AAT(SA) RECOGNITION OF PRIOR LEARNING SKILLCHECK QUESTIONNAIRE

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1 Skillcheck Questionnaire The Skillcheck Questionnaire will help you to decide which level of the AAT membership framework you should apply for. Choosing the right level of membership If you already have a job in accounting or one that is accountancy related, possess a qualification in accounting or business studies, you may already qualify for membership of the AAT(SA). There are seven levels of membership available to individuals who seek professional recognition for their competence in the field of accounting. To assist AAT(SA) with identifying the correct level of membership for you, complete the following Skillcheck Questionnaire. This Skillcheck Questionnaire is based on the three levels of the AAT Accounting Qualification and will provide an indication of your areas of work and study. Completing this questionnaire Please answer all the questions in sections 1 to 5. You ll find that as you work through the questionnaire you ll be asked in detail about your accounting experience. Don t be too concerned if you have to tick the Never box often there may still be a level suitable for you. Section 1 About you Title Mr / Mrs / Ms / Miss / Other: Name Sex Male Female Date of birth Address Postcode Tel no (day) Cell no Section 2 Work skills Working with computers Frequently Sometimes Never Do you use computer systems and software? Do you maintain the security of data by the use of passwords, back-up copies and other security procedures? Do you use spreadsheet packages? Achieving personal effectiveness Do you plan and organise your own work?

2 Do you establish and maintain working relationships with internal and external customers? Do you maintain accounting files and records? Professional ethics for accounting technicians Do you comply with the ethical code of conduct required in the accounting environment? Do you develop ethical procedures regarding employer / employee relations? Do you maintain ethical procedures in employer / employee relations? Do you develop and maintain ethical procedures necessary in self-employment? Section 3 Accounting skills Recording income and receipts Do you process and record sales invoices and credit notes and send statements to customers? Do you bank receipts and record them in the cash book and ledgers? Making and recording payments Do you process and record purchase invoices and credit notes? Do you make and record payments in the cash book, petty cash book and ledgers? Preparing ledger balances and initial trial balance Do you reconcile bank statements? Do you make adjustments through the journal? Do you balance ledger accounts and reconcile control accounts? Do you draft an initial trial balance? Supplying information for management control Do you code and extract information relating to income and expenditure? Do you compare expected costs and income with actual? Do you use word processing and spreadsheet packages?

3 Present financial data for internal and external use Do you prepare management accounts? Do you prepare returns for external agencies (e.g. government departments)? Do you prepare statistical information and reports including ratios and performance indicators? Do you gather VAT information and prepare VAT returns? Section 4 Additional accounting skills Maintaining financial records and preparing accounts Do you maintain records relating to capital acquisition and disposal? Do you collect and collate information for the preparation of final accounts? Do you make the year-end adjustments? Do you prepare accounts from incomplete records? Do you prepare the extended trial balance? Do you prepare accounts of sole traders and partnerships? Recording and evaluating costs and revenues Do you record and analyse information relating to direct costs and revenues? Do you record and analyse information relating to the allocation, apportionment and absorption of overhead costs? Do you prepare and evaluate estimates of current and future costs and revenues? Operating a cash management and credity system Do you monitor and control cash receipts and payments? Do you manage cash balances? Do you arrange overdraft and loan facilities? Do you manage financial liquidity of an organisation? Do you grant credit, including agreeing credit-terms with customers? Do you monitor and control the collection of debts?

4 Drafting financial statements Do you collect information for the preparation of Financial Statements of a company? Do you draft Financial Statements for a company / companies? Do you work with Accounting Standards? Are you required to interpret alimited company cash flow statements? Are you required to analyse and interpret the financial statements of limited companies? Do you prepare reports on the analysis and interpretation of financial statements of limited companies? Implementing audit procedures Do you contribute to the planning of audit assignments and the preparation of the audit plan? Do you contribute to the execution of audit assignments including conducting audit tests? Do you prepare and draft audit reports? Preparing business taxation computations Do you perform business tax calculations in preparation for a business tax return? Do you perform business tax calculations to determine assessable business income? Do you prepare capital gains tax computations? Do you prepare corporate tax computations? Preparing personal taxation computations Do you perform income tax calculations in preparation for personal tax returns? Do you calculate income from employment? Do you calculate property and investment income? Do you prepare and calculate capital gains tax for individuals? Management Accounting Do you prepare business forecasts with explanations and assumptions? Do you prepare budgets with explanations and assumptions? Do you collect, analyse and disseminate information about costs including comparing standard with actual costs? Do you monitor performance and make recommendations to enhance value?

5 Do you prepare variance reports? Do you prepare exception reports for further investigation? Managing systems and people in the accounting environment Do you manage people within the accounting environment? Do you manage the effectiveness of your accounting environment? Do you notice areas for improvement in your accounting system? Do you make recommendations on how to improve your accounting systems?