What are the consequences of not preparing the tax plan adequately?

What are the consequences of not preparing the tax plan adequately?

Part B – Presentation

Instructions:

You are now to present a summary of your written report at the Board meeting of Ethical Trading Group using PowerPoint (maximum of 6 slides). Also present at the Board meeting will be a Board Member and Senior Tax Agent. The presentation will need to be recorded as audio or video recording and must be approximately 5 – 7 minutes in length. Please access the Case Study PowerPoint Template to help you complete this assessment. This file is also available in the Ethical Trading Group folder in the Additional Resources for this course.

You will require the help of two people to complete this assessment, one to play the role of the ‘Senior Tax Agent’ and another to play the role of a ‘Board member’. These two people can be drawn from colleagues, family or friends. You will be interacting with both people in this presentation, so they will be working from ‘Briefing notes’ which can be found in Appendix A of this assessment. Each of the participants must ask the questions that have been allocated to them (i.e. different questions have been allocated for Participant 1 and Participant 2).

At the conclusion of your presentation, each of the participants must then complete the feedback form which can be found in Appendix B. This provides feedback on how clearly you have conducted the presentation. You must also ensure you obtain appropriate approvals to conduct and record a presentation in this setting so meeting participants must sign the Audio/Video recording consent form (please see Appendix C for a template you can use for this).

Before you commence your presentation, review the ‘briefing notes’ to ensure you will have the appropriate information to provide in your verbal responses to the participant questions.

The responses you provide to the participants’ questions in the briefing notes must be completed and submitted as part of the assessment evidence for this activity.

When you have finished your audio or video recording, you will need to upload your file to OpenSpace.  Click on the ‘Support’ tab – then ‘Assessment’ and instruction on how to do this are within the ‘Frequently Asked Questions’.

In your presentation, you need to:

  1. Summarise the main issues from your written report (in Part A). This summary will be documented in the slides. Use headings and bullet points to format and present your summary of the main issues.
  2. Answer the questions asked by the Board Member and the Senior Tax Agent (see Appendix A). These questions can be asked at the end of your Presentation.

Appendix A: Briefing Notes

Participant 1 – Board Member

Questions Answer
1.     What are the consequences of not preparing the tax plan adequately?
2.     Should we engage a specialist to assist with ensuring we meet our legislative requirements? What type of specialist would this be?

 

 

Participant 2 – Senior Tax Agent

Question Answer
1.     As the specialist, what advice would you seek from me in regards to the tax plan?
2.     What documentation would you want me to review?  

 

Appendix B: Template to gather feedback

 

Name:
Date of session:

 

Please provide your responses to the following statements in relation to the presentation given.

  1. Clearly communicated the information – using suitable structure and language which incorporates appropriate technical vocabulary to suit the audience.
Strongly agree Agree Neither Disagree Strongly disagree

 

  1. Used questioning and listening techniques to obtain feedback and confirm understanding of what has been presented.
Strongly agree Agree Neither Disagree Strongly disagree

 

  1. The presentation was well-researched.
Strongly agree Agree Neither Disagree Strongly disagree

 

  1. The information provided was well researched.
Strongly agree Agree Neither Disagree Strongly disagree

 

  1. Please provide suggestions and comments for improvement.
 

 

 


 

Appendix C: Audio/Video recording consent form

 

Learner’s name: __________________                  Date: ________________

Participant’s name Signature

 

By signing this form, you have consented to participate in a recording.

When you are preparing your presentation, make sure that you have dealt with the following points:

Checklist
The presentation will need to be recorded as audio or video recording
Length of presentation is approximately 5 -7 minutes
Please also provide the PowerPoint slides used in your Presentation as a PowerPoint file
Review and answer briefing questions
Language, tone and pace is appropriate to audience