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Initial Training

Initial TaxAssist Accountants training courses are run throughout the year

We provide up to 43 days comprehensive, tailored training dependent on past experience and knowledge. This covers all aspects of the TaxAssist Accountants business model and prepares new franchisees for trading as a TaxAssist accountant with a wide range of personal and company tax, accounts, software, practice management, self-managed superannuation funds (SMSF), trusts, GST, sales and marketing topics, and more.

All new franchisees are required to take an online aptitude test at home before joining the training course, and for those whom we feel it would be beneficial, we require them to attend a two-day introduction to bookkeeping course ahead of the training course. If the franchisee passes the aptitude test they do not need to complete the pre-course training, although they can still attend these two introductory days if they wish.

Tax, accounting, software & practice management

The tax, accounting and software training is delivered by our team of qualified accountants and trainers in conjunction with specialist training partners. Through this partnership we are able to ensure that materials are up-to-date, directly relevant for our network and of the highest quality.


Our marketing trainers provide a Business Acceleration Programme, which encompasses five consecutive days of the six-week initial training course, and continues for six months after the end of the training course. We work with you during the course to decide on the right business development activity for your territory, then monitor your success. If for instance, we notice that you are attending a good number of appointments, but not signing up at the rate we expect, we will help you to increase your conversion rate. This level of ‘hand-holding’ is the kind of support you may need in your first six months, and will help you to build your business at an aspirational rate.

Further training

Following the training course outlined above, there is further training in year one. The follow up training is a mixture of Technical, Practice Management and Business Development including Company Accounts, planning tools, staff recruitment and business plan development days. These areas are covered in additional training and mentoring at months 3 and 6.

By the end of the initial training provided by TaxAssist Accountants, you will know how to:

  • Market yourself, recruit and retain your clients
  • Complete Limited Company, Partnership, Contractor and Sole Trader tax returns
  • Competently complete monthly/quarterly BAS and PAYG for business clients
  • Set up and manage Trusts structures and SMSFs
  • Lodge Tax Returns and various other tax forms
  • Full knowledge of Tax, SMSF, Trust, PAYG and Practice Management software
  • Run an efficient office/shop front and business with the support of IT, marketing and eventually staff
  • In short – how to run and grow a successful business

Ongoing training

On an ongoing basis, we also provide modestly priced courses at our Support Centre and regionally, to keep the network up-to-date with technical and marketing developments. Our marketing courses include pricing and fee raising, as well as social media training to keep our network abreast of business relevant advancements.

Read about our marketing support...

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Contact Mandy Sigaloff today for further information

Email: [email protected] Click to email

Call: 1300 513 334

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