Accounting & Professional Services
Tax Accounting skills assessment
Tax accountants turn complex legislation into accurate returns and confident advice. This scorecard covers preparation, research, planning, compliance and client communication so firms can compare accountants and build technical depth.
- 12 skills to score
- 1–10 scale on every skill
- 7 starting levels
The 12 Tax Accounting skills you can score
These are the default Tax Accounting skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Individual Tax Return Preparation
Prepares accurate individual returns, capturing income, deductions and offsets correctly and on time.
Business and Company Tax
Prepares company, trust and partnership returns and understands entity-specific rules.
GST and Indirect Tax
Manages BAS and GST reporting accurately and identifies common compliance risks.
Tax Research
Locates and interprets legislation, rulings and cases to reach well-supported conclusions.
Tax Planning Advice
Recommends legitimate strategies to minimise tax and explains risks and trade-offs clearly.
Capital Gains and Investment Tax
Calculates capital gains, records cost bases and reports investment income correctly.
Compliance Deadlines
Tracks lodgement dates across the client base and rarely misses a due date.
Client Communication
Explains tax positions and requests in plain language and keeps clients informed.
Review and Quality Control
Checks work carefully and corrects errors before returns leave the firm.
Tax Software Proficiency
Uses practice and tax software efficiently and accurately.
Regulator Correspondence
Responds to tax office queries, audits and reviews professionally.
Ethics and Professional Standards
Applies professional and ethical standards when handling client affairs.
Levels included with Tax Accounting
Tax Accounting starts with 7 levels, which SkillScorer calls “Seniority Level” for accounting & professional services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Graduate
- Intermediate
- Senior
- Supervisor
- Manager
- Senior Manager
- Partner
How Tax Accounting works in SkillScorer
Score
Each team member in a team is scored on the Tax Accounting skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Tax Accounting skills need attention. Reports also follow each manager's team.
Tax Accounting scorecard: common questions
What skills does the Tax Accounting scorecard include?
SkillScorer's Tax Accounting scorecard covers 12 skills: Individual Tax Return Preparation, Business and Company Tax, GST and Indirect Tax, Tax Research, Tax Planning Advice, Capital Gains and Investment Tax, Compliance Deadlines, Client Communication, Review and Quality Control, Tax Software Proficiency, Regulator Correspondence and Ethics and Professional Standards. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Tax Accounting?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Tax Accounting?
Tax Accounting starts with these levels (called “Seniority Level” in the app): Graduate, Intermediate, Senior, Supervisor, Manager, Senior Manager and Partner. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Tax Accounting skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In accounting & professional services the app talks about team members, teams and managers, and you can change any of those words too.
Score Tax Accounting with SkillScorer
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