• Creating clients and contacts
• Importing Clients and Contacts in bulk
• Syncing your contacts
• Verifying and recording proof of identity (POI) - AU
• Grouping families, clients and companies
• Client sidebar
• Client settings
• Client workspace
• Troubleshooting contacts
• Assign staff to clients

• Online files
  • Creating an online file
  • Opening an online file
  • Linking an online file to a client
  • Requesting access to a client file
  • Generate coding reports
  • Review online files
  • Filter and display information in the Online files list
  • Complete bank reconciliation before upgrade
  • Troubleshooting Online files
• Desktop files
  • Upgrade an AccountRight classic file
  • Add an AccountRight classic file to upgrade later
  • Remove a desktop file
  • Filter the Desktop files list

• Create a general task
• Create a task template
• Task details
• Leave extra comments for your client
• Send a task reminder
• Receive an email from your client
• Set tasks as complete
• Reopen completed tasks
• Delete a task

• Create client portals
• Create client portal users
• Add a client to an existing portal
• Edit a client portal
• Deleting a client portal
• View a list of client portals
• Help for your clients
• Digital signatures

• About MYOB Practice tax - AU
• Known issues in MYOB Practice tax - AU
• FAQs: MYOB Practice tax - AU
• Getting started with MYOB Practice tax - AU
• Creating a tax return online - AU
• Preparing tax returns - AU
• Completing tax returns - AU
• Deleting a tax return - AU
• Assets - AU
• Activity statements in MYOB Practice
• FBT returns - AU

• About MYOB Practice tax - NZ
• Known issues in MYOB Practice tax - NZ
• Resolved issues in MYOB Practice tax - NZ
• Setting up MYOB Practice tax - NZ
• Data reconciliation list - NZ
• Compliance list - NZ
• Tax notices - NZ
• FAQs: MYOB Practice tax - NZ

• Documents in Compliance - AU & NZ
• Setting up documents profiling within MYOB Practice
• Uploading and working with documents within MYOB Practice
• Documents you can publish
• Sending documents from AE or AO by publishing to portal
• Send documents for digital approval
• Access documents published to the portal
• Share a document
• Documents (previous version)
• Best practice for using MYOB Practice tax and Document Manager - NZ
• Best practice for using MYOB Practice and Document Manager - AU

• User settings
• Advisory report client settings
• Prepare an advisory report
• View a saved advisory report
• Advisory reports and charts
• Troubleshooting Advisory

• Managing director identification (ID) numbers - AU
• Known issues in Corporate admin - AU
• Setting up an ASIC agent - AU
• Creating and establishing new entities - AU
• Managing a company - Overview - AU
• Managing a trust - AU
• Managing an SMSF - AU
• Client lodgements - AU
• Annual statements - AU
• Agent lodgements - AU
• Debts - AU
• Review contacts - AU
• Customising document templates - AU
• FAQs: Corporate Admin - AU