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PRACTICUM REPORT
at
In Partial Fulfilment
of the requirements for
Bachelor of Science in Accountancy
Submitted by:
Daryl Mae S. Grospe
Submitted to:
Mr. Kevin Roy P. Corpuz, CPA
Practicum Adviser
Table of Contents
Chapter One:
Acknowledgment
Company’s Historical Background
Company’s Mission/Vision Statement
Company’s Organizational Chart
Chapter Two:
Daily Task Report
Weekly Task Report
Chapter Three:
Narrative Report
Case Study
Acknowledgment
TAX MANAGEMENT
FINANCIAL AUDIT
COMPLIANCE AUDIT
ACCOUNTING & BOOKKEEPING
MANAGEMENT CONSULTANCY, and
BUSINESS REGISTRATION ASSISTANCE
Mission
To provide high quality service in the field of audit,
accounting and management services to small and medium scale
enterprises, professionals and individual clients with great
satisfactions.
Vision
To become the region’s most successful Accounting &
Management Consultancy Firm, a strong company capable of
helping uplift the standard of living of the greater Filipino
Accountants by providing excellent service to its clients.
FREDDIE G. VALINO
Manager/Department
Head
NUMBER OF
SUMMARY OF WORK, DUTIES AND
HOURS
DAYS RESPONSIBILITES
RENDERED
April 2,
ORIENTATION 8 hours
Monday
Familiarization of different
April 3, BIR forms
8 hours
Tuesday Making summary of Creditable
Withholding tax
April 4, Preparation of Income Tax Returns 8 hours
Wednesday
Preparation of Income Tax
April 5, Quarterly Schedule, VAT Quarterly 8 hours
Thursday Schedule, and Financial Statements
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
Filing of SSS, Philhealth,
April 9, and Pag-ibig Documents
8 hours
Monday Preparation of Income Tax
Returns (Individual)
Went to BPI for deposit
April 10,
Tuesday Making a comparative Balance 8 hours
Sheet and Income Statement
April 11, Went to BIR for Receiving 8 hours
Wednesday Income Tax Returns
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
April 20,
Went to SEC for filing 9 hours
Friday
42 hours and
TOTAL NUMBER OF HOURS:
40 minutes
Noted by:
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
Arrange files alphabetically
April 23, 8 hours and
Monday Audited vouchers of a 30 minutes
certain company
Continuation of audited
April 24,
vouchers 9 hours
Tuesday
Sorting some documents
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
Sorting of documents of
April 30, different clients
8 hours
Monday Arranging information of the
clients
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
8 hours
May 7, Went to different firm for giving
and 20
Monday some documents
minutes
May 8,
Encoding and printing documents 8 hours
Tuesday
May 10,
Audited vouchers 9 hours
Thursday
42 hours and 20
TOTAL NUMBER OF HOURS:
minutes
Noted by:
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
May 15,
Preparation of Worksheet 9 hours
Tuesday
Continuation of preparation of
May 16,
Worksheet 8 hours
Wednesday
Sorting some documents
May 18,
Went to Insular Life for payment 8 hours
Friday
Supervisor
Weekly Task Report
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
Filing SSS, Philhealth and
May 21, Pag-ibig of different clients
8 hours
Monday Encoding different
information of clients
May 23,
Audited vouchers 8 hours
Wednesday
Supervisor
Weekly Task Report
Student Period
Name: Daryl Mae S. Grospe Covered: May 28, 2018
F.G. Valino
Course & Partner Accounting and
Section: 4BSA Company: Tax Advisors
NUMBER OF
SUMMARY OF WORK, DUTIES AND
DAYS HOURS
RESPONSIBILITES
RENDERED
Supervisor
CHAPTER THREE
Narrative Report
On-the-job-training or OJT is one of the training
methods organized for every student to be able for them to
know what will the real industry would be. OJT will generally
help them to increase their knowledge and skills essential
for the effective and efficient, full and adequate
performance on the job.
Case Study
Recommendations
EMPLOYER NAME: FREDDIE G. VALINO CONTACT PERSON: ARLENE S. GARCIA TELEPHONE #: 09773652695
BEGINNING DATE: April 2, 2018 END DATE: May 28, 2018 TOTAL TRAINING HOURS: 341
hours
JOB DESCRIPTION:
Beginning:
Beginning: Intermediate: Intermediate:
Prepare estimated income tax payments. Skilled: Skilled:
Beginning:
Prepare various personal property tax Beginning: Intermediate: Intermediate:
returns. Skilled: Skilled:
Beginning:
Prepare/Review other various tax filings: Beginning: Intermediate: Intermediate:
Annual reports, etc. Skilled: Skilled:
Beginning:
Assists in maintaining company's tax Beginning: Intermediate: Intermediate:
preparation system. Skilled: Skilled:
Social and Communication Skills
Beginning:
Beginning: Intermediate: Intermediate:
Working in a work environment Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Client Handling (both internal and external) Skilled: Skilled:
Beginning:
Communicate with managers and others working
Beginning: Intermediate: Intermediate:
on the systems problems
Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Written communication Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Oral communication Skilled: Skilled:
Section 5: Signatures
All parties agree to provide or obtain training for the skills outlined in this Training Plan.
Authorized Signatures
DATE:
TRAINEE SIGNATURE:
DATE: DATE:
EMPLOYER SIGNATURE: OJT PROVIDER SIGNATURE:
Job Description:
A job description may be obtained from the Employer or the OJT Provider may assist the
employer in writing a job description, thus providing a “value-added” for the employer
Skill Requirements:
List the skills needed to perform the job to the standards specified by the Employer. Record
skills as specifically and briefly as possible.
Evaluation Period: From: April 2,2018 To: May 28, 2018 Total Hours: 341
F.G. Valino Accounting and Tax
Company: Advisors Department: Audit & Tax Advisory Department
Name of Evaluator: Ms. Arlene S. Garcia Position of Evaluator: Junior Auditor
The Program expects each Trainee to demonstrate at all times desirable qualities and traits as
indicated in the Performance Rating Report. Please rate the Trainee according to the scale
indicated below. A total score of 75 or better is considered passing.
1. QUALITY OF WORK
Ability to work with thoroughness
2. QUANTITY OF WORK
Individual productivity
3. DEPENDABILITY
Ability to perform and finish work as instructed and when needed
4. COOPERATION
Ability to work harmoniously with others
5. PERSONALITY
Ability to deal and relate with others with courtesy, and when needed
6. ATTENDANCE
Regularity and punctuality in office attendance.
7. PERSONAL APPEARANCE
Comes to work in proper attire, good grooming and hygiene.
8. COMMUNICATION SKILLS
Ability to exchange ideas and understand others' perspectives, and
are able to communicate with others.
TOTAL RATING:
IMPORTANT-All corrections must be countersigned by the evaluator. As a control measure, the Evaluator must sign every
page of this form. It should be returned through the trainee in a sealed short brown envelope. Upon sealing the envelope,
the evaluator must sign over the flap.
Student Appreciation in Action