We've updated our designs in line with MYOB Practice. We've made improvements to:
- automatically add the assigned agent and client for new activity statements
- made it easier to find information in our new BAS forms
- simplified the workflow to make it easier to create, manage and lodge activity statements online.
From October 2019, you’ll be able to log in as usual, see the upgraded BAS forms and use the new workflow to create and lodge activity statements.
In client view, select the client you wish to lodge a BAS for then click Add new on the top right-hand corner and follow the on-screen prompts.
The time required to perform the initial sync process varies based on the number of contacts, and the practice’s internet speed. A typical practice with a fast internet connection and less than 10,000 clients and contacts will complete the upload processing time in a handful of hours. However, larger practices (with tens of thousands of contacts) can take a few days to complete the processing.
Once the initial migration is complete, updates to the cloud are completed within a minute of changes within the desktop system.
When a desktop backup is run, this can interfere with the initial migration process due to the database being locked. The process will show as incomplete, and a restart will be required when the backup has been completed. This reset process is triggered by MYOB.
MYOB Practice uses the client access permissions from MYOB AE/AO. If you've already set up these permissions in AE/AO, you don't need to do anything to enable them in MYOB Practice.
You'll find all your outstanding activity statements in the old system. This includes unlodged, in progress, in review and those awaiting signatures.
To access your outstanding activity statements, on the Compliance page, click Back to the old system.
To start a new activity statement, create the form in the new system.
It won’t affect their desktop data. Only contact information is synced.
No, the upgrade will migrate your existing agent settings.
You can now delete In progress or In review activity statements from the Compliance listing (from the All Clients view or once you've selected the client). Find the BAS you’d like to delete in the list, click the ellipsis icon () and then select Delete.
You can access assets from either clicking Compliance or Transaction processing. You can only access assets in Compliance if you have a company tax return. Otherwise, you can access assets through Transaction processing.
You need to use the old system to prepare and lodge an FBT return. On the Compliance page, click Back to the old system.
No, but it will be pre-filled with information from the ATO.
After the upgrade, the Transaction processing page only shows the status for outstanding activity statements created in the new system. All activity statements created in the old system, will show as Not started.
You can still view and complete your outstanding activity statements in the old system. On the Compliance page, click Back to the old system.
We've re-labelled some form statuses and added some new ones to help you closely track the progress of activity statements.
You can view these statuses from the Transaction processing and Compliance pages:
On the Compliance page, this status indicates you've created a form for the client, but haven't entered any details.
On the Transaction processing page, Not started will also appear for upcoming forms that you haven’t started in MYOB Practice yet, or in progress forms in the old BAS system.
|In progress||You've started, but haven't finished working on this form. It's not ready to be lodged or reviewed yet.|
You've filled in the form and you're ready for a colleague to check it over.
When you click the Send for review button, the status of the form changes to In review. The Send for Rework and Approve all buttons also appear on the top right of the page.
If there's any changes required, the reviewer can click Send for Rework to update the status back to In progress so the preparer can update the form. If there's no changes, the reviewer can click Approve all to indicate the form is Ready for client review.
|Ready for client review|
The form has been approved by someone internally and is ready to be sent to the client.
|Pending signature||You’ve requested a signature from your client (electronic or manual), and are waiting for them to approve the form.|
|Processing lodgment||We're currently sending the form to the ATO.|
You don't need to lodge these forms unless you're varying the ATO calculated installments.
|Fail to lodge||There was a problem getting your client's pre-fill data. Please contact MYOB support for assistance.|
There are some known issues with Internet Explorer. We recommend you use a more compatible browser, such as Google Chrome, Edge or Mozilla Firefox.
When you add your first activity statement or tax return for a client in the new BAS system, you'll still need to select an agent if you haven't already linked one yet. Then, when you select the agent, we'll automatically link them to that client for you.
You can change the agent at any time from your client's settings. See Link a tax/BAS agent to a client for more info.
If the time set on your computer is custom or isn't based on a specific time zone, you may not be able to load a BAS from the Compliance page. Check your computer settings and try setting it according to a time zone.
Check out our range of helpful topics like:
- Preparing an activity statement
- Preparing BAS
- Completing an activity statement or a tax return
- Non-lodgable forms.