax. A business must register for an ABN in order to meet its super obligations for eligible employees. ii. Payment summary In your explanation, include the different types of payment summaries. It is a document given by the employer to the employee summarising the employee’ s total earnings during the financial year A business is required to give each of its employees a payment summary. At the end of each financial year a business must lodge a PAYG withholding annual report, including the following: - all payments made to payees during the financial year. * the amounts withheld from those payments. iii. Employment termination payments (ETPs) In your explanation, include the two (2) types of ETPs. They are specific payments made to an employee when he stops working for the buiness. A payment must generally be made within 12 months of termination to qualify as an ETP and receive concessional tax treatment . Otherwise the payment is part of the recipient’s assessable income and is taxed at their marginal rates Page: 42 of 97
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FNSTPB402 Student Assessment Booklet iv. Tax file number (TFN) declaration It is completed before an employee starts to receive payments from a new payer . This is where the employer bases their calculations of withholding amounts from payments to the employee. Each employee should complete a TFN declaration Employee TFN declarations should be lodged with ATO. If the employer lodges their TFN declaration reports electronically, then the employee must also complete an electronic TFN declaration form. If the employee completes a new, updated declaration, it will override the previous one. Page: 43 of 97
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FNSTPB402 Student Assessment Booklet 10. Outline the Tax Practitioners Board (TPB) requirements for BAS agents: a. registration requirements b. scope of services relating to payroll systems c. documentation requirements relating to payroll systems a. Registration requirements for BAS agents Add more answer fields as needed. Page: 44 of 97
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FNSTPB402 Student Assessment Booklet b. Scope of services relating to payroll systems Add more answer fields as needed. c. Documentation requirements for BAS agents Add more answer fields as needed. Page: 45 of 97
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FNSTPB402 Student Assessment Booklet 11. Discuss the key requirements relating to payroll systems of the following taxation laws: a. PAYG Instalment (PAYGI) tax as outlined in A New Tax System (Pay As You Go) Act 1999 b. PAYG Withholding (PAYGW) tax as outlined in A New Tax System (Pay As You Go) Act 1999 c. Fringe Benefits Tax Assessment Act 1986 as it relates to salary packaging Each discussion must be 100-150 words. a. PAYG Instalment (PAYGI) tax as outlined in A New Tax System (Pay As You Go) Act 1999 b. PAYG Withholding (PAYGW) tax as outlined in A New Tax System (Pay As You Go) Act 1999 Page: 46 of 97
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FNSTPB402 Student Assessment Booklet c. Fringe Benefits Tax Assessment Act 1986 as it relates to salary packaging Page: 47 of 97
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FNSTPB402 Student Assessment Booklet 12. Discuss the key aspects that you must consider when implementing the following routine requirements in the payroll system: award payments salary amount salary packaging superannuation guarantee superannuation reporting Your discussion must: include a short description of the requirement be within 60-100 words Routine requirements Key aspects that must be considered in implementing it i. Award payments are minimum payment entitlements prescribed for employees of a certain industry or occupation. In maintaining the payroll system, the employee’ s pay entitlements as outlined in the award must be followed. Must consider whether the business is covered by a registered enterprise bargaining agreement or not. If an agreement applies, then the base of pay rates must override payments prescribed in the award, unless the agreement rates are lower than that in the award. Must consider whether the employee has an over award payment, an amount in excess of the relevant minimum award wage which an employer may pay for different reasons. ii. Salary amount is the amount the employee must be paid for the hours of work they render. Must consider the employee’s agreed- upon annual salary as documented in the employment contract. May include: minimum weekly wages, penalties, overtime, allowances, annual leave holding. Page: 48 of 97
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FNSTPB402 Student Assessment Booklet iii. Salary packaging also known as salary sacrifice, is an arrangement between employee and employer where the employee pays for some items or services straight from his pre- tax salary - Must take in consideration whether the employee has arrangements for salary packaging or salary sacrifice arrangement. - The business must pay fringe benefits tax on the benefits included in the salary packaging. - Must take in consideration when the salary sacrificing arrangement was made. It must have been before earning the income. iv. Superannuation guarantee is a compulsory system of superannuation support for employees, paid for by employers. Must consider the minimum SG contribution rate for the financial year as set by ATO. Must consider the employee’s chosen super fund and must make super payments to. If an employee has chosen to include super payments into their salary sacrificing arrangement, the amount sacrificed is not subject to PAYG tax and the business’ s SG payment obligations will be based on the employee’ s reduced salary. v. Superannuation reporting refers to the reportable employer superannuation contributions that must be included in the annual payment summary given to each employee. Consider whether the business pays the following super contributions to the employee and report theses in the employee’s payment summary: - additional contributions as part of an employee’ s individual salary package - additional contributions under a salary sacrifice arrangement. - pre- tax amounts paid to an employee’ s super fund at the employee’s direction, such as directing an annual bonus into super. Page: 49 of 97
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FNSTPB402 Student Assessment Booklet 13. Discuss the key aspects that you must consider when implementing the following non- routine requirements in the payroll system: life benefit employment termination payment death benefit employment termination payment superannuation guarantee charge Your discussion must: include a short description of the requirement be within 60-100 words Routine requirements Key aspects that must be considered in implementing it i. Life benefit employment termination payment ii. Death benefit employment termination payment Page: 50 of 97
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FNSTPB402 Student Assessment Booklet iii. Superannuation guarantee charge is a payment made when the employer is unable to pay minimum super guarantee for the employee by due date. The charges includes: - SG shortfall amounts calculated on the employee’ s salary wages. - interest on those amounts (currently %10) - an administration fee ( $20 per employee, per quarter) Must consider whether the following applies and use the late payment offset to reduce the amount of SGC the business must pay: The business made the payment to the employee’ s super fund. The business made the payment before the date the SGC assessment was made. The business lodged the late payment offset election with us within 4 years of employee’ s original SGC assessment date. Must consider whether the following applies and use the late payment as prepayment of a future super contribution for the same employee: The late payment is for the same employee The start of the quarter is within 12 months after the payment date. 14. Access Bigger Than Big Corporation’s Accounting Controls here . In the spaces provided below: a. Identify the name of one (1) policy relevant to the payroll system. b. Summarise the procedures for the policy. c. In 30-60 words, explain how the policy and procedures affect payroll system maintenance. Name of policy relevant to the payroll system Page: 51 of 97
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FNSTPB402 Student Assessment Booklet Summary of procedures How the policy and procedures affect payroll system maintenance. 15. Access Awesome Landscapes’s Accounting Policies and Procedures below. Awesome Landscapes In 30-60 words, discuss the structure of authority with regards payroll operations in the organisation. Your discussion must be 30-60 words. Guidance: Your response must include the names of the authorising personnel in the organisation and their functions and responsibilities. Page: 52 of 97
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FNSTPB402 Student Assessment Booklet Assessment Cover Sheet: Assessment Task 2 (AT2) Student Detail Student Name Student Id: Group No (If Applicable): Assessment Details Unit of Competency FNSTPB402- Establish and Maintain Payroll System Assessment Task Case Study Due Date Date of Submission Assessment Outcome Satisfactory □ Not Satisfactory □ Date Assessor name Assessor Signature and Date Comments/Feedback Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this assessment task is original and has not been copied or taken from another source except where this work has been correctly acknowledged. I have made a photocopy or electronic copy or photograph of my assessment task, which I can produce if the original is lost. Assessor Student I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. I also declare that I have undertaken the indicated assessment integrity checks I have received, discussed and accepted my result as above for this task and I am aware of my appeal rights. Page: 53 of 97
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FNSTPB402 Student Assessment Booklet Google check for plagiarism Yes No Check for Copying/Collusion Yes No Check for Authenticity (own work) Yes No Cheating or use of model answers Yes No Signature: ........................................................ Date: ................................................................ Signature: ........................................... Date: ................................................ CASE STUDY Part A: North Park Stationery Supplies Assessment Details This part of the assessment requires you to answer written questions and undertake tasks in preparation for the monitored assessment in Part B. Refer to the scenario below to complete the tasks that follow. Case Study Part A: North Park Stationery Supplies is divided into four (4) tasks: I. Establish Payroll Requirements II. Complete Preparations for the New Payroll System III. Complete Manual Wage Calculation IV. Handle Payroll Enquiry Read the instructions in this project carefully before proceeding. Page: 54 of 97
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FNSTPB402 Student Assessment Booklet North Park Stationery Supplies North Park Stationery Supplies is a recently opened stationery store in Cascade Peak. The store has been in operation for roughly a year now. Below are the policies and procedures the business has developed for accounting and bookkeeping. *** POLICIES AND PROCEDURES The North Park Stationery Supplies financial policy and procedure manual provides the policies and procedures for financial transactions within the business which must be followed by all staff. It also provides guidelines North Park Stationery Supplies will use to administer these policies, with the correct procedure to follow. Page: 55 of 97
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FNSTPB402 Student Assessment Booklet These policies and procedures apply to all employees. 1. Accounting System The business keeps an accrual set of books using MYOB, accounting for debtors and creditors. When data is entered, the source document must be checked for validity, and the account code and initials of who entered the data is required on the source document. 2. General Ledger A chart of accounts has been drawn up in consultation with the accountant. Accounts are not to be added to unless there is no other account which can be used and approval has been given by the Supervisor. If accounts are added, care must be taken so that the new accounts are on the correct level so that financial reports are accurate. 3. Electronic Filing Copies of all reports printed are stored electronically. The file naming Protocol will be in the following format: “ FNSTPB402-Submission [number]-Printout-[description] .” 4. Errors and Discrepancies It is essential that the books of the business are accurate and correct. Any discrepancies should be reviewed by Malcolm Stewart. Where necessary, entries should not be deleted (e.g. dishonoured cheque). The entry in your data file should be adjusted as need be. If an incorrect tax code has been used in a previous BAS, a journal entry is recorded to correct this error. 5. Data Security The MYOB accounting file is backed up each afternoon so that in the event of a fire, theft or vandalism, a copy of the data file is off the premises. A backup of the data file is also made by the bookkeeper. All documents no longer required in the business must be shredded for security reasons, never put in the rubbish bin. MYOB security settings have been established to restrict access to staff depending on their level of responsibility. The Administrator has access to the whole system with no restrictions. All other staff are restricted from accessing any payroll information. PAYROLL MANAGEMENT POLICY AND PROCEDURES 1. Introduction This payroll management policy and procedure manual is designed to provide payroll staff and contractors direction as to the business rules and regulations for staff and in staff management and operations. The aim of this procedure is to enable staff to promptly find answers to payroll issues regarding pay, employee Page: 56 of 97
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FNSTPB402 Student Assessment Booklet entitlements and conditions of the workplace. It will help staff to be better informed and equip staff with resources needed to complete their payroll responsibilities. 1.1. Payroll Administration Tasks 1) Add new employees and provide New Employee induction kits 2) Collate and process timesheets 3) Process fortnightly pays 4) Issue pay slips 5) Monitor and process annual leave applications 6) Monitor and process personal leave and medical certificates 7) Monitor long services leave 8) Prepare and issue payment summaries 9) Manage employee contracts 10) Manage employee queries 2. Payroll Instructions 2.1. Payroll Business Guidelines 2.1.1. Privacy Payroll administrators are required to maintain confidentiality over all employee information and keep it secure. Refer to basic principles of the Privacy Act 1988. 2.1.2. Tax File Numbers Privacy for the TFN is the utmost importance and Tax Declaration Forms should be stored in a secure place and not accessed by unauthorised personnel. As a recipient of a TFN, payroll administrator must ensure that access to records containing TFN information is restricted to individuals who have authority to access them. Page: 57 of 97
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FNSTPB402 Student Assessment Booklet 2.1.3. Standard Work Week Full-time staff work a standard 38-hour week, as per the National Employment Standards. This consists of 8 work hours on Mondays and 7.5 work hours from Tuesday to Friday . Overtime is calculated on time worked in excess of 38 hours in line with the Modern Award. 2.1.4. Wages and Salaries Payroll information will not be provided to any other staff or third parties (such as banks) unless prior approval has been provided by the employee to release such information. A registered enterprise bargaining agreement between North Park Stationery Supplies and its employees is in place (‘North Park Stationery Supplies Enterprise Agreement’). However, this will be effective in the next year. The agreement sets the weekly wage of all employees who are not managers or higher income employees to 50 dollars more than the minimum weekly wage prescribed by the modern award that applies to them. Individual employment agreements are also in place and can be found in the individual’s employee records in the HR files. Care must be taken that all applicable entitlements based on awards and employment agreements are followed in the payroll. 2.1.5. Allowances and deductions Allowances o Car allowance paid at 0.78c per km o Meal allowance paid at $15.14 as per the Clerks Private Sector Award 2010. Deductions o Child Support – both employee and Department of Human Services DHS must be informed of changes to Salaries and Wages. o Additional Superannuation as authorised by the employee. 2.1.6. Overtime Overtime must be approved by the Manager before it is performed and signed off on the employee’s time sheets fortnightly. 2.1.7. Annual Leave Full -time permanent employees are entitled to a four (4) week annual leave a year as per NES Standards. Permanent part-time employees are entitled to pro-rata based on their hours worked. Permanent staff being paid an hourly rate entitled to annual leave are also entitled to leave loading which is paid at 17.5%. 2.1.8. Personal Leave – Medical Certificate required. Ten (10) days’ Personal Leave per annum including two (2) days carer’s leave is paid to full-time staff as per NES standards. Permanent part-time employees are entitled to pro-rata based on their hours worked. Business has a legal right to ask employees for evidence supporting their absence therefore; Page: 58 of 97
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FNSTPB402 Student Assessment Booklet medical certificates must be provided before leave is paid. 2.1.9. Long Service Leave Long Service leave is accrued as per NES Standards and the relevant State/ Territory legislation. 2.1.10. Other Leaves Appropriate documentation and notice is required for Paid Parental Leave, Leave Without Pay and Long Service Leave. 2.1.11. Pay Slips Pay slips must be issued to each employee on the day of pay day. The company chooses to email pay slips to private email addresses. All employees are to sign and initial authority for pay slips to be emailed. At the end of the financial year, each employee is given a payment summary containing their total payments for the year and all amounts withheld from these payments. 2.1.12. Superannuation Employees are entitled to superannuation of 9.5% of ordinary time’s earnings. Superannuation begins to accrue once an employee has earned $450 in any month and is payable on every dollar earned as ordinary time earnings. The companies default superannuation fund is Care Superannuation. However, the employee can elect to choose between Care Super or Sunsuper. The standard choice form is attached in the next section. 2.2. New Staf 2.2.1. Essential Documentation for New Staf 1) Fair Work information sheet (Fair Work information sheet) 2) Employment Contract 3) Superannuation choice form ( Superannuation Standard Choice Form ) 4) Annual leave Request Application 5) Employee information forms to outline employee details and Bank Details 6) TFN Declaration 7) Employee Authority to email payslip 8) Employee authority to email payment summary 9) Emergency contact details. Copies of signed employee documents are filed in the Employees HR files. 2.2.2. Award/Contract/Agreement Modern Awards are used in the business. Page: 59 of 97
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FNSTPB402 Student Assessment Booklet Clerical Clerks Private Sector Award 2010 2.2.3. Changes to Payroll deductions. Any changes to the employee’s pay’s must be notified in writing. This includes but is not limited to voluntary superannuation contributions, changes to the tax to be withheld and child support payments. Copies of any source documents are to be filed in the employee’s HR file. 3. Pay run Process a. Pay Run Cycle. The business pay cycle is fortnightly. b. Pay run Process Check for New staff. Check for any employee detail changes. Check for Annual, personal or Long Service leave, check against the timesheets. Calculate the ordinary hours and the Overtime hours to be paid on the timesheets. Process authorised timesheets. Run Pay run. Print the payroll reports for approval. Create the electronic payment file and write out any cheques that need to be done for payroll purposes. Organise for the cheques to be signed. Email pay slips. c. Payroll Payment Plan Payroll officer makes the payment Provide business manager fortnightly pay run reports Gain Approval from the Manager to make payments Make payments via online banking. Make alternative arrangement for anyone that isn’t paid electronically. Email business owner receipts and details of payments. d. Setting pay rates Staff review and change of pay rates must be controlled and approved by the Manager. Any change that needs to be made to the computerised system are Page: 60 of 97
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FNSTPB402 Student Assessment Booklet completed before the next payroll cycle is processed. e. Payroll Timeframes Payruns are from Monday to the following Sunday fortnight. The fortnightly timesheets must be submitted by 10:00am on the Monday immediately after the fortnight end. Payroll must be prepared and processed on the same day as the timesheets are submitted. Payments will be released on the same day. Payslips must be distributed on the Monday that timesheets are processed and payments are released. Payroll enquiries must be answered within 24 hours, provided that the next day is a business day. Page: 61 of 97
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FNSTPB402 Student Assessment Booklet 4. Payroll Reconciliation Payroll accounts are reconciled on a monthly basis using the following reports: Payroll summary for the period Profit and Loss Statement Superannuation Accrual by fund for the period Account transactions Accrual for the period Payroll register summary for period Balance sheet Payroll reconciliation checklist for the period 4.1. Wages Reconciliation Any errors identified are to be corrected prior to the BAS or IAS being lodged. Refer to section 5 for lodgement dates. 4.2. Superannuation Any errors are to be identified prior to lodgement with the individual funds. Payment is to be made by the 25th of the month following the reporting month. 4.3. Payroll Liability Accounts All other payroll liability accounts are to be reconciled and any errors are to be corrected and payments are to be made by the 25th of the month following the reporting month. 5. Payroll Report 5.1. Payment Summaries Are issued annually to employees electronically via email. The EMPDUPE File created by the software is submitted to the Australian Taxation Office (ATO) as per the ATO’s guidelines. 5.2. GST and BAS reporting The business has an Australian Business Number (ABN) and is registered for GST, reporting quarterly on an ACCRUAL BASIS. PAYROLL is reported on a monthly basis. Instalment Activity Statements are lodged and paid monthly by the 21st of the month following the end of the reporting month. Business Activity Statements are lodged and paid quarterly by the 28th of Page: 62 of 97
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FNSTPB402 Student Assessment Booklet the month following the end of the reporting quarter. The company uses an “ATO Liabilities Payable” clearing account as part of its GST lodgement reconciliation process. IAS’s and BAS’s to be paid from this account at the paid form and date of the end of the reporting month. Payment to the Australian Taxation Office is allocated to the ATO Liabilities Payable clearing account. 6. Record-keeping The following procedures must be followed when maintaining the payroll system, in line with record-keeping and reporting requirements of relevant legislation: Records must not be false or misleading. All payments to employees and amounts withheld from these are immediately and accurately recorded in the payroll system. All leaves taken by employees are immediately and accurately recorded in the payroll system. All source documents are photocopied, with one (1) copy of the document filed in the HR files and one (1) copy kept in the back-up files. All claims to workers compensation are photocopied, with one (1) copy of the document filed in the HR files and one (1) copy kept in the back-up files. 7. References ATO – Guide for employers ATO – Reporting on PAYG Withholdings Fair Work – Modern Awards For the purpose of this assessment, this scenario is based in your State/Territory and the financial year is 2016-2017. Page: 63 of 97
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FNSTPB402 Student Assessment Booklet Task 1: Establish Payroll Requirements SCENARIO You are a registered BAS agent providing accounting and bookkeeping services on a contractual basis to North Park Stationery Supplies. They used to have a manual payroll system; however, the owner has recently decided to migrate to a new computerised payroll system using MYOB software. You have been tasked with establishing the new payroll system and maintaining it. Based on this scenario, answer the questions below. 1.1 Based on the Organisational Chart provided in the beginning of the Assessment Details and North Park Stationery Supplies’s Policies and Procedures, discuss the structure of authority in the organisation. Your discussion must be 30-60 words. Guidance: Your response must include the names of the authorising personnel in the organisation and their functions and responsibilities. Page: 64 of 97
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FNSTPB402 Student Assessment Booklet 1.2 In 100-150 words, discuss the scope of payroll services you are allowed to provide in establishing and maintaining North Park Stationery Supplies’s new payroll system. Page: 65 of 97
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FNSTPB402 Student Assessment Booklet 1.3 Based on your responses in Task 1.1, discuss one (1) aspect of establishing payroll requirements for which you will need independent expert advice. Your response must: be within 100-150 words. include at least one (1) payroll requirement E.g. National Employment Standards, Fair Work Act, Taxation laws relevant to payroll systems, Modern awards and enterprise bargaining agreements. include the independent expert that can provide advice regarding the requirement Expert independent advice must be given by an individual or organisation independent of the parties with interests in the matter (e.g. client, employees of the organisation, etc.). Sources of independent expert advice may include but are not limited to: o Financial advisers o Registered tax agents o Government agencies like ASIC, the Fair Work Ombudsman Page: 66 of 97
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FNSTPB402 Student Assessment Booklet 1.4 Refer to North Park Stationery Supplies’s Policies and Procedures to complete the table below. Identify the following requirements related to setting up details in the payroll system for individual employees: One (1) modern award Any State/Territory-based differences included in the modern award Two (2) employment agreements Modern award State/Territory-based differences included in the modern award Employment agreements i. ii. Page: 67 of 97
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FNSTPB402 Student Assessment Booklet 1.5 You are required to complete the tasks in this case study according to the organisation timeframes outlined in Section 3.5 of North Park Stationery Supplies's Policies and Procedures. Answer the questions below and ensure to follow the timeframes you defined. i. Deadline for fortnightly timesheets Specify the day and time. ii. Date payslips must be distributed fortnightly iii. Deadline for enquiries about payroll. 1.6 Complete the tasks below: a. In the table below, identify one (1) legislative requirement and one (1) organisational requirement relevant to employment termination. b. For each requirement identified, discuss the following: how the requirement is applied in the termination process how the requirement is applied in processing termination payments Each discussion must be 60-100 words. Page: 68 of 97
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FNSTPB402 Student Assessment Booklet Requirement How it is applied in termination process How it is applied in processing termination payments Legislative Requirement: Organisational Requirement: Page: 69 of 97
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FNSTPB402 Student Assessment Booklet Task 2: Complete Preparations for New Payroll System 2.1 The following individuals are employed by North Park Stationery Supplies. Below are excerpts from their individual employee records as kept in the HR files. Use the information provided below to develop your category plan in Task 2.2. Guidance for Part B: When entering into MYOB, please include the appropriate classification and default expense account for the employees. Please ensure that you have this information available to enter into the MYOB data file in Task B of this assessment. Page: 70 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Page: 71 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Refer to the 2010 Clerk Awards for the employees’ hourly rates. Click here to view the document. (Use the following username: newusername, password: newpassword .) 2.2 At the centre of a payroll system are payroll categories, which need to be carefully planned to ensure that employees are paid correctly. Using the employee data provided, the Clerk Awards Private Sector Pay Guide and the requirements in Section 2.1.4 Wages and Salaries of the policies and procedures, create a category plan you can use in your payroll data file. (Please keep and use this plan when you do the Part B assessment.) Malcolm John Stewart, Manager (PF) Hannah Maureen Scofield, Clerical Award Level 1 Year 2 (PF) Jodie Maree Staford, Clerical Level 5 (C) Edward Leonard Morgan, Clerical Level 4 (PP) Category WAGES 17.5% Leave Loading Base Hourly Base Salary Car Allowance at 0.78c per km Meal Allowance at $15.14 Holiday Leave Hourly Holiday Leave Salary Personal Leave Hourly Personal Leave Salary Public Holiday Unused Holiday Termination x1.5 overtime x2.0 overtime Page: 72 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Superannuation Super Guarantee (Sunsuper) Super Guarantee (CARE) Super Additional $60 (CARE) ENTITLEMENTS Holiday Leave Accrual Hourly Holiday Leave Accrual Salary Personal Leave Accrual Hourly Personal Leave Accrual Salary DEDUCTIONS Child Support TAXES PAYG Withholding 2.3 Complete the table below. a. Look up the weekly rate in the Clerical Awards, then calculate the hourly. Note that one of the employees is a casual staff member. b. Calculate the accrual rates for employee entitlements on a fixed number of hours per pay period for salaried staff or on a percentage basis for the Part-time employees. All accrual rate calculations should be recorded with four (4) decimal places. Use 52 weeks in a year, 38 working hours a week, and assume that the employees are paid fortnightly (26 pays per year). Refer to the business’s policies and procedures and the excerpts of employee records found in Task 2.1 and 2.2 to complete the table. Page: 73 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Stewart Scofield Staford Morgan i. Hourly rate n/a $ $ $ ii. Annual leave at four (4) weeks in a year iii. Personal leave at 10 days a year Page: 74 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet 2.4 You have not yet obtained the authorisation from the owner to start setting up the new computerised payroll system, as the software and equipment you will use are not ready yet. In the meantime, the manager, Malcolm Stewart, has instructed you to use the manual payroll system in recording employee information. These will be recorded in the computerised payroll system once you are given the go signal by management. The following is information for the first fortnight’s pay run from the business’s employee scheduling system: Steps to take: a. Locate the timesheets on the following pages. b. Complete the timesheets for the first fortnight’s pay run from 29th May – 11th June by manually recording the information from the employee scheduling system in the business’s timesheets. Guidance: Please enter any meal allowance as a count number (not dollars). Into the Type column please use the abbreviations (A)nnual Leave, (P)ersonal Leave, (PH) Public Holiday. Page: 75 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Time Sheet North Park Stationery Employee Name: Hannah Scofield Hourly Rate: $ Fortnight Ending: 11th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed Thu Fri 8:30 5:00 1:00 7.5 Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed 8:30 5:00 1:00 7.5 Thu 8:30 5:00 1:00 7.5 Fri 8:30 5:00 1:00 7.5 Totals Car Allowance: 65 KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: H Scofield Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature: Malcolm Stewart Page: 76 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Time Sheet North Park Stationery Employee Name: Jodie Stafford Hourly Rate: $ Fortnight Ending: 11th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed Thu 8:30 5:00 1:00 7.5 Fri 8:30 5:00 1:00 7.5 Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed 8:30 5:00 1:00 7.5 Thu Fri Totals Car Allowance: KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: H Scofield Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature: Malcolm Stewart Page: 77 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Time Sheet North Park Stationery Employee Name: Edward Morgan Hourly Rate: $ Fortnight Ending: 11th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed 8:30 5:00 1:00 7.5 Thu 8:30 5:00 1:00 7.5 Fri Mon Tue 8:30 5:00 1:00 7.5 Wed 8:30 6:00 1:00 8.5 Thu 8:30 7:30 1:30 9.5 Fri Totals: Car Allowance: KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: J Staford Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature: Malcolm Stewart Page: 78 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet 2.5 The following is information for the second fortnight’s pay run from the business’s employee scheduling system: Steps to take: a. Locate the timesheets on the following pages. b. Complete the timesheets for the second fortnight’s pay run from 12th June - 25th June by manually recording the information from the employee scheduling system in the business’s timesheets. Guidance: Jodie Stafford, North Shore’s bookkeeper, completed Edward Morgan’s timesheet for you, as she is more familiar with Edward’s individual employment agreement. Page: 79 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Time Sheet North Park Stationery Employee Name: Hannah Scofield Hourly Rate: $ Fortnight Ending: 11th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed 8:30 5:00 1:00 7.5 Thu 8:30 5:00 1:00 7.5 Fri 8:30 5:00 1:00 7.5 Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed Thu 8:30 5:00 1:00 7.5 Fri 8:30 5:00 1:00 7.5 Totals Car Allowance: 82 KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: H Scofield Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature: Malcolm Stewart Page: 80 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Time Sheet North Park Stationery Employee Name: Jodie Stafford Hourly Rate: $ Fortnight Ending: 11th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed Thu 8:30 5:00 1:00 7.5 Fri 8:30 5:00 1:00 7.5 Mon 8:00 5:00 1:00 8 Tue 8:30 5:00 1:00 7.5 Wed Thu Fri Totals Car Allowance: KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: H Scofield Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature: Malcolm Stewart Page: 81 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Page: 82 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018 Time Sheet North Park Stationery Employee Name: Edward Morgan Hourly Rate: $ Fortnight Ending: 25th June 2017 Leave Type: A = Annual Leave P = Personal Leave PH = Public Holiday Day Start Finish Break Total Ord x1.5 x2.0 Leave Type Mon 8:00 5:00 1:00 8 8 Tue 8:30 5:00 1:00 7.5 7.5 Wed 8:30 5:00 1:00 7.5 7.5 Thu 8:30 5:00 1:00 7.5 7.5 Fri Mon 8:00 5:00 1:00 8 8 Tue 8:30 5:00 1:00 7.5 7.5 Wed 8:30 12:00 3.5 4 7.5 PH Thu 8:30 5:00 1:00 7.5 7.5 Fri Totals: 53.5 3.5 Car Allowance: KMS Meal Allowances: Employee Certification: I certify that the above hours are true and correct Employee Signature: E Morgan Supervisor Certification: I certify that the hours shown on this time sheet are true and correct Supervisor’s Signature:Malcolm Stewart
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FNSTPB402 Student Assessment Booklet Task 3: Complete Manual Wage Calculation For this part of the assessment, you are required to manually complete the wage calculations for the first fortnight for Hannah Scofield, Jodie Stafford and Edward Morgan. This is to put emphasis on the importance of knowing how to compute pays manually. Steps to take: 1. Locate the tables for each employee on the following pages. Use this to document your wage calculations for each employee. 2. Using the time sheets completed in Task 2.3 of this assessment, manually complete the wage calculations for the first fortnight for Hannah Scofield, Jodie Stafford and Edward Morgan. Use the following documents to complete this task: Fortnightly Tax Table 2016-2017 HELP/SSL/TSL Fortnightly Tax Table 2016-2017 Follow the guidelines below in completing the wage calculations. Guidelines: Total Gross Pay is calculated by adding Ordinary Hours, Overtime, Personal Leave, Annual Leave, Annual Leave Loading and Public Holiday payments. Obtain PAYG Withholding figures from the Fortnightly Tax Table (NAT 1006) for Tax Free Threshold and No Tax Free Threshold. For the PAYG Withholding figure for an individual with Tax Free Threshold + HECS + HELP, add the figures from the Fortnightly Tax Table and the HELP/SSL/TSL Fortnightly Tax Table. Indicate which items are included in calculating PAYG Withholding figures by writing ‘Yes’ under the column Tax. Otherwise, write ‘No.’ E.g. Payments for ordinary hours worked are included in this calculation and must be marked ‘Yes’ under the column for Tax. Allowances are not included in this calculation and must be marked ‘No’ under the column for Tax. Net Wage is computed by adding the Total Gross Pay to Allowances (Meal or Car) and deducting PAYG Withholding and Child Support amounts. Page: 83 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Superannuation figures are computed by multiplying the total of Ordinary Hours, Overtime, Leaves and Holidays by 9.5%. Note that overtime payments are not included in calculating superannuation contributions. Indicate which items are included in calculating superannuation contributions by writing ‘Yes’ under the column Super. E.g. Payments for ordinary hours worked are included in this calculation and must be marked ‘Yes’ under the column for Super. Overtime payments and allowances are not included in this calculation and must be marked ‘No’ under the column for Super. HANNAH SCOFIELD Tax-Free Threshold Qty Category Rate Tax Super Value Hours Ordinary Time @ Hours Overtime x1.5 Hours Overtime x2.0 Hours Personal Leave @ Hours Annual Leave @ Meal Allowance Kms Car Allowance Taxed TOTAL GROSS: For Super PAYG Withholding: Superannuation on Wages: NET WAGE Page: 84 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet JODIE STAFFORD No Tax-Free Threshold Qty Category Rate Tax Super Value Hours Ordinary Time @ Hours Overtime x1.5 Hours Overtime x2.0 Hours Personal Leave @ Hours Annual Leave @ Meal Allowance Kms Car Allowance Super payable after tax Taxed TOTAL GROSS: For Super PAYG Withholding: Superannuation on Wages: NET WAGE: Page: 85 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet EDWARD MORGAN Tax-Free Threshold Qty Category Rate Tax Super Value Hours Ordinary Time @ Hours Overtime x1.5 Hours Overtime x2.0 Hours Personal Leave @ Hours Leave Loading Hours Annual Leave @ Meal Allowance Kms Car Allowance Taxed TOTAL GROSS: For Super PAYG Withholding: Superannuation on Wages: NET WAGE: Page: 86 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet MALCOLM STEWART Tax Free Threshold + HECS + HELP Qty Category Rate Tax Super Value Hours Ordinary Time @ Child Support Hours Overtime x2.0 Hours Personal Leave @ Hours Annual Leave @ Meal Allowance Kms Car Allowance HECS Debt (672 PAYG + 158 HECS) Taxed TOTAL GROSS: For Super PAYG Withholding: Superannuation on Wages: NET WAGE: Page: 87 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Task 4: Handle Payroll Enquiries 4.1 Enter your email address in the link below to access the payroll enquiries received by the department: Payroll Enquiry You will receive an email with the most recent enquiry from the organisation. Take a screenshot of the response email and attach it in the space provided below. Your screenshot must clearly show the date and time you received the email. Page: 88 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet 4.2 In the space provided below, write an email to Edward, responding to his enquiry. Ensure that your response is organised and has a logical sequence. To edward.m@yourdomain.com From Subject Message Page: 89 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet 4.3 For this part of the assessment, you are required to roleplay a discussion with Hannah and Edward regarding their enquiries. You will require access to: two (2) volunteers to assume the following roles: o Hannah Scofield o Edward Morgan video recording device a safe place to conduct the roleplay Steps to take: a. Locate the Discussion Notes on the following pages. Provide each volunteer with a copy of the Discussion Notes . Have everyone review the requirements outlined in the Discussion Notes as you are required to demonstrate all of the requirements in the role play. b. Locate the Assessor Checklist on the following pages. Review the requirements outlined in the Checklist before the role play. You are required to demonstrate all of the requirements outlined in the Checklist. c. Gather your volunteers and conduct your roleplay. Document your discussion through a video recording. Your video recording must not be longer than ten (10) minutes. d. Save and submit the video recording using the filename: FNSTPB402-Part A-Roleplay Discussion As shown below: FNSTPB402-Part A-Roleplay Discussion.avi Take note that the submissions in this Task must be sent within 24 hours of receiving the response email from Task 4.1. Discussion Notes: a. For Hannah and Edward: Hannah and Edward will open the roleplay discussion by presenting their enquiries. Edward must ask you about entering a Salary Sacrificing arrangement as Page: 90 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet detailed in the response email. Hannah must ask you the procedures that must be followed if she wants to avail of Time Off In Lieu (TOIL) for her planned leave. b. Candidate must respond to Hannah’s enquiry with the following: Refer her to the HR department, as TOIL procedures are out of the scope of payroll services you are allowed to provide. c. Candidate must respond to Edward’s enquiry with the following: your responses to his enquiry in the email you sent him in Task 4.2. ASSESSOR CHECKLIST (for the Assessor’s use only) During the discussion, the candidate… Yes No Comments 1. stated their name and the unit for which they are being assessed. Page: 91 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet 2. clearly articulated their responses using clear language. E.g. using simple, plain language, avoiding the use of jargon and overly technical words, avoiding vague communication. 3. used a professional tone to explain responses. 4. spoke slowly, using the appropriate pace to respond to enquiries. Other comments: Page: 92 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet WORKBOOK CHECKLIST When you have completed assessing the assessment workbook, review the candidate’s submission against the checklist below: The candidate has completed all the assessments in the workbook and has submitted all of the required evidence: Knowledge Assessment Case Study Part A: North Park Stationery Supplies o Task 1: Establish Payroll Requirements o Task 2: Complete Preparations for the New Payroll System o Task 3: Complete Manual Wage Calculation o Task 4: Handle Payroll Enquiries The candidate has submitted all of the following evidence: This completed workbook Cover Sheet (Assessment Workbook Cover Sheet signed and scanned) Video recording of role play activity IMPORTANT REMINDER Candidates must achieve a satisfactory result to ALL assessment tasks to be awarded COMPETENT for the units relevant to this cluster. To award the candidate competent in the units relevant to this subject, the candidate must successfully complete all the requirements listed above according to the prescribed benchmarks. Page: 93 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Overall Marking Form (For the Assessor’s Use Only) OVERALL MARKING RESULT FORM (For the Assessor’s Use Only) Assessment Details Candidate’s Name: RTO Name RTO Contact Number RTO Email Address Assessor’s Name: Subject Establish and Maintain Payroll Systems Part A Unit(s) of Competency FNSTPB402 Establish and maintain payroll systems FNSTPB402 Establish and maintain payroll systems Knowledge Assessment S NYS Question Item 1 Question Item 2 Question Item 3 Question Item 4 Question Item 5 Question Item 6 Question Item 7 Question Item 8 Question Item 9 Question Item 10 Question Item 11 Question Item 12 Knowledge Assessment S NYS Question Item 13 Question Item 14 Question Item 15 Page: 94 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Question Item 16 Case Study Part A S NYS Task 1 Question Item 1.1 Question Item 1.2 Question Item 1.3 Question Item 1.4 Question Item 1.5 Question Item 1.6 Task 2 Question Item 2.1 Question Item 2.2 Question Item 2.3 Question Item 2.4 Question Item 2.5 Task 3 Task 4 Question Item 4.1 Question Item 4.2 Question Item 4.3 Page: 95 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Rules of Evidence S NYS All knowledge and skills evidence submissions are valid All knowledge and skills evidence submissions are authentic All knowledge and skills evidence submissions are sufficient All knowledge and skills evidence submissions are current Signature Authentication Checklist This checklist will guide you in authenticating the signatures provided by the candidate in their assessment workbook and evidence submissions. Read each checklist item and tick YES only if you confirm that the item is a true and accurate reflection of the signature authentication you have conducted. Checklist Item Check if completed I have checked the signature provided by the candidate in the Assessment Workbook Cover Sheet against the signature they provided to the Training Provider. I confirm the signature provided by the candidate in the Assessment Workbook Cover matches the signature they provided to the Training Provider. I confirm ALL signatures provided by the candidate in their evidence submissions match with the signature they provided to the Training Provider Page: 96 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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FNSTPB402 Student Assessment Booklet Overall Result for this Workbook S NYS Overall Result Assessor’s Comments/Feedback Assessor’s Declaration I declare that the results recorded in this Assessment Cluster Final Result Record are a true and accurate record of the candidate’s results for each task. Assessor’s Name Assessor’s Signature Date End of Marking Form (For the Assessor’s Use Only) End of Document Page: 97 of 97 Version: 1.0 Responsibility: Training Manager Date Created: June 2018
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