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Tax & Business Services Basics Online Workshop 2026 - Part 2

Recorded 23 February 2026 Part 2: Understanding the trial balance
You will analyse and work through a sample trial balance.

Fast track the trial & error learning curve for grads
Cut down the review time spent on errors
Active workshop style learning

Recorded 23 February 2026

Tax & Business Services Basics tests your team’s knowledge in an online, workshop style training environment. This is active learning where participants work through real client issues.

Cut down the review time spent on errors and help your team think for themselves, dig deeper, and ask the right questions.

Often team members are not confident to ask the questions that really count - or worse, they are simply unaware of the gaps in their knowledge. This workshop aims to change that.

A Note to Managers...
Tax & Business Services Basics is designed to show your team why technical skills will only take them part of the way. We demonstrate why a job does not start and end with just their technical knowledge.

At each stage we’ll show your team how to avoid bad habits and do it the ‘right way’:

How to make sure that nothing is missed
Why they can’t always rely solely on what the client tells them
Avoiding the spread of bad habits among team members
Giving your team the confidence to challenge the way things have always been done
Using a checklist as best practice and to assist you with an ATO audit
Teaching your team how to resolve an issue
Why clear and precise workpapers are so important

Then, join us for the nest stage, Tax & Business Services series, Tax & Business Services Intermediate.

Purchase the whole package

Total 2 CPD Hours

What we cover

Converting the trial balance into something meaningful
Why it’s important to verify every asset and liability
Transacting with related parties and what to look for
SBE eligibility and when clients can use the SBE concessions.
The opportunities to look good and deliver an advantage to your client
Is there a Div. 7A issue?
Taxes on employment and recognising that different taxes tax different things
Contractors - what the Commissioner is targeting

Alexandra Barras

Tax Writer, TaxBanter

Alex has experience in big four corporate and international tax, consulting and the legal industry. During this time she specialised in providing practical tax advice to multinational groups, private businesses and high net worth family groups over a number of different industries.

During this time, Alex developed a passion for tax education, regularly conducting tax training and education programs for staff. She has strong analytical and technical ability, and thrives on communicating complex tax issues in an ‘easy to understand’ manner.

Alex is a fellow (FTI) member of the Tax Institute of Australia, and an Australia Lawyer admitted to the Supreme Court of Victoria. She holds a Juris Doctor and a Master of Tax.