Carry out financial transactions and maintain records

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver TLIP2037, 'Carry out financial transactions and maintain records'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Carry out financial transactions and maintain records' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.


Operate a taxi meter in accordance with tariff structures and hiring arrangements


Tariff structures and various forms of taxi hire are identified and applied


Meter functions are identified and applied


Meter is operated at beginning, throughout and at the end of hiring, in line with regulations and workplace procedures


Meter is used to access information to complete driver running sheet, end-of-shift reports and reconciliation taking/fares


Calculate fares and handle payment transactions


Amount owing is calculated and customer is advised


Amount tendered in case transactions is checked, and correct change is calculated and given


Adequate change is maintained for use in transactions


Adequate supplies of dockets, vouchers and point of sale documents are maintained


Cash, credit and other non-cash payment transactions are handled in accordance with workplace policy and procedures


Hazards are identified, risks are assessed and control measures are implemented


Due security is maintained when handling payments in accordance with workplace security procedures


Taxi subsidy scheme transactions are processed in accordance with state requirements


Maintain daily records


Records are completed for all cash, credit and other non- credit transactions in accordance with workplace policy and procedures


Calculations to complete driver running sheet are carried out


End-of-shift reconciliation is completed


Appropriate records are maintained for taxation purposes