Assessor Resource
TLIP2029A
Prepare and process financial documents
Assessment tool
Version 1.0
Issue Date: May 2024
Work must be must be carried out in compliance with the relevant financial codes of practice and regulations.
Work is performed under general supervision. It involves the application of routine principles and procedures to prepare and process financial documents.
This unit involves the skills and knowledge required to prepare and process financial documents, including recording and balancing petty cash transactions, balancing all other transactions, rectifying discrepancies as directed, preparing invoices for debtors, and preparing and process banking documents. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
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